Reporting Format

pramn
Tera Guru

Hi Team , 

client is looking for report to be created on below format 

pramn_0-1756831476531.png

Can someone please guide me  if do we have similar kind of format

Or any similar kind of approach ?

 

Thanks in advance 

1 ACCEPTED SOLUTION

Bhuvan
Tera Sage

@pramn 

 

Create a data visualization or report with list visualization type. Add pm_project table as data source and in columns to display add project table fields and dot-walked fields from other tables to display the information as per your requirements.

 

Below is a sample visualization,

Bhuvan_0-1756879603933.png

You can go to more actions -> schedule and send the report to users/groups/email IDs

Bhuvan_1-1756879683949.png

If this helped to answer your query, please mark it helpful & accept the solution.

 

Thanks,

Bhuvan

View solution in original post

2 REPLIES 2

Bhuvan
Tera Sage

@pramn 

 

Create a data visualization or report with list visualization type. Add pm_project table as data source and in columns to display add project table fields and dot-walked fields from other tables to display the information as per your requirements.

 

Below is a sample visualization,

Bhuvan_0-1756879603933.png

You can go to more actions -> schedule and send the report to users/groups/email IDs

Bhuvan_1-1756879683949.png

If this helped to answer your query, please mark it helpful & accept the solution.

 

Thanks,

Bhuvan