Creating reports from the document list
By Sammie and 1 other2 authors3 articles
- Exporting Document and Matters lists for reporting purposesIf you're looking to build your own reports outside of Plexus, exporting your data to Excel is a great place to start.
- Creating visual charts and calculating quick equations in your document listUnlock value from your document list by creating in-system visual graphs and basic spreadsheet calculations
- Using spreadsheets to further report on information from PlexusThis article will show you how to export and manipulate your data to get quick answers to your reporting questions