- 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
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 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 during the first lesson.
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:
- Request access to information that WorkflowMax has about you.
- Correct any information that WorkflowMax has about you.
- Delete information that WorkflowMax has about you.
If you have any questions about our collection and storage of data in SkillJar, please contact us at firstname.lastname@example.org.
As WorkflowMax is a Xero company, please go to the Xero Privacy notice for further details.×