Workbooks Enhancements & Suggestions

At Workbooks, we think that our customers should have the opportunity to influence our product development priorities.

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Already committed features and new feature candidates can be found published on our roadmap page.

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  1. Timesheet

    It would be really beneficial for us to get visibility in Workbooks of the utilisation of our consultants, our average daily rates, the projects each consultant is spending their time on etc. An integrated timesheet functionality would save us tons of time.

    14 votes
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      2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

      Some of our customer already use the activity functionality in Workbooks to track time utilisation. This is normally achieved by adding meeting activity to either an order or a case and then using the start and end times to calculate the time delivered.

      It is then possible to write a report which add together all the time delivered against a specific case or order.

      We recognise this isn’t as elegant as a time sheet, so we will keep the timesheeting requirement under review.

    • Enter Filter criteria (e.g. date range) on Summary view of a report to apply to the Detail view driving the report

      Similar to the idea to allow filtering on date criteria (e.g. this month/last month etc) but extend to allow user to apply filters on the report Summary views which are then applied to the Detail view driving the report. E.g. Detail view might contain all order line items for orders placed - Summary view shows Totals by Product Category by Customer. Would like to be able to apply a filter on the Summary view to restrict the data set to just this month or just a set of Customers etc.
      Would be really nice if you could define parameters to…

      12 votes
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        0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
      • Scheduled Processes Repeating Quarterly

        Add the ability to run scheduled processes quarterly, starting at an arbitrary date (rather than just first or last like monthly).

        6 votes
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          0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
        • Print Dashboards & Graphs

          It would be useful to be able to print/copy graphs from reports and dashboards.

          4 votes
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            2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
          • Ability to view the size of an attachment to an email

            It would be very useful to see how large an attachment is on an email to help with database capacity / storage. This would enable any large attachments to be deleted if no longer required.

            4 votes
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              under review  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
            • Multiple Data on Line Charts

              I would like to plot multiple data on one line chart, such as various categorised Lost Opportunity reasons by amount per month, or number of cases per type closed over time, where the multiple lines on the chart would be the case types.

              3 votes
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                0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
              • Report based on Campaign Status

                In the Campaign window, it would be quite beneficial if a report could be created by clicking on a Member status under that tab, whether system-set or custom. That way, one could see only the members of a particular status.

                3 votes
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                  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                • Add criteria to mailing lists

                  Having criteria on a mailing list would be beneficial. It would allow multiple mailing lists to be powered from a single summary view of a report. Something that would be far cleaner than 1 summary view per mailing list as it currently is.

                  3 votes
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                    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add password protection to reports attached to emails (including automated emails)

                    When sending reports to our partners we would like these files to be password protected. The reports are generated monthly and sent automatically.

                    3 votes
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                      0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                    • Automaticly close event marketing campaign when maximum capacity for event is reached

                      I use marketing campaigns to manage event registration through an integrated portal on our website.

                      It would be great if you could enter the maximum capacity of the event so that it would automatically close when this number is reached as I have to monitor this daily.

                      3 votes
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                        0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                      • Chart ALL rows of a report

                        Currently when you create a report in Workbooks you are shown the first n rows of data, where n is the value set in your 'Lists' preference. If you chart the report either for a standalone chart or for inclusion in a dashboard then you will ONLY see n values in your report.

                        If you report has more than the default value of 'Lists' you will NOT see the data on your chart from the additional rows. So yes you can alter your preference but if the chart is redrawn by another user with a different preference value, or the…

                        3 votes
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                          0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                        • add last 6/12 months option on calendar range criteria

                          It would be of great value for our reporting to have a last 12 months option on the calendar range as we don't really report on year to date. This would allow us to have more efficient report by reducing calculated column and other manipulation once the date is exported.

                          Thanks

                          1 vote
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                            1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                          • Please Include Reports in Recent Items

                            Work with Reports a lot - would be really good to include in the Recent Items list - would save a lot of time.

                            1 vote
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                              0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                            • Report on Dropbox emails

                              Be able to create a report on emails stored on Workbooks that enables you to bulk delete any extraneous emails that are not assigned to contacts within the system.

                              1 vote
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                                0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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                              Workbooks Enhancements & Suggestions

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