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Generate a Report

Most Workmax reports are generated the same way: you choose a report, set a date range and format, optionally filter and pick fields, then generate it. This guide covers the general steps that apply to any report in the library.

Generate a Report​

To generate a report, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Reports" section.
  3. Use the Reports library on the left to browse All reports or filter by category.
  4. Click on the report you want to generate.
  5. Set the report parameters:
    • Date range — the period the report covers.
    • Report format — the available formats for that report (for example Table, Bar chart, Pie chart or Line chart).
    • Filter (Optional) — narrow the report by department, client or project.
    • Fields (Optional) — choose which fields to include, and whether to summarise them.
  6. Click on the "Generate Report" button.

To view the result, open the generated report. Many reports can also be downloaded for your records. If you have any questions or need help, please contact Workmax Support.