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3 posts tagged with "area:reports"

Reports

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Reports: New Root Data Sources for Contacts

Two additional root data sources are now available for reports:

  • Contacts >> Tasks
  • Contacts >> Time Tracking

This allows you to create reports not only project-centered but also contact-centered. For example, you can see which tasks are assigned to a specific contact or which time entries a contact has recorded – regardless of the project they belong to.

Help article: Reports

Create Reports directly in the Project

Would you like to create a project-specific report? From now on, you no longer have to switch to the separate Reports section – you can conveniently do this right inside the project.

Using a new button located in the top right corner of the project, you can set up your report as usual. The step of selecting the project is no longer necessary – the report automatically refers to the current project.

Create Report in Project

Help article: Reports