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How to collect ratios from different reports into one?

 
A popular request is to collect ratios from various reports on one screen: for example:
- count of created deals;
- the sum of successful deals;
- count of calls;
- count of processed companies.
 
Nemind makes it easy - just open the necessary reports and use the mouse to “send” the necessary ratios from additional reports to the main project.
Such ratios can be used for any additional calculations, for example, to calculate the ratio of the count of calls to successful deals. Combining ratios is often used to visualize a plan-fact. The functionality of combining ratios is available starting with the Professional plan.
 

How to add calls to the deals report

 
 
Our goal is for the ratios "Calls" by Responsible to be displayed in the "test Deals" report, which will be considered the main one.
 
To do this, right-click on the "Calls" column and select: "Add ratio "Calls" into "test Deals.npt":
 
 
 
Go to the main report "test Deals.npt"
 
 
Now we see the ratios  "test Calls.npt: Calls" in the "test Deals" report.
At the next stage, rename it:
 
 
 
 
Ratio - a link to another project works almost the same as a regular ratio, in particular, it can be used inside other ratios to calculate:
 
 
 
 
 
 

Synchronization of ratios

 
 
 
 
You can select dates and change aspects - data is automatically synchronized. Also, by double-clicking on a reference ratio, for example "Calls" above, there will be a transition to the Data of the exact report from which the ratio is taken, in this example - to the "test Calls.npt" report
 
 

Automatic opening of reports

 
If the main project of the report and all subprojects to which it refers are stored in one folder, then when you open the main report, adjacent ones will open automatically.