If there is a need to get data out of Workamajig, we do allow you to do so via our various reporting options. This includes Standard Reports, Custom Reports, and Views.
- Standard Reports and Custom Reports can be found by going to the Main Menu > Everyone > Report Center.
- For the Views, click on the Global Search form your toolbar, then click on the Views tab. In here you will see all the report data broken up by specif type of data.
Typically most users will find the raw data they need, but not able to run the complex calculations that are unique to their business within Workamajig. If this is the case, then we do allow you to export the raw report data into a table format by clicking either the EXCEL or CSV button. From there you can run your custom calculations outside of Workamajig.
Additionally, some users choose to take data out of Workamajig and use it in a different system. In this case, you will need to locate which report(s) gives you the data. Then export the data via EXCEL or CSV and then do what you need from there.
For example, if you need to export your list of clients. Then you can go to Global Search > Views > Billing > Clients. Then open and modify one of the views to have ALL available columns in the report layout. Next, remove all grouping and filters. Click Apply. Now with no filters or groupings, when you click EXCEL or CSV, it will generate a downloadable file with one row per client. If you need the Contacts and Invoices for those clients, then you will be going to those areas of the views respectively and repeating the above steps.