Q & A
Bryan Kellenberger Folder Organization
Hello,
I am testing out zz, currently a Planswift user, does zz have a way to breakdown items so you can view/export them separately? I bid civil utilities, attached is a screenshot of how I have my PS set up.
Hi Bryan. In our Reports tab you can group by any column you want and export the data. The new version which is coming soon will allow you to also add filters as well and create saved views. Hopefully this will solve what you are after.
I notice you have lots of custom columns. I'm curious are those all calculated using formulas, or manually entered values?
Heber, Thank you for the response, most of the columns you see there are manual entry values. There are actually a lot more columns that are not shown here that have all the formulas to get me the quantities that I need that are auto populated in a report.
Our latest update has a lot of improvements with reports, so you can now filter & sort with more options, and then you can save your own custom report views.