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How to pull reports
How to pull reports
Problem
- How do I pull reports?
- How do pivot views work?
Solution
Please follow the steps below:
- When browsing around in TaskFlow, everywhere you see the pivot icon, you can create your own customised pivot report
- The pivot table will adapt to the "Filters" and "Group By" functions in the search area
- To change the X-axis and Y-axis, use the "-" and "+" signs and add any field in the database
- To change the rest of the columns, you can use the "Measures" drop down
- 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.
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