Having a clear overview of your workload and vital statistics is essential. Views and reports in Podio will give you just that. Views
Views are created by combining app layouts (how the items in your apps are visualized) and filters (which items you see). In practice, views are the best way to either get a focused look at what you're responsible for (e.g. your project deliverables, sales leads, etc.) or an overview of the progress of your team. Our video guide in the Help Centre will show you how to create your own. Reports
Reports will neatly summarize the data from your apps: build sales pipelines and revenue reports, display the time spent on projects, you name it. Display these reports on your personal home page, in your apps, or beside the activity stream in a workspace or Employee Network. The video above will show you exactly how this is all done. If you need a hand simply leave a comment on the video or write us via support@podio.com. Best regards, Team Podio P.S. Podio Premium features visual reporting – including line and bar charts. Upgrade your Podio plan today for the ultimate overview of your work in Podio, or find out more about visual reporting. | |
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