39 votesunder review · 2 comments · Workbooks Enhancements & Suggestions · Flag idea as inappropriate… · Admin →Chris.email@example.com commented
Adding the capability of prompting a defined criteria for a report would be helpful. For example if I want to report on all expenses for a given person between two dates this would be better achieved with a series of prompts when a generic report is run.
14 votes2 comments · Workbooks Enhancements & Suggestions » 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.
This is a sensible proposal. We will add it to the list of potential improvements