Attendees: Core Team Members with rights to see Custom Report Datasets and to Modify Reports.
Once a client has been through most, if not all, of the training sessions available, and is ready to get more out of the system, then we would typically set up a session on Custom Reports.
Here is a list of the main topics that will be covered in this session and available resources for you to explore before and after training:
We clarify the different types of reports in Workamajig as seen in the Reports Overview guide.
We then cover what is in the Modify Custom Reports guide.
Typically, we use this call to create one report together and then explain further details of what is available.