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Personnaliser un rapport

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18 Oct 2020 09:36 #1 by rmiroff
Bonjour,

J aimerai savoir comment je peux créer mes propres rapport pour ensuite les planifier pour les envoyer.

La rubrique rapport ne me permet pas d en créer manuellement.

Merci




Hello, I would like to know how I can create my own reports and then schedule them for sending. The report section does not allow me to create one manually. Thank you

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19 Oct 2020 12:15 - 19 Oct 2020 12:16 #2 by Flou
Replied by Flou on topic Personnaliser un rapport
Hello,


to create your own reports, then schedule them for sending, you have to use the plugin Template Report .
Last edit: 19 Oct 2020 12:16 by Flou.

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21 Oct 2020 16:45 #3 by alainforma
Replied by alainforma on topic Personnaliser un rapport
Hi,
Be careful.
Template report allows to give the format you want for your reports printed or "pdfed", You can NOT create personnal report with this plugin.
TO create new reports you have to code by yourself or ourselves.
Anyway , you can fix sendings on existing reports easily from each screen report.
Regards.

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27 Oct 2020 16:23 #4 by rmiroff
Replied by rmiroff on topic Personnaliser un rapport
Hello ,

Yes indeed before buying the plug-in I want to be sure of its functionality.

I need to create an automatic report to a person by simply selecting projects by type.

I know how to do it with filters in the project tab but I cannot send the report automatically

Does purchasing the plugin allow me to do this type of automation?

How else to do

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28 Oct 2020 15:46 #5 by babynus
Replied by babynus on topic Personnaliser un rapport
No,
The plugin does not allow to "send" a templated export.
You can send a standard report, not templated.

NB : you can try template report plugin on our demo (demo.projeqtor.org)

Babynus
Administrator of ProjeQtOr web site

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