WorkflowMax - Free your data! - Katalyst Cloud & Business Services, specialists in Xero and WorkflowMax

If you are using WorkflowMax, you are probably capturing a lot of data by default. There are some very cool ways to use this data – for example, the map above shows the location of all our clients – past (archived), present (current) and future (prospects).

Using the free report builder in WorkflowMax, I created a very simple report using the Client and Contact table to export all the addresses and post codes. I pasted this data into Google using the bulk uploader. You can zoom in or out to see more detail.

It is very important to try to stick to 2 or 3 key KPI’s and focus on them, but it is fun to try something new now and again.

If you want some help to get the most out of WorkflowMax or the Report Builder, give us a call.

Screen Shot 2015-08-26 at 2.39.39 pm

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