
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 Mapcustomizer.com 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.
Categories
- Bookkeeping (15)
- Clients (10)
- General (15)
- WorkflowMax (12)
- Xero (20)
Recent Posts
20 Dec 2018Xero – Payday FilingComing to Xero very soon… Payday filing is a new method for reporting employment information,...
01 Nov 2018Get Your Life BackIf you’re a business owner, business manager or bookkeeper who wants to take back control of your bu...
28 Sep 2018Xero Platinum PartnersThe team at Katalyst are pleased to announce we are now Xero Platinum Partners. We have been 100% X...
31 May 201810th AnniversaryWe are celebrating our 10th Anniversary :-) Thanks to everyone who has been a part of our past 10 ye...
12 Mar 2018Testimonial | Ross Keith – SelectorWhen our internal accountant departed with very short notice last year we had an immediate staffing...