Webinar
On-demand: Custom Reporting in Projectworks
New custom reporting launched in June - and more than 100 companies tried it out in the first week!
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).
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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, recorded prior to the launch, Projectworks' Meri Kokkinen will share an exclusive preview 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
Why is reporting important for your services business?
How was custom reporting done in Projectworks prior?
Custom reporting demo
Watch on-demand
Complete the form to access the recording.
"The reporting tool is an excellent addition to Projectworks. It allows us to move off reporting spreadsheets and gives us real-time access to the insights we need to run our business."
GREG BROWN
PARTNER, OXBOW PARTNERS