Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking for a reporting App..

Rasmus Alenkær-Jørgensen
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
April 27, 2021

Hi Guys.

I'm looking for recomendations to solve a challenge that we got.

We are a consulting company, within Network and Security.

Our sales guys wants our consultants to write a report everytime they have been on a customer case, and send it to the customer, and the sales rep, so that everyone gets a resumé of that has been done, and what needs to be done in the future, and i though that there might be an app for confluence, where we can write a "diary" on the customer and pre-program which emails an update should be sent to.

Has anyone any suggestions to which app might be able to do that?

KR

/Rasmus

1 answer

1 accepted

2 votes
Answer accepted
Katerina Kovriga _Stiltsoft_
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
April 28, 2021

Hi @Rasmus Alenkær-Jørgensen ,

We can suggest using the Table Filter and Charts for Confluence app to partly fulfill your case.

You can have multiple customer reports across your Confluence instance that are collected into one big combined report with the help of the Table Excerpt/Table Excerpt Include and Table Transformer macros.

Then the result table should be wrapped into the Table Filter macro to filter only relevant data (filtered by customers, dates, priorities, etc.). Here is an example of a such case.

The last step is to export your filtered report (not the full table!) into CSV, pdf or Word formats and send the corresponding files to your customers.

Unfortunately, we don't provide automatically programmed emails delivery.

Rasmus Alenkær-Jørgensen
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
May 5, 2021

Hi Katerina.

Thanks.

I will look into it. The automated emailing part is pretty important though :-/

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events