What should I do if I need to customize a report in Assisty?
Assisty offers a robust customization capability to tailor reports according to your specific requirements. If you find that the existing reports do not fully meet your needs, we have a solution for you! Our dedicated product team is ready to assist you in creating custom reports that align with your business objectives. Here's what you need to do:
Define Your Customization Requirements:
Clearly outline the modifications or additional features you would like to see in the report.
Provide specific details, such as the desired data fields, calculations, filters, or visualizations.
Prepare Supporting Materials:
To help our product team understand your requirements better, provide an Excel template or a screenshot of a similar report that demonstrates the desired layout and data presentation.
Include any additional notes or explanations to clarify your customization needs.
Reach Out to Our Support Team:
Contact our support team or reach out through our designated communication channel.
Share your customization requirements and the supporting materials with our team.
Our support team will guide you through the process and ensure that your customization needs are understood.
Custom Report Development:
Once we receive your customization request, our product team will assess the feasibility and complexity of the customization.
Our team will work closely with you to refine the requirements and provide an estimated timeline for report development.
Rest assured that there are no additional fees for custom report development.
Review and Deployment:
After the custom report is developed, our team will share it with you for review and feedback.
We welcome any necessary adjustments or revisions to ensure the final report meets your expectations.
Once the customization is finalized, the custom report will be deployed to your Assisty account for immediate use.
By following these steps, you can leverage our custom report development service to create reports that perfectly align with your business needs. Our product team is committed to delivering tailored solutions that provide the insights you require to make data-driven decisions.
Define Your Customization Requirements:
Clearly outline the modifications or additional features you would like to see in the report.
Provide specific details, such as the desired data fields, calculations, filters, or visualizations.
Prepare Supporting Materials:
To help our product team understand your requirements better, provide an Excel template or a screenshot of a similar report that demonstrates the desired layout and data presentation.
Include any additional notes or explanations to clarify your customization needs.
Reach Out to Our Support Team:
Contact our support team or reach out through our designated communication channel.
Share your customization requirements and the supporting materials with our team.
Our support team will guide you through the process and ensure that your customization needs are understood.
Custom Report Development:
Once we receive your customization request, our product team will assess the feasibility and complexity of the customization.
Our team will work closely with you to refine the requirements and provide an estimated timeline for report development.
Rest assured that there are no additional fees for custom report development.
Review and Deployment:
After the custom report is developed, our team will share it with you for review and feedback.
We welcome any necessary adjustments or revisions to ensure the final report meets your expectations.
Once the customization is finalized, the custom report will be deployed to your Assisty account for immediate use.
Conclusion
By following these steps, you can leverage our custom report development service to create reports that perfectly align with your business needs. Our product team is committed to delivering tailored solutions that provide the insights you require to make data-driven decisions.
Updated on: 06/07/2023
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