In this new section it's possible to download template reports which can serve as a starting point for your custom reports. We're starting off with Microsoft Excel templates and will expand the section with templates for other BI tools like Tableau in the coming months.
Microsoft Excel templates in the following categories are now available for you to download: summaries, project, financials and resources. In the weeks to come we will extend the Microsoft Excel templates portfolio with new templates and new categories.
Templates that are available right now are:
- Customer summary
- Projects overview on state
- Projects earned value chart
- Billing
- Resource Utilization
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