Admins can create, search, and edit Custom Reports to be made available to every project in your organization
You can access Company Reports by clicking into Admin section and navigating to the Reports tool:
How to create a Company Report:
SmartPM allows Admins to create custom reports that will be accessible in any project for users to create in SmartPM. These reports will show under the Company Reports section.
- You will start by clicking the blue "Create Report" button.
- You will be brought to the report configuration tool where you can add Pages. Each Page can include different types of cards for the report (Chart, Info, Table, Narrative, Gantt).
- Once you have added the Pages and Cards that you want the report to include, you will enter a name at the top of the Report. Then you will click "Create".
- Now you will see the new report you created in any of your project's Reports tool.
How to Edit/Copy/Delete a company report:
Once a company report has been created, you have the option to Edit, Copy, or Delete your company report at anytime.
- First go to the Admin > Reports tool.
- Click the pencil icon to enter the report configuration tool where you can edit any of the report configurations. Once you save any edited changes, the report will reflect these updates going forward.
- Click the duplicate paper icon to copy your existing report into a new report.
- Click the trash bin icon to delete the report. Once a report is deleted, you will be unable to recover the report.
