As PlanRight has evolved we have seen that more and more businesses want data insights on their scheduling and because every business plans differently not one reporting size fits all. So we have added more ability to customise the scheduling forecast data insights to view on screen and then export that to CSV to allow business to manipulate that data for even more individualised reporting insights.
Key functionality in this release is all to do with the dashboard forecast tab:
The drilldown in the job forecast is now grouped by task and assigned staff member and is editable.
Job forecast can be filtered to view only a specific job.
The export to CSV in the forecast now includes all drilldown data, filter options for the job and staff forecast are now applied to export to CSV and specific jobs can be selected to be included or excluded from export to CSV.
We are currently seeking feedback from our users to determine our roadmap. Do you have a feature request? Would you be interested in PlanRight as a standalone tool by itself? If so please let us know by dropping us an email to firstname.lastname@example.org