How to use reports – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to use reports

  1. Go to Reports & Indicators > Reports.

    Note: You can add a report to my workspace by clicking the favorite icon in the report card.

  2. Click a report and it opens in a new tab.

By using the toolbar actions in the reports view you can:

  • Export the report in multiple formats.
  • Column sort data in ascending or descending order.
  • Filter data.
Still have questions? We're happy to help Contact Us