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[SOLVED] Personnali...
 
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[SOLVED] Personnaliser un rapport

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(@rmiroff)
Posts: 50
Active Member
Topic starter
 
[#6989]

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


 
Posted : 18 Oct 2020 11H36
Flou
 Flou
(@flou)
Posts: 253
Active Member
 

Hello,

to create your own reports, then schedule them for sending, you have to use the plugin [url= https://www.projeqtor.net/en/shop/plugins class=""]Template Report[/url].


 
Posted : 19 Oct 2020 14H15
(@alain-fourastie)
Posts: 366
Active Member Moderator
 

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.


 
Posted : 21 Oct 2020 18H45
(@rmiroff)
Posts: 50
Active Member
Topic starter
 

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


 
Posted : 27 Oct 2020 18H23
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

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)


 
Posted : 28 Oct 2020 17H46
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