Stop Merging in Excel: Link Report Types in CMap Report Builder

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Your most-requested reporting feature, live in 30 minutes

For years, comparing two reports in CMap meant building each one separately, exporting both to Excel, lining up the dates by hand and working out the variance yourself. Then doing it all again whenever the numbers changed.

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 30-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.

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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

Speakers

Emily Heath

Senior Consultant, CMap