Flexible Reports in CENDAS

What are flexible reports?

With our flexible reports, you have the option to export all the information you have documented in your tasks as a PDF. Using various settings, you can create as many report templates as you like and tailor them to your use cases. 

You can access the report templates via the following path: Global Templates -> Reports

Under "Create new report template" you start configuring your templates.

1. Preparing the Template

Work through the individual tabs step by step.

1.1. Basic Information

Name your template clearly so you can find it again at any time, and optionally add an additional description.

You can categorize your reports by selecting the report type.

1.2. The Cover Letter

For each report template, you can design a cover letter according to your wishes.

Assign a headline, decide on the layout and to what extent the cover letter should still be editable when creating the report.

1.3. The Footer

Create a footer with the desired information and decide how you want to use it.

1.4. Export Settings

Now you can decide how your export should be named. The naming is done numerically ascending per date.

Example:  1. Support-Report_20250603-1

          2. Support-Report_20250603-2

1.5. Formatting

You can also fine-tune the formatting and decide on various details with just a few clicks. 

1.6. Attachments

You can decide whether and how to send images and documents from your tasks separately. 

1.7. Plan Overview

You can decide how you want to display the plan section in the report. 

1.8. Save and Continue

Save your template and go directly to "Task Design".

2. Task Design

2.1. The Editor

How should the selected tasks be displayed in the report?

You design the presentation of your task in the report via drag & drop.

Using various fields, you can decide yourself which information you want to display per task in the report. 

Add desired fields or remove them to customize your report.

Some fields can be edited in more detail in the right column.

Example fields:

Task Title

Plan View

2.2. The Example

2.3. The Preview

3. The Report

3.1. Task Selection

You have finished creating your template and now want to create a report?

Select project -> tasks -> select tasks -> "Create report"

3.2. Final Touches

Select your desired template from the drop-down menu.

Assign a headline.

Depending on the settings when creating the report template, you have different options here to edit the individual components in the report.

3.3. The Report

Click "Create" after you have made all adjustments.

Once you click "Create," you will see a progress indicator:

After creation, you have the option to download your report, but you will also receive it directly by email (depending on settings, with a .zip attachment).

All created reports are saved in your project files under Reports.