Customizing and Sharing the Report
By clicking Customize, you may build a report tailored to your business needs and requirements in our Reports Builder.
On the sidebar, in the Columns section, you may select the columns data from which will be displayed in your report. Additionally, you may delete the columns that are no longer needed or move them by dragging them over. The number of columns that can be added to the report is unlimited. The data that can be added is filtered into separate sections, such as General with basic information about the tasks, Performers, which mostly contains information on who worked or is working on a task, Forms, Productivity, etc.
Select the parameters you would like to add to your report to see the full overview of the performance based on your business needs.
Please note: the first column (Process or Form) is added by default and cannot be deleted or moved.
After you select all the needed parameters on the sidebar in the Columns section, click Apply to check the modified report. The Widgets in the Report Builder will automatically pull the data according to the selected parameters.
After customizing your report, there are two options for how you can use it:
- You may click Apply Changes to publish the modified version of the report that will be available in the Activity Status section.
- You may share the link to the customized report with your team members by clicking Share and selecting one of the options from below:
1. Link for Admins. You may copy the link to share it with your team. By sharing these links, other Fluix admins can open and check the exact report you created. Please note: to check the shared report, your team members should have Admin permissions in your Fluix account.
2. CSV. You may download the CSV file with the filtered data as a report to share with your team, stakeholders, or management as a file.
In case you have any questions or difficulties with setup, contact our support at support@fluix.io and we’ll be happy to help you.