This article explains the features of running a report in TM3.

Reports Selection

Use the side navigation to open the report selection. Here you will see all of the dynamic reports that can be run in TM3.

For example, the Client Tracking Report. If you click on the star it will make this report a 'favourite' and it will automatically appear at the top of the list. To run the report simply click on the report name.

Report Functions

Each report will have its own parameters and viewing options - Grid, Time, Pie. Grid will be automatically selected.

You are able to click and drag certain headers to group them. Please note that grouped headers will be underlined.

Editing Parameters

You can refine your results by clicking 'Edit.' You will then be given options to refine by, similar to the screenshot below. The options will depend on the report you have chosen to run.

If there are too many columns on your report, you can change this by clicking the 'Columns' button, located beside 'Edit.' This will allow you to add or remove columns depending on what information you would like to view.

Sorting Results

Using the drag and drop functionality, you are able to filter your results by the headers available. Please note, you can only filter by the headers which are underlined.

Did this answer your question?