In this article, you will learn how to generated tailored insights for your business with Custom Reports.

Workiz offers a variety of built-in reports to give you a baseline view of your business performance. But when you’re ready to go deeper, Custom Reports gives you the flexibility to create custom reports that drive smarter, data-backed decisions. Whether you’re tracking profitability by job type, revenue by service area, or comparing client trends, Custom Reports makes it easy to surface the insights that matter most to your business.

Enabling the add-on

To begin creating custom reports with Custom Reports, you will first need to enable the add-on from the Feature Center.

1. From the top navigation bar, select the Feature Center
2. Select Custom Reports
3. Select Get started

Creating custom reports with Custom Reports

1. From the sidebar menu, select Reports
2. Select Add report
3. At the top of the page, select the pencil icon and enter a name for your report 

After creating your report, you can begin customizing it by applying filters, organizing it by a specific group, and adjusting the visible fields. 

Applying precise filters to your report

1. Select Add filter
2. Choose your filter (e.g., service area, source, job type, etc.)
3. Customize how you want your filter to be applied (e.g., is any/none of X, has a value, etc.)
   
4. Select Apply

Grouping your report data

1. Select Group by and choose what you want the data to be grouped by (e.g., service area, zip code, client)
   

When grouping, the rows in your report will change from individual jobs to the individual entities within your grouping category. For example, if you choose to group your report by client, each row will represent a different client. 

Adjusting the visible fields

1. Select Fields
2. Choose which fields you want to show or hide in your report
   
3. Select Save fields

Saving your report

To save your report for the first time, select "Save" in the upper-right corner.