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Introduction to reports

A quick overview


Reports can be generated from most lists in Flow360 and the report is always based on the current set of records being displayed. Thus it is easy to produce reports containing very specific sets or sub-sets of records - for example a scheduled tasks report showing all electrical tasks for a specific building or across an entire site, or a works report showing all works orders for a specific service provider or a cost centers report showing projected expenditure for each cost centre based on the current schedule. The list of variations is almost endless!

The basic principle is that you follow these steps:

    1) filter the list using the filter panels to show only those records you wish to report on

    2) select the report option you require

    3) optionally give the report a name to store it in Flow360 for future reference

The reports list that you can access from the main start screen is a list of all the reports that you personally have generated and stored.

Reports can be saved to HTML, pdf, or excel formats for viewing outside of Flow360.

Do you really need a report?

Flow360 has been specifically designed as a solution that gives you live information that is easily filtered. Very often you can get the information you require without having to produce a specific report at all - simply filter the records either in the current tab list or go to the full list for even more options (see the section on using the filters for more details).

You may well find that you can get all the information you require without having to produce reports very much at all! And of course, the very collaborative nature of Flow360 means that every user can get their own filtered lists and ad hoc reports whenever they are required, drastically reducing the need to print off reports to circulate to other users.