Reporting
The Reports tool is available on all the TSI selection levels and steps. It allows you to create reports for the selected data.
There are ready-made user report definitions available in the Reports dialog box > User reports tab. You can create three types of user reports: Report, Data only, Mail merge.
On some selection levels and steps, there are also system reports available on the System reports tab. System reports are the report definitions programmed by Planon. These definitions cannot be modified. You can, however, modify the report settings, if required.
Prior to creating a report, you must first select the TSI > selection level > selection step corresponding to the subject of the report. Data corresponding to these elements will be included in the report. For a description of the report field settings, refer to
Report settings.
For example, if you want to generate a report on available workspace, go to Spaces & Workspaces > Workspaces and click Report.
Note |
• The report settings you configure are stored per report and per individual user. Next time you log in your personal settings are loaded again.
• When using the Planon application for creating reports, check your browser's pop-up blocker settings. The Planon site needs to be a part of the allowed sites of your browser's pop-up blocker otherwise reporting functionality, such as previewing a report, will not work properly.
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