Unlock real-time insights with performance reporting
Dive deep into productivity, performance and profitability metrics. Transform insights into actions and elevate your business profitability.
Real-time business intelligence
Make informed decisions with insightful, live data and analytics tools
Systematically enhance productivity and profitability, and pinpoint key growth areas
Full visibility helps you be proactive and mitigate losses
Performance and time oversight
Access detailed timesheet reports to see how time is being spent
Gain accurate insights into job and business profitability through integrated processes
Maintain a keen oversight on productivity for efficient resource allocation
Comprehensive profitability insights
Access an instantaneous overview of all billable jobs and assignments
Monitor and manage the entire revenue cycle, from invoices to payments
Customise report views to understand work in progress and billing intricacies
Customisable and shareable reporting
Design specific reports, tailored for your unique business requirements
Add as many or as few fields as you want to get the information you need
Share key business insights effortlessly across your team and external stakeholders
Frequently asked questions
I run the same kind of report regularly – can I get it to run automatically?
Currently, there isn't a way for reports to be run without user intervention, but after creating a report in the report builder, simply save it to your favourites for quick access next time.
Can I represent my data visually?
You sure can! You can create pie charts, bar graphs and table reports within the report builder.
I can’t change anything in my report – why is this?
Unfortunately, you cannot modify the layout of ready-made reports.
I can’t find a report for what I need. What do I do?
WorkflowMax by BlueRock has a list of system reports that are tailored to the common reporting needs of most businesses. If you want to report on something more specific, use the flexible report builder to make your own custom reports.
What’s changed with reporting?
The new, customisable dashboard gives you an at-a-glance view of all your important job-related tasks, business performance and cash flow. Show or hide widgets and rearrange them into your preferred layout.