WorkflowMax reports provide rapid access to the valuable data within your organisation.
Report output can be viewed on screen, printed or exported in several electronic file formats.
When viewing a report on screen, fields such as job numbers are presented as links that you can follow, to go directly to that job's job information screen in WorkflowMax. This feature allows you to view your data at an overview level and then drill down for more detail if you wish.
- Learn about reporting in WorkflowMax
Watch the above video for details of all the reporting features in WorkflowMax or register for our free, self-paced online course. The course covers the same material as the video, but in five convenient lessons. Each lesson has straightforward practical exercises so that you can explore the reporting options covered.
Learn about our free self-paced "Reporting" course - and then register your place!
- Standard and built-in reports
You can run any of the large selection of ready-made standard reports, which are available at Reports > Standard reports. In WorkflowMax, the reports are grouped by category, and each report is listed with a short description of its content. For details of each report, see the Standard reports reference article.
One of the most useful standard reports is the Job financial summary report, which provides detailed information on the current financial status of your jobs - including profitability.
Several additional reports are available within the Job Manager. These are referred to here as "built-in" reports, to distinguish between them and the ready-made reports found at Reports > Standard reports.
- Custom reports
You can substantially extend the reporting power of WorkflowMax by using the Reports > Report Builder to create, modify and run custom reports.