Articles on: Reporting and Analytics

Advance use of prefix/choices in reports

In reports, it is possible to create specific choices that a user must respond to. This is especially useful if, for example, you need to update names and data in multiple places within a report.

When options are used, you can specify in advance where it applies, for example, "Customize the name of the project manager."

Create fields to consider

As indicated in the image below, you simply need to insert the text between two curly braces (remember to include spaces). So, if you want to include the project manager, it should look like this: {{ Project Manager }}.

Insert prefix

Update fields

When using this report on projects, you just need to click the yellow replace button, after which you can easily edit the text throughout the report:

Replace text

Updated on: 12/08/2023

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