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Creating a report for specific job payables per each vendor.

Mihai Petrescu 5 months ago in Home Portal / Smart Projects updated by Mahmoud Tawfeek 2 weeks ago 9

Dear Team,

Is there any way to create a report for specific Job Type for specific Vendor so that we can calculate the amount of time spent on the job?

Regards,

Mihai

+1

Best way is to create exports from xtrf, it can be done automatically by API, and build a BI dashboard using MS PowerBI or Google Data Studio. 

Victor, would you be open to connecting? I am trying to establish automation around report exports, I understand you have substantially more experience than I do and would appreciate your help :) 

+1

I don't really use the reports section in XTRF anymore.

I export the data to a Google sheet and then get the information through pivot tables, pivot charts or Google Data Studio.

Hi Juan,

could you please tell me, how to export data to google sheet, is it through api or there is another way to do that?

Hi Juan, I'd love to know how to export data to a google sheet too if possible!

+1

Hello. We use the Google Sheets Add-On for XTRF.

Here you have the information: https://xtrf.userecho.com/knowledge-bases/6/articles/708-a-guide-to-xtrf-for-google-sheets-add-on

Thank you very much Myriam for the link.

+1

Hello Laura and Mahmoud.

XTRF has an add-on for Google sheets, but in my case it doesn't work correctly with views that show lots of result.
I do it manually every week. I just get a view that I have done specifically for that purpose, and export the results (CSV) through the "Export" button in XTRF. Then, I open the sheet that will contain the information and import the data through File->Import.

Let me know if you need more details and I will be more than happy to help.

My best regards.

Thank you very much for clarification.