- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Mailing Lists
- Marketing Campaigns
- Upload Library
- Workbooks Web Insights
- GatorMail Integration
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
View reports by clicking on Start > Reporting and choosing either My Reports or All Reports displays the Reports Landing Page.
The Reports Landing Page displays two views:
- My Reports - the reports you've created.
- All Reports - the reports you've created plus all those that other Workbooks users have created and shared with you.
Remember, you can add your most frequently used Reports and Charts to a Dashboard to make them easy to find.
You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views. Reports can also be displayed as a calendar view, for more information on customising views click here.
There are also views to show any Scheduled Emails that you or others have set up.
Reports can be added to Landing Pages as Report Views, which makes it easy to access important data and statistics. Information on Report Views is located here.
Reports have a Category field. Use this field to make it easier to find reports. Create a filter then returns all reports with a Category of Sales. Then save this filtered view with a name of "Sales Reports". The list of categories is maintainable in Picklists, or you can simply type the category.
To open any of the Reports hover over the row until it becomes underlined and click on it once.
You can apply a filter to the Report results without changing the underlying Report data simply by clicking the Filters button.
NOTE: With the Calendar and Accounting Period range filters it is possible to create Reports that dynamically change the information presented each time the Report is run, meaning further manipulation of the Report filters may not be necessary after the initial filter is applied.
By default, Workbooks reports are private to the user who created them but they can be shared with other users (or user groups). To see who a report is shared with you can activate the 'Shared with' column on the Reports Landing Page. Click here to find out more about sharing reports