This 90-minute session is designed for WorkflowMax administrators and users who are wanting to develop an understanding of the reporting capability of WorkflowMax.
This will be an interactive session and assumes that attendees are already familiar with using WorkflowMax.
Key topics covered in this course:
Types of reports available
• Standard Reports
• Report Builder
Understanding and navigating standard reports
• Standard report types explained
• Navigating the standard reports menu
Building custom reports using the Report Builder
• Navigating my reports tab and making a report a favorite
• Using the Custom reports tab and assigning a report to my reports tab
• Designing custom reports using sample templates
• Designing custom reports from scratch
• How to export standard and custom reports
• Working with exported data in Excel