Custom reports in the legacy reporting module
用户可以使用来自帐户的各种数据(项目或详细信息)构建自己的报告。自定义报告由从工作区提取的一个或多个单独的面板组成。
To build a custom report in the legacy module, administrators or lead project managers must first create and configure a workspace. Then, you can create and configure a legacy custom report where you include the available workspace data, which is captured in the form of panels. You can create legacy custom reports until the 15th of July 2024, after which you will be able to view only the existing reports, without the possibility to add new reports. The legacy module will be removed on the 2nd of September 2024, at which point you will not be able to view legacy reports anymore.
- 创建和配置工作区。
工作区是数据存储库,您可以在其中处理所需数据:筛选和应用函数。处理的数据显示为小部件。
要使小部件在自定义报告中可供选择,必须通过将小部件添加到仪表板来将其保存为面板(简单面板或交叉表)。面板存储在可视库中,可视库是工作区中的面板集合。
- 创建和配置自定义报告。
自定义报告是您在工作区的可视库中保存的所选一组面板。当您访问自定义报告时,将始终实时显示最新数据。