Every client has special and specific needs. With ProWorkflow’s custom reporting tool, you can provide them with the most detailed reports. Whether it’s for time, tasks, projects or financials, our reporting toolkit will easily sort your information to give your team exactly what they need. Save and export these reports to share internally with your team, or send them directly to your clients.
Custom reports let you select any data you’ve entered into our system to use as filters or included information. With those tools, you’ll be able to make any report that you need and even share the report with your team.
Built-in Report Features
If you’re not ready to get into building your own reports yet, ProWorkflows Standard Reports provide detailed information on workload and performance as well as your Projects, Tasks, Time, Staff, Clients and Financial data.
Remember, you can customize any of these reports and save them, so don’t be afraid of experimenting!
Save and Export Reports
When you save your reports, you can do so with relative date ranges. This means any time you run that report in the future, the data will be current. The Favorites function allows you to prioritize your custom reports.
Your custom report can be exported to either Excel, PDF or sent as an email.