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Search results for:reports

Management Reports — Scheduling Reports
Learn how to schedule reports to be sent out from Pipeliner by email. You decide who to send to, when and in what format… Enable "Allowed scheduling of reports" for Roles to allow reports to be scheduled by users based on that… Creating a Standard Report or a Pivot Table Report Management Reports — More Reports Features
Management Reports — More Report Features
This article covers advanced features within the reports such as reports using multiple entities, grouping, sorting and color coding… Every Pipeliner user can create their own reports or reports to share with others if they have access… Accessing Reports
Reports — Creating Dashboards and Charts
How to create charts and custom dashboards within Analytics › Reports and how to modify the report layout and utilize the actionable data… Every Pipeliner user with the right to use Reports can create their own Reports and share reports with… Creating a Standard Report or a Pivot Table Report Management Reports — Creating Forecast Reports
Reports - Creating a Report using Historical Data
Reports — Creating a Standard Table Report or a Pivot Table Report Management Reports — More Report… Comparison Date Reports… Trend Reports
Reports — Creating a Standard Table Report or a Pivot Table Report
This article shows you how to navigate the reports menu and organize reports as well as how to create a standard or pivot table report… You can also click on the dropdown to access All Reports, My Reports (reports you created/own), Favourites… Advanced reports are only available for Enterprise and Unlimited Tier customers. ⤵ Reports can
Voyager AI - Working with the Reports AI Agent
Use the power of Voyager AI to create Standard reports using natural language text prompts… Reports are needed - and used - by all customers but for users who haven't had reports training, it can… How to create a Standard Report using the Voyager AI Agent
Working with multi-currency options within Pipeliner
How to use multi-currency options for individual Users, Forecasts & Targets, Filters & Reports… Reports… international teams by adding multi-currency options for individual Users, Forecasts & Targets, Filters and Reports
Advanced Fields & Forms — Formula Fields
Create Formula fields on Entity Forms or create Report Calculated Values within reports using advanced functions… Just like Summary Values, the value exists only in the report where it is created ⤵ From the Report… You will then be able to use your new Report Value>Calculate Value in your report as well as in Charts
Filters - Working with AND & OR operators
Use Custom Expressions in Filters to combine ANDs & ORs together with parentheses to create complex criteria for data segmentation & reports… Filters can be used to select the data you want to: Report on in Standard, Pivot, Advanced Reports
Working with Quick Filters
Reports… Report Detail TheQuick Filter toolbar has been added to Reports and uses the same behavior as on Preview… Converting to Advanced Report Quick Filter has not been implemented in Advanced Reports due to their