Importing custom reports [in-depth guide] – Workamajig

Workamajig can export a copy of your custom-made reports, which can be imported back into your instance or others.

For example, suppose you have a test server or multiple instances. In that case, exporting and importing custom reports is a great way to save time in recreating these reports, especially if you have calculated columns.

NOTES:

If you use custom fields as part of your custom report, please make sure those custom fields are set up identically in both instances. If this isn't done, the imported report will skip the missing CF_ references for compatibility and may generate errors when running the report.
Avoid using commas in the reports description field, as they don't work with the import function.

Export view

From any custom report or view, you can export the report to save a copy of that report or to share it with others to import on another instance.

Open the custom report or view and then click on Edit.

Next, go to More > Export view.

You will then be prompted to save this CSV file to your computer for safekeeping.

NOTE: Do not edit this file outside of Workamajig to avoid issues when trying to import it later.

Import view

If you have an exported custom report file head to the Import data screen and choose View as the import type. This will import either a custom report or a view, depending on the location of the source report.

Navigate to Menu > Admin/manager > Import data.

In the Type of import drop-down, choose View.

Next, click Select a file to import.

This will open your file finder/explorer. Locate and select your file. You will see the file name appear in grey text.

Then click Display file.

Ignore the columns that are displayed and click Import selected.

Now go to the Report center or Views to locate the report.

From the Report center, you can search by the report's name.

If you don't see it in the Report center, then you will want to check the Views from your toolbar to see if it appears here.

NOTE: It's up to the user to recall where this report was made. So if you cannot locate your report in the Report center after importing it, it's most likely somewhere in the Views.

Premade custom reports

Here are some popular custom reports that you can download and import into your instance.

Project Recap Analysis - Project+Recap+Analysis.csv

This is a project performance-based report to see how your projects did after completion. It tracks budget hours vs actual hours, along with baseline (or plan) dates vs actual completion dates.

Client billing by month - Client+Billings+by+Month.csv

This report has hard-coded calculated columns for each month. Which shows the total invoice amount per client and month.

Client billing by month (pivot) - Client+Billings+by+Month+Pivot.csv

This report is meant to be used in pivot mode. This can dynamically show the total invoice amount per client and month.

Time by week Mon-Sun - Time+By+Week+Mon-Sun.csv

This report has hard-coded calculated columns for each day of the week. Then one row per employee in each week of their total actual hours worked.

NOTE: These custom reports are offered "As Is". There is no support if these reports do not work. They are examples for you to try.

Sharing custom reports

You can export your own custom reports and share them with your peers.

Feel free to join/use our Community forums and share with other Workamajig users what you have created.

Additionally, do you have a custom report that you think would be great to share with others and have it added to the Premade Custom Reports section above? If so, please send it to support@workamajig.com for review.