Automate pulling reports

I have to pull an analytics report for each and every active project we have. [Analytics → Project Financials → Cost→ Cost to Date Transaction Details Flat for Excel Export] I'd like to find a way to automate pulling these reports. Does anyone know how to automate this? Alternately pulling a single multi-project report that provides the same transaction details would work.

Parents
  • Let me know if you find a good third-party solution. I've been looking for reporting software for SCM for a long time.
     
    Otherwise, there isn't an automated way to generate reports outside of developing your own solution via the public API. Even that can be limiting, though, and I haven't had much luck due to the limited fields in V1 and V2. (I haven't worked with V3 yet, which may release more)

    You could use the Excel Addin for SCM.
    Create the report in Excel and refresh the data when you need to pull the reports. 



Reply
  • Let me know if you find a good third-party solution. I've been looking for reporting software for SCM for a long time.
     
    Otherwise, there isn't an automated way to generate reports outside of developing your own solution via the public API. Even that can be limiting, though, and I haven't had much luck due to the limited fields in V1 and V2. (I haven't worked with V3 yet, which may release more)

    You could use the Excel Addin for SCM.
    Create the report in Excel and refresh the data when you need to pull the reports. 



Children
No Data