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. Choose the type of report you want to create (e.g., jobs, leads)
4. 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

Filters let you narrow down results based on specific criteria that you select.

For example:

• Amount due is greater/less than $X
• Created by is any/none of Team Member A
• Job tags is any/none of Job Tag B
• Assigned tech is any/none of Technician C

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

Groupings organize the report by the criteria you select.

Without grouping, each row in your report will represent an individual piece of data (e.g., individual job, individual lead, etc.).

When you group your report, each row will then represent individual entities within your chosen category. For example, if you grouped your report by clients, each row will represent a different client and the cumulative data associated with that client. If you grouped it by job type, each row would represent one of your job types and the cumulative data associated with that job type. 

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

Here is what your report may look like after grouping. In this example, the report has been grouped by client, and each row now represents a different client. 

Adjusting the visible fields

With Custom Reports, you also have full control over which fields/columns appear within your data. You can add or remove any fields/columns you want to show or hide. 

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.