Are there any extensions which would help us to generate more robust reports?
Specifically, I'm looking for a way to aggregate data from multiple apps into a single row/column report (which would be more of an "export" with Podio terminology since Podio reports are more like Excel Pivot Tables to me). For example, we would like to create a report listing all sales leads of a certain type. But, we would like to include the telephone number of the customer which is stored in a linked "customer" app. Currently, we just have to use workflows to aggregate the data into a still separate app that aggregates from the "pipeline" app and the "customer" app. And, that's a bit cumbersome to do.
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Did you try to collect the data in a calculation field and show the result as a list or a table? A great solution for creating reports even with PDfs and charts is the extension GlobiFlow. I often use combinations of calculation fields, Podio Flows and Globiflow to create reports with data out of 50 workspaces and dozens of apps. But sometimes only one calculation field will do.
Rainer
rg@delos-consulting.com -
Hi Phong,
tables you can create with markdown syntax https://github.com/adam-p/markdown-here/wiki/Markdown-Cheatsheet
An example how i use it see here: result - codeRainer
rg@delos-consulting.com -
Hi Eric,
did you manage to find a solution. I have the same issue. I need pivot table function (inside to outside podio) to create report because of relationship between several apps.
When I export to excel, I get relationship field as string with items separated with ";" .... which is not helpful.
thank you
Valery
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