Overview: Reports and Analytics

Download in Excel, CSV, and PDF Formats 

After logging into the Workceo webpage, hover over the “Reports” section in the left side column of the page. Select a report from the menu available on the top section of the webpage as shown below.

Select a report from the “FINANCIAL Report Section”, “CLIENT Report Section” or “OPERATIONS Report Section” by clicking the dropdown menu. This will open “REPORTS” page as shown below.

In order to download the report, scroll down and select the dropdown “Export” option and choose the file format as “Excel”, “CSV” or “PDF” as shown below.

• Related Articles

• Financial Reports

  Financial Reports in “Report” Section After logging into the Workceo webpage, hover over the “Reports” section in the left side column of the page as shown below. Select a report from the “FINANCIAL Report Section” by clicking the dropdown menu.  ...

• Client Reports

  Client Reports in “Report” Section After logging into the Workceo webpage, hover over the “Reports” section in the left side column of the page. Select a report from the “CLIENT Report Section” by clicking the dropdown menu. This will open the ...

• Operation Reports

  Operational Reports in “Report” Section After logging into the Workceo webpage, hover over the “Reports” section in the left side column of the page as shown below. Select a report from the “OPERATIONS Report Section” by clicking the dropdown menu ...