User Manual
User Manual
The To Do List in Ragic Reports helps you track and update work progress in real-time. For example, you can use it for order tracking, to-do lists, project progress, and more. Users can view task details and update completion times through this report.
The sheet must include a Date field to use the To Do List.
Note: If you don't see any report options on your sheets, it may be related to your report access rights. For issues with viewing or generating reports, please contact your SYSAdmin to check and adjust the access rights configuration.
In addition to viewing saved reports created by your SYSAdmin in the Reports tab, you can also generate your own reports.
After generating the To Do List, the following page will appear.
First, choose a field to record the "finish date of a task". Only Date fields can be selected.
After selecting the field, the records will appear. The fields displayed at the top are based on the columns set on the sheet's Listing Page.
Based on user Access Rights, tasks with modify permissions can be selected. For Bulletin Users, the report displays all records, but only those with modify permissions can be selected. Viewers, lacking modify permissions, are not recommended to use this report.
Users can check off completed tasks, which will turn gray, and the current date will be updated in the selected Date field. If you uncheck a task, the Date field will not be updated. Previously checked tasks will no longer appear in the report after refreshing.
When you click on a task, the detailed information will be displayed on the right side.
When there are no Date fields in the sheet, the To Do List cannot be used.
Additionally, if the Date fields in the sheet already contain data, the following page will appear.
You can use the Printer Friendly or Download as PDF option to export reports.
When your sheet has Shared Views or the Fixed Filter applied, you can filter the report based on those views.
You can embed the report into your website or share a link with others.
You can adjust the report’s style settings, including font, font size, boundaries, etc.
