Custom Reports
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Custom reports allow a user to create tailored reports rather than using the built-in reports included with ProWorkflow.
Running a Custom Report:
- Click 'REPORTS Manager'.
- Click 'Custom Reports Page'.
The Custom Reports Page lists the custom reports that can be run on the information stored in ProWorkflow. These reports are sorted within two categories:
- Your Custom Reports - These are reports the current user has created.
- Shared Custom Reports - These are reports that another user has created and has chosen to share with the current user.
Depending on how the custom report was created, it may be possible to change the settings used to run the report.
Adding a Custom Report
Creating a custom report is straight forward but there are several steps so this guide is split into three sections to make it easier to follow.
STEP 1 – Starting and Naming a Report
- Click 'REPORTS Manager' on the left nav bar.
- Click 'New Custom Report' to open a new 'Custom Report Builder' window.
- Either click the 'CREATE REPORT' button or use the drop-down box to select an existing custom report to use as a starting point for a new report.
- Enter or edit the 'REPORT NAME' using the text box.
- Enter or edit the 'Description' using the text box and text editor if needed.
- Enter the 'Display Order', this determines the order in which custom reports are shown.
- Use the drop-down box to select whether to 'Share Report' with other staff.
- Click 'CONTINUE'.
STEP 2 – Selecting Data
- In this step, the information that should be included is chosen and grouping and sorting options are selected.
- Tick the 'Incl' check box for any information that should be included in the report.
- Enter a number in each 'Order' text box for the chosen fields, this determines the order the field columns will be shown in.
- Tick the 'Sort-By' check box for any fields that the report should allow a user to sort-by.
- If any fields from 'PROJECT DATA' or PROJECT TASK DATA' will be included in the report then select a field to 'Group By' using the drop-down box if desired.
- For all categories apart from 'BOOKMARKS DATA' it is possible to change the 'Default Sort-By' field using the drop-down box.
- Click 'CONTINUE'.
STEP 3 – Choosing Filters
- In this step, the filters that can be used for the report will be chosen.
- Tick the 'Incl' check box for any filters that should be enabled.
- Enter a number in each 'Order' text box for the chosen filters, this determines the order the field columns will be shown in.
- Edit the text in the 'Name' text box if desired.
- Tick the 'Default' check box to enable the filter by default. Filters that are not set to 'Default' will only be available once the report has been run.
- Click 'FINISH'
Editing a Custom Report
To edit a custom report:
- Click 'REPORTS Manager'
- Click 'Custom Reports Page'
- Click the
icon for the relevant Custom Report. - A new window will open, follow the steps for Adding a Custom Report to make any desired changes.
Deleting a Custom Report
To delete a custom report:
- Click 'REPORTS Manager'
- Click 'Custom Reports Page'
- Click the
icon for the relevant Custom Report. - Click 'Ok' on the confirmation prompt.
Data Fields
This is list of available data fields and what they represent.
PROJECT DATA
- ProjectID - Used by ProWorkflow as a unique identifier for each project, it is not possible to edit this field.
- Number - Project Number.
- Title - Project Title.
- Category - Project Category.
- Complete - Indicates whether the Project is marked as complete.
- Client Company - Client for the Project.
- Project Manager - Project Manager for the Project.
- Date Started - Start date for the Project.
- Date Due - Due date for the Project.
- Date Completed - Completion date for the Project.
- Quoted Amount - Total quoted price for the Project.
- Invoiced Amount - Total invoiced cost for the Project.
- Expenses Amount - Total expenses for the Project.
- Time Allocated -Total time allocated to the Project.
- Time Spent - Total time tracked for the Project.
- Invoiced - Indicates whether the Project is marked as invoiced.
- Paid - Indicates whether the Project is marked as paid.
- Accounted For - Indicates whether the Project is marked as Accounted For.
- Staff Assigned - Staff assigned to the Project.
- Contractors - Contractors assigned to the Project.
- Description - Project Description.
- Notes - Project Notes.
PROJECT TASK DATA
- Task Order - Order number for the Task.
- Status - Task Status (Active, Complete).
- Priority - Task Priority (1-5).
- Title - Task Title.
- CreatedBy - User who created the Task.
- Assigned To - Users assigned to the Task.
- Date Started - Start date for Task.
- Date Due - Due date for the Task.
- Date Completed - Completion date for the Task.
- Time Allocated - Total time allocated to the Task.
- Time Spent - Total time tracked for the Task.
- Description - Task Description.
COMMUNICATIONS DATA
- Date - Date of Communication.
- Sent to - Recipients of Communication.
- Sent From - Sender of Communication.
- Subject - Subject of Communication.
- Details - Details of Communication.
TIME TRACKER DATA
- User - User who logged time.
- Timer Date - Date timing started.
- Timer Started - Time timing started.
- Timer Stopped - Time timing stopped.
- Time Spent - Time tracked.
- Notes - Any notes added by user.
EXPENSES DATA
- Title - Title of Expense.
- Details - Details of Expense.
- Date - Date of Expense.
- Amount - Value of Expense.
- User - User who recorded Expense.
BOOKMARKS DATA
- Title - Name of Bookmark.
- Details - URL of Bookmark.
