The last field will be displayed on the next line. The last field will be displayed on the same line as the rest of the data in that row The value of the first field will be used as a sub-heading for the group The report will be grouped, sorted and sub-totalled by the first field. Use the table below to help you choose which options to set for the report. If you wish to see the report in your My reports tab, include yourself in the list of staff who can view the report. When a staff member is selected here, the report will appear on the My reports tab of their Report Builder screen. Select staff members who can view the report. If necessary, you can delete unwanted criteria by clicking the icon. For example, for the Due Date criterion, you might select 'End of the month' as the value to test against. Each criterion has optional values used to limit the scope of the report. Select the criteria to filter the data that will be in the published report.
For example, if you use the "Time" field and the "Time (totalled)" field together, you may get incorrect results. If necessary, you can delete unwanted fields by clicking the at the right-hand end of the field box.Īny fields with “(Totalled)” in their name will total that column based upon the grouping of the other selected fields.ĭo not include both the single and totalled field of the same name. You can then use the option described in Step 4 below: "Display the last field on the next line" to provide a tidy report format. It is a good idea to put long fields, such as Job Description, at the end of a row (bottom field in the Report Designer). You can change the order of fields by dragging and dropping the field boxes relative to each other. The top field will be in the left-hand column of the report and the bottom field will be the right-hand column. The order of the fields determines the order of the data columns in the report. For further details of available reporting data fields, see Report builder data field reference. This will be the name that you use to select the report later, and it is also the title at the top of the published report, so it's a good idea to use a descriptive name that illustrates what is in the report.Ĭhanging the title of a sample report and then saving the report will create a copy of the report and store it in the Reports > Report Builder > Custom reports tab.Īdd fields to include in the report by selecting them one by one from the drop-down list of available fields. Follow these steps to design your report:Įnter the title of the report. The Report Designer screen for the chosen report is displayed.
This is because expenses are stored in the Job Cost table, although you might expect them to be stored in a table called 'staff'. However, you may sometimes need to experiment to find where the data item you want is actually stored.įor example, the ‘Monthly staff expenses’ sample report is actually based on the Job Cost data table. In most cases, it's easy enough to choose the report that contains the data you want to report on. If you have any suggestions or run into any issues with his new feature please let us know at course, you can also reach out to us at any time if you need help setting up or using this or any other features in your WrkPlan system.The available reports relate to the WorkflowMax database tables such as lead, job or the WIP Work In Progress in WorkflowMax is all uninvoiced staff time and disbursements recorded on client jobs. In this beta release – users with access to this feature will be able to run reports on ALL data in the Profiles listed above, so admins should only grant access to users accordingly. Once activated, users will be able to run reports by going to General Ledger > Utilities > Custom Report Builder. The Custom Report Builder permission option is under General Ledger. To activate this feature, an administrator on your account will have to grant permission under Admin > Masters > Users or User Groups. You can also save report criteria to easily rerun in the future.
Choose any combination of fields from these profiles, apply filter(s) on the data and any sorting criteria – then run and export as either an excel or PDF file.