Any information you need – we’ve got the report to match

Choose from our range of sample reports or create your own custom report

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Get a snapshot of your performance.

  • View your most profitable employees

  • Understand profitability across different client categories

  • Know which services make you the most money

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Know where your time is going

  • View staff timesheet entries to understand resource allocation and capacity

  • View estimated hours against actuals and know if you're on track

  • Understand staff productivity - view time billed vs. remainder

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Understand your profitability

  • Get an instant snapshot of billable jobs and improve cashflow

  • See how much money you've generated

  • Find out who hasn't paid - and follow up!

  • View Work-In-Progress billing - by job, partner, or whatever you like!

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Want to report on custom fields? Create your own report in the Report Builder.

  • Get an instant snapshot of billable jobs and improve cashflow

  • See how much money you've generated

  • Find out who hasn't paid - and follow up!

  • View Work-In-Progress billing - by job, partner, or whatever you like!


“A world-class ERP system for a fraction of the costs”


It’s easy - no credit cards, no contracts.

8 Reasons you’ll love Reporting in WorkflowMax:

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Your data, your way

If it’s about your business and you want to know the answer, you can generate a report and … voila!

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Drill down deeper

Fields such as job numbers are presented as links that you can follow that job's job information screen.

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Visualise and compare

Graphs, diagrams and charts help you discover trends you can utilize to increase profit.

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Build and customise

Create reports that are specific and relevant to your business. Slice and dice your data however you like.

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Improve accountability

Learn from previous projects, identify opportunities and make better business decisions.

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Share with your team

Easily publish your report and distribute with stakeholders.

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Stay in the know, wherever you are

Get valuable information about your business in just a few clicks

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Protect with permissions

Restrict access to confidential reports by only adding selected staff (or clients) you want to view the report.

clive weston

"As a reporting tool, WorkflowMax carries huge value, because you can splice and dice the data however you like. You can ask WorkflowMax to do triple back flips and it will."

Clive Weston - Practice Manager, Cymon Allfrey Architects

Got questions? We have answers

I run the same kind of report regularly – can I get it to run automatically?

Currently there isn't a way for reports to be run without user intervention, but after creating a report in Report Builder, simply save the report to have quick access next time.

Can I represent my data visually?

You sure can! You can create pie charts, bar graphs and table reports within theReport Builder.

I can’t change anything in my report – why is this?

Unfortunately you cannot modify the layout of ready-made reports.

I can’t find a report for what I need, what do I do?

We have a list of system reports which are tailored to the common reporting needs of most businesses, but if want to report on something more specific, use our flexible Report Builder.

What happens to my data?

We invest heavily in protecting your data from malicious attacks and system failures. Your data is safe with us.

WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centers and infrastructure to ensure that if any component fails, WorkflowMax will keep on running – with little or no disruption to your service. WorkflowMax uses data centers in multiple locations, with data being synced between them. In the event of a disaster at one location, we can switch to another, ensuring our service continues to operate.

No one can get access to your files unless you let them. You set the level of user permission, and are able to control who is invited into your organization. We encrypt all data between you and WorkflowMax to ensure it can’t be seen by others. Your web session is encrypted using industry-standard TLS (Transport Layer Security) protecting your user ID, password and financial data.

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