Team Member Details on Reports

We're thrilled to announce the latest feature in SiteZeus - 'Team Member Details.' This powerful addition empowers users to access and utilize team member contact information associated with units seamlessly, providing enhanced reporting capabilities at both the Custom Reporting Level and the Development Report.

Custom Reporting Level: Precision in Data Retrieval

With the 'Team Member Details' feature, users can now include team member contact details, such as phone numbers and email addresses, in custom reports. This ensures that reporting at the unit level is not only comprehensive but also includes vital information about the individuals involved in the development process.

It is important to note that the standard 'Team Member(s)' field is still available for selection, meaning you can choose to show just the name and associated role, or select 'Team Member(s) Details' to include the phone number and email address:

Similarly to how you can customize the 'Team Member(s)' field to include only specific Team Members, that feature is also available on the 'Team Member(s) Details' field:

 

Development Report: Comprehensive Project Insight

The 'Team Member Details' feature extends to the Development Report, offering a more detailed and comprehensive view of the team members associated with each unit. Now, users can easily access contact information for team members directly from the Development Report, streamlining communication and collaboration.

Enhanced Export Functionality: Unit-Centric Spreadsheets

One of the standout features of 'Team Member Details' is the streamlined export process. When exporting reports, each unit's data, including team member contact details, is now organized into individual spreadsheets. This not only simplifies data management but also facilitates easy viewing and distribution.

Upgrade your project management workflow with 'Team Member Details' in SiteZeus. Stay tuned for more innovations as we continue to enhance our platform to meet the evolving needs of our users. Try out this feature today and experience a new level of precision and efficiency in your development projects!

For questions about setting up your own report to include Team Member(s) Details, or for any feedback on this new feature, please reach out to your SiteZeus Support Specialist using the in-app chat. Thanks for reading!