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Customize Workbench Reports
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Customize Workbench Reports
- Joseph Wall (Deactivated)
- Claire Aleman
- Erin Sarosi (Deactivated)
Owned by Joseph Wall (Deactivated)
Last updated: 06 21, 2022 by Claire Aleman
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:
, multiple selections available,
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