Reporting Options in WorkBook

Owned by Kye Hush
Last updated: Jul 16, 2024
2 min read

At last count there were over 400 reports in WorkBook to review business information and data. There are four distinct types of reporting in WorkBook:

1. IN THE BOX REPORTING

In the box reports in WorkBook have pre-configured details and layouts and are accessed by going to the particular area of WorkBook you wish to report on and clicking the reports icon.

 

For more information on running in the box reports go to

 

2. GRID VIEW REPORTING

WorkBook has many grid views that can be filtered and modified to create custom reports.

 

For more information on creating grid view reports go to

 

3. DATA BOARDS

Data boards allow you to pull data sets from WorkBook. Access to data boards is via the settings module. One of the best ways to view any data board is via a dashboard.

 

For more information on running databoards go to

 

4. DASHBOARDS

A dashboard can visually track and display key metrics and be used to monitor the health of the business. They provide easy access to information that is relevant to individuals within the agency.

 

 

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