Tweaking Metrics and Grouping Data in Reports
To customize the metrics in your report or to add your own, use the options located just above the displayed data. This allows you to tailor the report to your specific needs.
Multi-Grouping Data
Productive's Reports feature allows you to group data by multiple categories. Click on Group By and select the categories you'd like to group by. For example, you can organize your time report by budget and service type for a more detailed analysis.
Show Only Totals
By selecting the Show only totals option, you can pivot the report by specific columns, providing a focused view of your data.
Creating Charts
For a visual representation of your data, click on the Visualize dropdown and choose the type of chart you'd like to see. You can switch between a chart, and a table view, or display both simultaneously.
To adjust the chart type, use the menu above the data, and select from the following options: Column, Line, Area, Bar, Donut, or Metric.
Currency Switcher
The Currency switcher option enables you to display financial data in reports in any other currency, based on the exchange rate of a selected date.
After selecting the new currency, choose the date on which the rate should be applied.
This adjustment will only affect the display currency and data within the report, leaving the default currency unchanged.
