How to pull reports

Owned by Andre de Kock (Unlicensed)
Feb 11, 2019

Problem

  • How do I pull reports?
  • How do pivot views work?

Solution

Please follow the steps below:
  1. When browsing around in TaskFlow, everywhere you see the pivot icon, you can create your own customised pivot report

  2. The pivot table will adapt to the "Filters" and "Group By" functions in the search area



  3. To change the X-axis and Y-axis, use the "-" and "+" signs and add any field in the database

  4. To change the rest of the columns, you can use the "Measures" drop down

  5. To export your pivot table to Excel, use the Action → Download XLS button

Contact Support

If none of the solutions solved your issue, please contact us on support@taskflow.co.za and provide us with as much information as possible. Also indicate to us through which articles you have gone through in the troubleshooting guide.