The beta release of the Custom Report Builder in WrkPlan is an exciting new feature that can help businesses gain valuable insights into their data. With this feature, users can create customized reports by selecting fields from various profiles such as employees, customers, vendors, subcontractors, and leads, and apply filters and sorting criteria to the data.
This feature offers several benefits for businesses. For instance, users can create reports that are specific to their needs, which can provide deeper insights into their operations. Additionally, the ability to export reports in either excel or PDF formats allows users to share the information with colleagues or external stakeholders easily.
To activate this feature, an administrator on the account needs to grant permission under Admin > Masters > Users or User Groups. Once the permission is granted, users can access the Custom Report Builder by going to General Ledger > Utilities > Custom Report Builder.
In this beta release, users can run reports on all data in the profiles mentioned above. Hence, administrators must grant access to the Custom Report Builder feature to users accordingly to ensure data privacy and security.
WrkPlan understands that users may need help setting up or using this feature or any other features on their system. Hence, the support team is available to assist users with any issues or questions they may have. Users can email the support team at support@wrkplan.com, call them at 866-826-3399, or schedule additional training by filling out a form on the website.
In conclusion, the Custom Report Builder feature in WrkPlan is a useful tool for businesses looking to gain valuable insights into their data. With this feature, users can create customized reports, apply filters and sorting criteria, and export the reports in excel or PDF formats. Activating this feature requires an administrator’s permission, and the support team is always available to help users with any questions or issues.
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