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Reports

A detailed overview of all the powerful reports Workiz brings to the table

9 articles
KDan avatar
Written by Kristian and Dan

Customizing your Workiz dashboard

Learn how to customize your Workiz dashboard.
K
Written by Kristian. Updated over a week ago

Tracking tips collected from clients

Learn how to see the tips your team has collected from clients.
K
Written by Kristian. Updated this week

Viewing recent activity on your Workiz account

Learn how to monitor activity on your Workiz account.
K
Written by Kristian. Updated over a week ago

Keeping track of custom field data

Learn how to keep track of data relating to custom fields using custom reports in Workiz.
K
Written by Kristian. Updated over a week ago

How to get tailored insights with custom reports

Learn how to get the insights your business needs using custom reports in Workiz.
K
Written by Kristian. Updated over a week ago

Monitoring field tech performance

Learn how to determine which field techs are performing best for your business.
K
Written by Kristian. Updated over a week ago

Reviewing business performance with the Job Statistics Report

Learn more about the Job Statistics Report in Workiz.
K
Written by Kristian. Updated over a week ago

Tax Reports

View tax reports by tax agency and date range.
Dan avatar
Written by Dan. Updated over a week ago

Tracking time spent on jobs and shifts

In this article, you will learn how to monitor the hours your team is spending on jobs and day-to-day shifts.
K
Written by Kristian. Updated over a week ago