Creating a new custom Report in PlanSwift allows you to view data and information that fits the criteria you need.
Creating a New Report
To create a new Report,
- Navigate to the Reports tab - you see all of the default reports that PlanSwift offers, as well as any custom reports that you may have created.
- Select an already existing Report upon which to base the new Report
- Click on the green plus (+) button under Report Layouts
Doing this creates a copy of that report; from there you can customize that new report to fit your needs, whether by the filter or visible columns. See Related Articles for details.
Essentially, Reports have a few key components: Filters, Columns and Grouping. These allow you to edit the report to show what information you need and how it is organized.
- Filters search through all of your data and extract information based on the criteria that you set, thus reducing the results to only the items you need. For more information about Filters.
- Columns report the property values that are stored on the items you for which you filtered.
- Grouping allows you to organize the results in a meaningful way.
 Reports Overview | Reports - Page Setup  |
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