Custom Reporting Quick Start Guide

Getting Started with Custom Reporting

Get an overview of custom reporting, learn about setting access levels and get answers to the most common questions about custom reports.

Getting Started with Custom Reports
Viewing Custom Reports
Custom Reporting Troubleshooting

Customise Custom Reports

Start creating your own custom reports by duplicating a Projectworks Managed Reports to work with your data.

Customizing Projectworks Managed Reports
Custom Fields in Custom Reports with an Example report - Revenue by Type of Service using Custom Field

Create Custom Reports

Start from scratch by joining together data from any Entity from within Projectworks.

Creating a simple List View in Custom Reporting using Timecodes

Building Custom Reports using Metabase

Optimise Custom Reports

Explore advanced functionality and gain and indepth understanding of our reporting views

Custom Reporting Data Model
Example Report - Weighted Forecast