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Customize your PMCHEK Reports!

Customize your PMCHEK Reports!

Posted by PMChek.com on June 25, 2020 with update July 31, 2020
Blog Post
Reports

ALL NEW PMCHEK REPORT WRITER!

New in PMCHEK 2.0 is the ability to add your most often used reports to your dashboard.  Now, all you need to do is populate your list of reports, login, and click on the name of the report and it will run automatically.  After running, you can customize the report according to your preferences!

Reports that are formatted in HTML have several options for customizing.  With HTML reports you can customize of each of the columns by clicking on the Column Name.  The Customize Report Column page will populate for the selected column.  Options able to be modified are  displayed in gray or with a drop down menu.  Options not modifiable will appear in red.  Options for customization are based on the type of data displayed in that column.     

You can change the options available in each area including Column Naming, Sorting and Filtering; Data Formatting including Alignment, Decimals, Footer, Text Color, Text Style, Match Operator, and Match Value options.  The Formatting Help section gives details on how to change colors and do custom matching. 

On the bottom center of the screen you will see an icon that is a circle with arrows in opposite directions, this is the option to Change Report Column Order.  Use the arrows to move a report up or down in the list.

Menu
Reports
Columns Change
Reports Change

Want to know more?

If you have questions or want more information on PMChek and how it can help your business please call us
at 813-774-6422 Monday to Friday, 9am to 5pm Eastern. We look forward to talking with you!

 
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