Customize Workbench Reports

Overview:

The PENTA Workbench Reports have various customization features from the standard data set on the report.  Once the report has been customized, it can be saved as a default for future usage of the report.

Benefits:

• Create reports that filter out or hide information not necessary

• Create reports that add additional calculations that are not standard

• Create graphs on data

• Each User can setup the report to be in a layout they prefer

Roles:

• Each User

Additional Content

• Save Report as a Company Report

• Workbench Report Bookmark Dates

• After Workbench Upgrade not seeing columns

• Workbench Formula Examples

• What is the best Accounts Receivable AR Aging report which shows one line per invoice?

Location:

• PENTA Workbench (typically the first menu item)

Video: