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I need to create a report to show any card with a particular label

Creating a report daily to show cards with a certain label so they can be followed up by team.

Have had no previous success creating reports so any suggestions would be helpful.

We use codes for each card i.e. customer initial then work type I need to get the work type in a report

2 answers

2 accepted

@Jan if a third party Power-Up is an option, take a look at the Reports by Screenful Power-Up, which makes it easy to create such a report and schedule it to be sent daily at the specified time to the selected individuals.

Here are some guides for working with reports:


Happy to show a demo over a zoom call. Just send me a private message to book a slot!

Thanks I will take a look

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Answer accepted
Iain Dooley Community Leader Jun 07, 2021

@Jan you can use the new timeline view and break down by label:

Thanks would be great if the cards used dates.

Also looked at Dashboard which appeared hopeful but you can't drill down there.

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