Workiz

In this article, you will learn how to create custom reports to get tailored insights designed for your business. 

Workiz has more than a dozen reports that allow you to understand how your business is doing with just a few clicks. But Workiz also gives you the ability to create custom reports of your own, allowing you to pick the sort of information you want to see so that you can track the sort of data that means the most to you.

From the navigation bar, select the Marketplace

Under Add-ons, find Custom reports and select Learn more

1. From the navigation bar, select the Marketplace 
 
2. Under Add-ons, find Custom reports and select Learn more

3. Turn toggle switch ON

From the sidebar navigation, select Reports

Under Custom reports, select Add report

Complete the Custom report fields:

1. Report name: Enter a name for your custom report
 
2. Report fields: Select the job, client, finance, and custom fields you want to include in your custom report
 ___________________________________________________________
 Tip: To learn more about how to create custom fields, <a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">please see this artic</a><a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">le</a>. 
 ___________________________________________________________
 
3. Default time range: Select the time range you want to see every time you open the report
 ___________________________________________________________
 Tip: You can also manually edit the time range from within the report. 
 ___________________________________________________________
 
4. Visible to: Select the roles that should have access to this report
 
5. Select Save

1. From the sidebar navigation, select Reports
 
2. Under Custom reports, select Add report
 
 
3. Complete the Custom report fields:
 
 1. Report name: Enter a name for your custom report
 
 2. Report fields: Select the job, client, finance, and custom fields you want to include in your custom report
 ___________________________________________________________
 Tip: To learn more about how to create custom fields, <a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">please see this artic</a><a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">le</a>. 
 ___________________________________________________________
 
 3. Default time range: Select the time range you want to see every time you open the report
 ___________________________________________________________
 Tip: You can also manually edit the time range from within the report. 
 ___________________________________________________________
 
 4. Visible to: Select the roles that should have access to this report
 
 5. Select Save

Your custom report should be generated in just a few seconds. 

Here's an example of a custom report that tracks how long certain jobs are taking using the following fields:

- Job ID
- Job type
- Tech
- Job duration (custom field) 

Need more help? See related articles below:

<a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">How to create custom fields for jobs and clients</a>

<a href="https://help.workiz.com/en/articles/6184996-using-custom-fields-in-custom-documents">Using custom fields in custom documents</a>

<a href="https://help.workiz.com/en/articles/6185003-using-custom-fields-in-workiz-automations">Using custom fields in Workiz Automations</a>

- <a href="https://help.workiz.com/en/articles/2246776-how-to-create-custom-fields-for-jobs-and-clients">How to create custom fields for jobs and clients</a>
- <a href="https://help.workiz.com/en/articles/6184996-using-custom-fields-in-custom-documents">Using custom fields in custom documents</a>
- <a href="https://help.workiz.com/en/articles/6185003-using-custom-fields-in-workiz-automations">Using custom fields in Workiz Automations</a>

Learn how to get the insights your business needs using custom reports in Workiz.

How to get tailored insights with custom reports

Enabling custom reports add-on

Creating a custom report