Connectorly for WorkflowMax and Microsoft Power BI makes it easy to report across the full WorkflowMax data set.
In particular it:
Has an easy-to-understand WorkflowMax data structure
Works across multiple WorkflowMax Organisations so that you can aggregate data across organisations or filter across Organisations in the same report
Allows you to bring your WorkflowMax data together with your Xero data using our Connectorly for Xero and Power BI.
Create reports on purchase orders, quotes, leads or timesheets.
Allows you to follow the job costing more closely.
To achieve these goals we simplified and substantially enriched the raw data that comes from Xero.
Find out more about the data you can report on in The Connectorly WorkflowMax Data Model.