Writing a report in Wiplist is a powerful feature available to all users, allowing you to create custom reports tailored to your specific needs. Whether you’re tracking project progress, analysing financial data, or monitoring performance, reports help you organise and interpret key information quickly. With the ability to build a report based on reportable fields, apply filters, and group data, you can build reports that provide clear insights, support decision-making, and keep you informed.
In the instructions below, we show you how to use all of the available options to create your custom report, you can use one, or all of these to create your custom reports.
1. Building a new report
Navigate to Reporting, click on + New Report, you will then by prompted by a pop-up box to select the Data Source of the report. The data source acts as the most appropriate module for your information to display in your report.
Data Source | Report results |
Companies | Detail report returns Companies records and summary data |
Contacts | Detail report returns Contacts records and summary data |
Projects | Detail report returns Projects records and summary data |
Tasks | Detail report returns Tasks records and summary data |
Estimates | Detail report returns Estimates records and summary data |
Estimate Line Items | Detail report returns Estimate Line Item records and summary data |
Purchases | Detail report returns Purchases records and summary data |
Purchase Line Items | Detail report returns Purchases Line Item records and summary data |
Bills | Detail report returns Bills records and summary data |
Bill Line Items | Detail report returns Bill Line Items records and summary data |
Timesheets | Detail report returns Timesheets records and summary data |
Expenses | Detail report returns Expenses records and summary data |
Resources | Aggregate report returns resource utilisation from users and timesheets |
2. Reportable fields / Hidden Fields
Report fields help refine data and narrow down information to show the specific data required. The menu of options will change depending on the data source selected.
Your report will have a number of default inclusion in the Report Fields, to update, click on Hidden Fields to show options available. You can turn fields on and off, by toggling the switch, and scroll through the listing, or begin to type to shortlist the available options. Once you have included all reportable fields, click out of the pop-up when completed to show the results.
If you are unable to see the included fields, this may require a change to the way your content is grouped. From within this menu, you also have the options to Hide All, or Show All report fields available.
3. Group content
Grouping data helps to organise and structure information for easier analysis and comparison. You can grouping data based on reportable fields, such as project, client or invoice.
To group data, click on Grouped By and select the most relevant selection to create your results. You are only able to select one (1) group for the report, if you need advanced filtering you can use this in conjunction with Filter By.
The listing, below the chart, will also reflect the grouping, the data can be further refined by clicked on the Expand icon.
The results will then filter to show the detailed list, this can then be further fine tuned, saved, or exported.
4. Filters, adding a condition and group
Filters are a powerful way to filter data and when used with conjunctions, reportable fields, queries and values they will provide detailed and targeted reporting.
Examples of the Filters are:
Conjunctions | Default Where, ability to add on and, or |
Field | Search field based on reportable fields |
Query | Parameters for the search to be conducted within |
Value | Date options, these can be custom or pre-defined time scales |
When multiple, or complex filters are applied, the greatest success is delivered when conjunctions are similar in nature, for example when all filters added are based on 'and' as per the example below:
When you need to search based on a mix of conjunction such as 'and' & 'or', the best way is to Add Group and seperate the filters as per the example below.
5. Sort
You can customise how you sort information to highlight the data, and decide if you want the sort functionality to be ascending, or descending order by clicking on the relevant icon.
Results may be altered when used in combination with Grouped By or Filtered By.
6. Save Report
When you've completed creating your custom report, click Save Report to enable additional features such as downloading, sharing with your team or organisation.
When you save the report, you will be prompted to include a title, description and define the report type for ease of referencing and categorising in your report menu.
Report Types
Private | Only you will be able to view the report |
Managers | This report will be available to managers and admins only |
Project Owners | This report will be available to project owners, managers and admins |