Webinar

Upcoming: Custom Reporting in Projectworks

It’s been hotly requested - and we’re excited to launch new custom reporting in June!

‍

Custom reporting in Projectworks lets you build reports that surface the most important insights for you and your unique business - without needing to use a connected spreadsheet or any other third-party apps (like Power BI).

Watch now

Custom Reporting 101

We understand that you do things differently, and custom reporting flexes to your needs in the moment you need it. Use your reports to make confident business decisions and keep your services firm growing profitably.

In this on-demand webinar, Projectworks' Meri Kokkinen will share an exclusive demo of custom reporting in Projectworks, including:

  • Key concepts and terminology
  • How to manage access
  • How to build a custom report from scratch
  • How to apply filters to reports
Watch now

Why is reporting important for your services business?

How is custom reporting done in Projectworks currently?

Custom reporting demo

Watch on-demand

Complete the form to access the recording.

FAQs

When will custom reporting be available in Projectworks?

The new custom reporting functionality is anticipated to be launch in June 2025. Access to custom reporting will be dependent on your Projectworks plan, and existing customers will have access to custom reporting until they renew.

Do we need to have anything prepared to use this new feature?

You will need to turn custom reporting on in Projectworks and set up access permissions. For details on how to do this, see the interactive demo below.
‍
What will happen to my existing custom reports?

If you have previously created custom reports in Projectworks, please reach out directly to charlotte.steel@projectworks.com to discuss your circumstances.‍

Interactive Demo