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Filtering options on reports in Pipefy

  • May 27, 2020
  • 1 reply
  • 227 views

Is it possible to build and save Reports so I don't need to create new ones every time? 

Best answer by Felipe Scholz

Hi Emily,

 

Yes, that is possible. First, you need to access the reports section at the top bar, right next to the kanban view button. 

 

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Once you are at the Reports section, you can click on "create a new report". In that new section, you'll be able to configure the format of your report and save it by clicking on the in "save report" at the bottom left.

 

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I hope it works! :)

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  • Pipefy Staff
  • 94 replies
  • Answer
  • May 27, 2020

Hi Emily,

 

Yes, that is possible. First, you need to access the reports section at the top bar, right next to the kanban view button. 

 

-GXogTtRS4xnAno1Q7igaFvNrIRRxZ_sOaYv2IPtyQWNtfhGng28Q94JqfMJUyKm2gvneOOL-t4WiIFQRs9q6hKzwMb9fUP0JO_NkEsRjed5q2NWOTSwCi-RRAGKOUZBdpvuvFLc

 

Once you are at the Reports section, you can click on "create a new report". In that new section, you'll be able to configure the format of your report and save it by clicking on the in "save report" at the bottom left.

 

QlqDBElQk553esmkWn2IOtC0RFo1LqHhi8Ssmv3OgreqHH0st55m96PDM0V7div84es3RTuMgOCj3JeJBAvI0smUp7M0hOU6v9WezfwjDPJAM_IO1tgQ-IpVBiE1yUsIeLSi9DZ3

 

I hope it works! :)


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