Reporting & Insights

We are very pleased to have been asked to present the Reporting & Insights session for inaugural WorkflowMax Partner Success Summit. This webinar series is for accountants, advisors and bookkeepers to gain more knowledge and confidence in using and assisting their clients with WorkflowMax.

Our session covers the basics to setup for reporting, viewing and using the standard and custom reports in WorkflowMax and how to keep the system clean.

WorkflowMax Partner Success Summit

Glennis Stuckey - WorkflowMax IT Setup Partner

Click the following link to view or download our slides:

WorkflowMax Partner Success Summit_Katalyst Slides

Click to watch our Reporting and Insights session, or the Q&A session.

Click to watch the rest of the sessions from the other presenters.

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