WorkMax | INSIGHT & CUSTOM REPORTS

INSIGHT & CUSTOM REPORTS
Changing the Sort order of the data in a Custom Report
In this example, we will guide you through sorting data and selecting criteria for sorting in a custom report.
Building Custom reports with Form Data.
In this example, you'll learn how to take forms from WorkMax and transform them into a custom report.
Scheduling Reports
This overview will walk you through scheduled reports and how to best utilize them.
Consolidating data using the Group band
Get ready to elevate your reporting skills! In this segment, we'll reveal the powerful technique of consolidating data using the group band within custom reports.
Modifying and building filters for Custom Reports
In this segment we provide an example of modifying an existing Custom Report filter.
Tasks and Unit tracking
In this video we go over how to turn on Units tracking for Tasks sometime referred to as phases or cost codes, along with the 2 main ways of tracking this in the system. Please keep in mind not all users system settings and workflows will be the ...
Adding a budget to a job manually
In this Video we go over manually adding Values to the budget in WorkMax for users that are unable to import them.
Using Productivity
In this example we go over using productivity to be able to take away from a budget with out creating additional time records.
Understanding the productivity dashboard
In this video we walk you through using and understanding productivity in insight.
Custom Reports - Exporting Reports
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Custom Reports - Reports and Tools
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ConnectMax File Export
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Custom Reports - Modifying Existing Reports
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Intro to Insight
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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 ...

WorkMax | INSIGHT & CUSTOM REPORTS | Help And Training

INSIGHT & CUSTOM REPORTS

Changing the Sort order of the data in a Custom Report

Building Custom reports with Form Data.

Scheduling Reports

Consolidating data using the Group band

Modifying and building filters for Custom Reports

Tasks and Unit tracking

Adding a budget to a job manually

Using Productivity

Understanding the productivity dashboard

Custom Reports - Exporting Reports

Custom Reports - Reports and Tools

ConnectMax File Export

Custom Reports - Modifying Existing Reports

Intro to Insight

Quick Reference Guide