Grid View Reporting

Along with in the box and dashboard reporting, WorkBook has many grid views that can be filtered and modified to create custom reports.

For example, you can create many reports from the jobs module > jobs list simply by changing the jobs list view field or add the job KPI view to your jobs list.

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FILTERING

For reporting in grid views it’s important to filter your grid according to the attributes you wish to see in your report.

For example, in a jobs list you may wish to filter by job status, client, project or a particular job dimension. In a scheduling view such as the task matrix, you may wish to filter by resource.

• Go to the area of WorkBook you wish to report on > click the filter icon

• In the example below, we’re filtering via the jobs module > jobs list

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• Input your filter criteria > click apply

MODIFY GRID

In any grid view in WorkBook, you can use the modify grid functionality to tailor views to suit your reporting needs.

• From the list view go to the sandwich menu > scroll down to modify grid

1. Select/deselect columns to include in your report

2. Add any groupings

3. Choose how many columns you wish to freeze, in your report

GLOBAL VIEWS

Once you have created a custom grid view, if you have the necessary permissions, you can save it as a global view so the rest of your business has access to the view too.

• From the list view go to the sandwich menu > scroll down to global views

• Select save as a new preset or overwrite exisiting

• Give the global view a name > click ok

EXPORT DATA

To export data from grid views:

• From the list view go to the sandwich menu > scroll down to export grid data

• And select how you wish to export your data

• The choices for download are:

  • XLSX

  • CSV

  • PDF

• Click ok

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