About standard and built-in reports

For further details of how to run the standard or built-in WorkflowMax reports, open any of the following drop-down items.

Standard reports

• Running a standard (ready-made) report

  To run (and optionally email or export) one of the standard (ready-made) reports:

  1. In the Reports menu, select Standard reports.
  2. On the Reports screen, select the type of report you require.

     If you are not familiar with the content and operation of these standard reports, you can get more information in the Standard reports reference article.

  3. If the Reports (Options) screen is displayed, do the following:
     1. Select the criteria that you wish to use to filter the data.
     2. Print to preview the report on screen.
  4. (optional) Use the print icon () on the PDF toolbar to send the report directly to your printer, if you wish.

     You may need to mouse over the page preview area to get the toolbar to pop-up.

  5. (optional) Email the report.
     1. Select Email.
     2. On the Reports (Email) screen, provide the following information, as required.

        Field	Description
        Email to	Type one or more email addresses (separated by a comma (,) or semicolon (;)), as required.
        Send me a copy	This checkbox is selected by default. Deselect the checkbox if you do not wish to receive a copy of the email you are sending.
        Subject	The subject line of the email.
        Message	The message text of your email.

     3. Send Email. The report is emailed to the specified email addresses as an attached PDF document.
  6. (optional) Save the report in an export format.
  1. Select Export to Excel (.XLS format), Export to CSV (.CSV format) or Export to PDF (Adobe PDF format)
  2. View or save the exported file, as required.

Built-in reports

• Running a report from the Job Manager

  Three reports are available directly from the Job Manager Screen:

  • Job Deadline Report
  • Job Status Report
  • Staff Allocation Report.

  You need the Job Management Reports "Print" privilege in your Staff settings to be able to run these reports.

  To run (and optionally email or export) one of the above reports:

  1. In the Jobs menu, select Jobs.
  2. On the Job Manager screen, select the required report (links at top left of screen).
  3. On the Print <report name> screen, select the options to control the scope of the report as required.
  4. Print to display the preview screen.
  5. (optional) Use the print icon () on the PDF toolbar to send the report directly to your printer, if you wish.

     You may need to mouse over the page preview area to get the toolbar to pop-up.

  6. (optional) Email the report.
     1. Select Email.
     2. On the Reports (Email) screen, provide the following information, as required.

        Field	Description
        Email to	Type one or more email addresses (separated by a comma (,) or semicolon (;)), as required.
        Send me a copy	This checkbox is selected by default. Deselect the checkbox if you do not wish to receive a copy of the email you are sending.
        Subject	The subject line of the email.
        Message	The message text of your email.

     3. Send Email. The report is emailed to the specified email addresses as an attached PDF document.
  7. (optional) Save the report in an export format.
  1. Select Export to Excel (.XLS format), Export to CSV (.CSV format) or Export to PDF (Adobe PDF format)
  2. View or save the exported file, as required.

• Running a report from a job's Financial tab

  Two reports are available directly from the job's Financial tab:

  • Print Estimated Billings
  • Print Financial Summary.

  To run (and optionally email or export) one of the above reports:

  1. In the Jobs menu, select Jobs.
  2. On the Job Manager screen, select the job that you wish to report on.
  3. On the job's Financial tab, select the required report (links at left of screen - you may need to scroll down).
  4. (optional) Use the print icon () on the PDF toolbar to send the report directly to your printer, if you wish.

     You may need to mouse over the page preview area to get the toolbar to pop-up.

  5. (optional) Email the report.
     1. Select Email.
     2. On the Reports (Email) screen, provide the following information, as required.

        Field	Description
        Email to	Type one or more email addresses (separated by a comma (,) or semicolon (;)), as required.
        Send me a copy	This checkbox is selected by default. Deselect the checkbox if you do not wish to receive a copy of the email you are sending.
        Subject	The subject line of the email.
        Message	The message text of your email.

     3. Send Email. The report is emailed to the specified email addresses as an attached PDF document.
  6. (optional) Save the report in an export format.
  1. Select Export to Excel (.XLS format), Export to CSV (.CSV format) or Export to PDF (Adobe PDF format)
  2. View or save the exported file, as required.

Learn about reporting in WorkflowMax

Learn about standard reports and other reporting features in WorkflowMax by registering on our free, self-paced online course. The course includes 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!

Related tasks

• Build a custom report
• Change access to a custom report
• Copy a custom report
• Delete a custom report
• Edit a custom report

More to explore...

• Standard reports reference