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WorkflowMax Reporting Course

WorkflowMax Reporting Course

Get powerful insights into the full range of WorkflowMax reporting features, including filterable screen-views, built-in reports, standard reports and custom reports.

Welcome!

Welcome to this self-paced course on the full range of WorkflowMax reporting features!

This course is designed to show you how to get the most useful insights into the data you've stored in your WorkflowMax account.

It will take you about 1—2 hours to complete this course, including the practical exercises at the end of each lesson. The practical exercises are presented in the course guide, which you can download before starting the first lesson.

Curriculum

  • Introduction
  • About this course
  • Get the course guide
  • Course lessons
  • Getting started with WorkflowMax reporting
  • Using pre-built standard reports
  • Building custom reports from scratch
  • Building custom reports from samples
  • Scheduling your reporting
  • Next steps

Welcome!

Welcome to this self-paced course on the full range of WorkflowMax reporting features!

This course is designed to show you how to get the most useful insights into the data you've stored in your WorkflowMax account.

It will take you about 1—2 hours to complete this course, including the practical exercises at the end of each lesson. The practical exercises are presented in the course guide, which you can download before starting the first lesson.

Curriculum

  • Introduction
  • About this course
  • Get the course guide
  • Course lessons
  • Getting started with WorkflowMax reporting
  • Using pre-built standard reports
  • Building custom reports from scratch
  • Building custom reports from samples
  • Scheduling your reporting
  • Next steps

Accessing Your Data

When you register for a WorkflowMax course in the SkillJar Learning Management System, you need to provide your name and email address.

As you complete courses, we record various items that allow you to track your progress. These include details of your advancement through each course, scores in quizzes, dates of completion, and course certificates.

You can contact us at any time to:

If you have any questions about our collection and storage of data in SkillJar, please contact us at support@workflowmax.com.

As WorkflowMax is a Xero company, please go to the Xero Privacy notice for further details.

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