Custom Templated Reports provide the ability to create an Excel Report using a variety of data fields from the 4castplus workflows. In addition, the Templated Reports feature allows you to build formulas as Custom Data Fields, providing you with the ability to create company and industry specific metrics and KPIs.
- Open Projects
- Click the Custom Reports and Charts tab
- Click Custom Templated Reports.
The Custom Templated Reports are split into three separate areas:
- Project-Level: Reports created here are available for selection in the Reports tab in your Project
- Global: Reports created here are available for selection in the Custom Reports section in Business Intelligence.
- Custom Data Fields: Build formulas to create company specific measurements and KPIs