Reports [BETA]
Run and distribute reports on any tool! This is an early version, but we know it was needed, so we released it now while we make it better.
Written By Patrick
Last updated 7 months ago
From any tool home screen select Options and then Reports
Give the report a Name and Description. Then choose if you want to send it as a link (brings you back into Mercury) or a PDF (opens an export in browser).
Distribution can be set to On Demand if Reoccurring choose the Interval (Weekly, Monthly, Etc.) and Timing
Select the Columns button in the upper left. Choose which columns you want to include on the report and move them in to the desired order by dragging the waffle on the left of the checkbox.
Use the Magnifying glass to set filters, the Eye icon to hide columns and the 2 squares icon to group any column.
Hit Save Report!