Quick Reference Guide

Quick Reference Guide

Navigating the world of data reporting can often seem daunting. WorkMax presents our Custom Reports Quick Reference Guide to aid in this endeavor. This compact guide covers all the essential tools you need to know when creating and working with custom reports in our system.

Our guide provides you with an overview of the functionalities available in our report designer. From simple functions like inserting tables and lines to more complex tasks such as embedding PDF content.
We also introduce you to the toolbox elements, such as Label, Check Box, and Picture Box, designed to enhance your reports' clarity and effectiveness. We highlight advanced features such as dashboard gauge visuals and compact Sparkline charts to bring your data visualization to the next level. This guide will also illustrate how to embed a signature in a report exported to PDF, an invaluable feature for official documents.

By delving into this guide, you will gain an in-depth understanding of creating, editing, and optimizing reports, enriching your data analysis capabilities and ultimately leading to more insightful and impactful decision-making.

Explore the power of custom reports, we are providing you with the tools to unleash the full potential of your data, Please use the link in the attachment below as a reference Guide.

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