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 pre-configured report definitions. 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 workspaces, go to Spaces & Workspaces > Workspaces and click Report.
• 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 Web Client 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.