Archive | July, 2013

Introducing PBworks Reporting

26 Jul

PBworks is pleased to announce its newest feature, Reporting.  This feature allows you to define, save, run, and download management reports from a new Reports tab.  The goal of Reporting is to allow you to generate an instant, high-level snapshot of some aspect of your business.

Here’s how it works.  When you define a report, you select which workspaces you want to report on.  For example, you can select all the workspace in a particular network collection, or all the workspaces of a particular type (e.g. “Project”).  From there, you can select which columns are going to appear, and drag and drop columns to organize your report.  When your report is complete, you can download the results into a spreadsheet for distribution or for further formatting.

Here’s just a few ways you might want to use Reporting:

  • See you hottest prospects at a glance
  • Monitor the status of all your active projects
  • Check which workspaces are consuming the most resources

Your network now includes a Reports tab with one or more sample reports.  You can modify and run these reports to see how they can help your business.

We’re offering two free webinars to show you how to use Reporting to better understand and manage your business.  You may register for either or both.  Even if you can’t attend, you can register, and we’ll send you a recording of the webinar afterwards.

For specific instructions on how to use Reporting, visit our manual: https://docs.pbworks.com/w/page/67622741/Reports

Customers who want specific help and advice should contact their account representative to set up a professional services engagement.

To create new reports or download report results, you’ll need to buy the new premium Reporting package, which lets you create and run an unlimited number of reports.

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