Customized Reporting Solutions in Workamajig

Custom reports are a great tool to utilize when the standard setup for Workamajig doesn’t meet the needs of your agency’s reporting methods. Custom reporting can be used to enhance internal and external reporting methods, or as an alternative billing presentation to overcome any limitations with your invoice templates.

Custom reports are a great tool to utilize when the standard setup for Workamajig doesn’t meet the needs of your agency’s reporting methods. Custom reporting can be used to enhance internal and external reporting methods, or as an alternative billing presentation to overcome any the limitations of your invoice templates.

The Media Custom Report Dataset provides a great example of this tool in practice. There are many options for displaying the data from your media orders on reports and invoices. However, your client may require that data be grouped or displayed in a manner that is not available within the default options or reports. Using the custom report data set for media will enable you to access the myriad of options for grouping and displaying your media data.

You will find it helpful to use the Workamajig Custom Report Dataset Cheat Sheet to determine which data set to use and which fields are available to you. This is a very useful tool. Since many users at the Workamajig User Conference were not aware of its existence, you can click here to download a copy from the Workamapro website or click here to view the document within the Workamajig Help Guide.

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