Stop merging in Excel: Link report types in CMap report builder

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Your most-requested reporting feature, live in 45 minutes

Many firms rely on multiple reports to answer key operational questions, often bringing the results together in Excel to compare performance and calculate variances. It works, but it takes time and needs repeating whenever the data changes.

Not any more. With Link Report Types, you can combine two or more report types in a single report, join them on any shared field such as date, project, client or office, and run custom calculations across both. Resourced vs booked, revenue vs invoiced, forecast revenue vs resourcing, utilisation vs revenue: one report, variance as just another column, updated every time.

In this 45-minute session we'll show you the old way and the new way side by side, build linked reports live, and walk through what's available at launch.

What you'll learn

Link report types across Invoices, Invoices, Expenses, Milestones, Purchase Invoices, Resourcing, Revenue, Revenue Attribution and Timesheets

Join sources on the fields that matter to your business, not just date

Build variance and custom calculations directly in CMap

Replace your existing Excel workarounds with reports that stay current

Live Q&A to answer any questions you have

Speakers

Emily Heath

Senior Consultant, CMap