Reporting hub
Levels and steps
About Reports
Reports – Concepts
Business object - Reports
Custom report
Expression builder
Flexible subreports
Mail merge reports
Planon system reports
Report definitions
Subreports
Fields and columns
Field types
Reporting
Saving reports
Save options for reports
Exporting data to XLS / XLSX
Previewing & printing reports
Report settings
Report types and fields
User Report Definitions
Adding a new user report definition
Show additional field information
Including sub reports in your report definition
Making report settings
Options for grouped reports
Only show group lines
Show group fields in detail lines
Fonts for reports
Report definition field settings
Creating a report customization
Creating a report on available workspaces
Displaying multiple-select free fields in reports
Creating 'Data only' reports
Creating reports for texts and tooltips
Creating reports for space mappings
Mail Merge Report Definitions
Templates in general
HTML templates
.rtf, .doc and .docx templates
Creating a mail merge definition and a template file
Uploading a template directly instead of using WebDAV
Generating mail merge reports
Creating bulk mail merge reports
Subreports in a mail merge report
Inserting flexible sub reports in a mail merge report
Emailing forms containing signatures as PDF attachments
Emailing a form to multiple recipients
Images in templates
Including images dynamically in templates
Dynamic images in HTML templates
Dynamic images in DOC/DOCX templates
Working with Expressions
Adding an expression to your report definition
Building expressions - Adding an operator
Adding a text constant
Adding a numeric constant
Adding functions
General functions
Date-time functions
String functions
Special functions
Numeric functions
If-then-else expressions
Combining functions
Using slashes in expressions
Troubleshooting
Cannot save or preview reports
Reports – Field Descriptions
User report settings
Numeric fields
Date-time fields
Report for texts and tooltips fields
Operator fields