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Report Builder - New Reporting Layouts

We've introduced three new report layouts to the Report Builder.  In addition to the existing Table layout, you are now able to build:

  • Monthly Summary Reports
  • Bar Charts, and
  • Pie Charts
The Monthly Summary report allows you to compare values between months in a single view.  The following example compares income by client over a 6 month period: 

The Bar and Pie Chart reports allow you to present your data in a graphical view.  
Below are examples of a Bar Chart showing income by client and a Pie Chart showing billable time by staff member:


We hope you enjoy the new layouts and that the information they provide helps you to better manage and run your business. 

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Chirag Ahuja
Chirag is the Marketing Manager at WorkflowMax. Every day he strives to educate more and more business owners on how to do business better. From their first visit to the website or the first email they receive to the first video they watch – he is passionate about delivering a seamless, beautiful and personalized experience that people love and that converts strangers to leads to customers and finally into fans! Chirag loves listening to techno music, reading vedic scriptures, leading teams, building relationships, and discussing the big questions in life.

Chirag Ahuja

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