Getting started with custom reports

This section explains how to enable custom reports creation and maintenance capability within Projectworks, how to designate staff as Report Administrators, and how to get started creating your first custom report.

While you are getting started with custom reporting at your company, Projectworks recommends only one person should be a Report Administrator. You can always revisit once you gain familiarity with this feature.

Enabling custom reporting

Currently you will need to contact support@projectworks.io to set up the necessary access levels.

Set up a Reports Administrator

Navigate to the Access Levels Admin area: click the cog icon on the bottom-left of the shortcut bar, then click Access Levels.
Select a role to mark as the Report Administrator, click its menu icon and click Assign Service Points.
Scroll to the Reports Service Points section, and ensure the following items are checked:
1. Reports.Directory.View
2. Reports.CustomReports.View
3. Reports.CustomReports.Edit
Enable pop-ups for Projectworks:
1. Open a new browser window in Chrome
2. Browse to chrome://settings/content/popups
3. Click the Add button, and enter the base url for your Projectworks site - usually projectworksapp.com

1 Chrome settings

Allow staff to view the reports

Navigate to the Access Levels Admin area: click the cog icon on the bottom-left of the shortcut bar, then click Access Levels.
Select a role to grant custom report view access, click its menu icon and click Assign Service Points.
Scroll to the Reports Service Points section, and ensure the following items are checked:
1. Reports.Directory.View
2. Reports.CustomReports.View
Repeat for any/all additional roles that require custom report view access.