Here at ProWorkflow, we know reporting can be one of those tedious chores that can take up excessive amounts of valuable time. Presenting these Reports can take up even more valuable time collaborating bits of information from different documents and sources just to prove a single point!
With our Custom Reports module, we make reporting quick and easy. Users can create Reports with exact information, relevant and all on one individual document making the creation phase and presenting phase an enjoyable experience instead.
The Custom Reports module can be found under the Reports Tab, next to the pre-made Reports we provide. The module will undoubtedly become an integral part of your reporting processes regardless of the industry you’re in or the size of your organization.
Selecting the Data
Once you’re on the Custom Reports Page, click the Green “+” Icon and select ‘Custom Report’. This will prompt a new Pop Up window where you can get started.
Step 1
· Input a name for the Custom Report and a description (if necessary).
· Decide on whether the Report should be shared across the organization or only visible to you.
Step 2
Select the exact Data you wish to see on the desired Report. Data at Project level, Task level, related Time, Expense Data, Communication and Bookmarks Data can all be brought across onto one single document!
Note: There is a difference between Time Allocated and Task Time Allocated as they represent two complete different fields on the Project Details Page. Time Allocated refers to the Time that is Allocated to the entire Project. Task Time Allocated is a sum of all the Tasks and their Allocated Time.
You can further customize the Report by selecting the Order and Grouping of the Data you wish to see on the Report. (It is recommended that you skip this step upon the first time creating the Custom Report. Later on you can come back and Edit the Custom Report and re-arrange the order of Data).
Step 3
The final step involves deciding what Search Filters should be used to generate the relevant Data.
On this section you have access to a list of different filters you can select to narrow down the Search feature of the Custom Report.
