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19 Apr14:19pm
posted by admin
Protected: ClickUp Admin Training Course Reporting

Reporting is a big subject.  It involves multiple departments, approaches, and massive amounts of data (which must be correctly applied and interpreted).  Technically, the reporting happens as a dance between 3 areas:

  • Dashboards
  • Source Data and Organization of this Data
  • Permissions

Depending on who needs the data, it may be presented in Dashboards, Lists, or both.

Depending on who needs the data, the source may be a folder, or a list.

And depending on who needs the data, permissions (usually view-only) may need to be given on lists or folders.

Lesson Content
0% Complete 0/4 Steps
Dashboards
Source Data and Organization of Reportable Data
Permissions for Reports
Payroll
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