There’s a report for that!
RoboHead reporting features provide powerful tools that can be used to summarize and combine key data about your teams and your work.
Our reporting features allow you to easily track and measure the results of each activity performed in RoboHead – including requests, campaigns, projects, tasks, reviews, approvals, expenses, time, and more.
Share success through shared reports
Reports can be distributed to both users and non-users of RoboHead alike. Have a client that wants access to project activity? Easily add them to the report email distribution list.
With project management software like RoboHead, your reports are always in real-time and will highlight the most important marketing metrics for each recipient.
Automate your information
RoboHead allows you to set up a report once and then share it on a recurring basis automatically. Set the day, time, and interval most convenient for you (daily, weekly, or monthly), share among team members and even add it to your dashboard to view onscreen with a single click.
Measure success through satisfaction surveys.
There is no better way to know how your team is performing than by asking your customers directly.
RoboHead’s customer satisfaction surveys allow managers to send surveys upon the completion of each Project (along with final project deliverables, if desired) to gather reportable feedback on performance and team ‘kudos’.
Visualize your Data
RoboHead’s Data Direct Module is a way to enhance your reporting process and extend the use of RoboHead throughout your organization by integrating it with commonly used data visualization tools (Tableau, Domo, Power BI, etc.).
To enable the Data Direct Module please reach out to your Account Manager or contact RoboHead Support at support@RoboHead.com.
Reporting – Three Key Takeaways:
Track all important metrics
Measure and track the results of each activity performed. If it happens in RoboHead, it’s reportable.
Use data to introduce change
Understand team allocation, work capacity, overall performance, and identify why projects fall behind.
Schedule and distribute with ease
RoboHead makes it easy to schedule and distribute reports to your team and leadership via email.
Looking for more insight into Reporting?
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Troubleshooting your marketing team’s workload and capacity issues
As a marketing director or creative services manager, it’s your job to make sure your marketing team’s workload stays full, but not too full.
View and report on progress in real-time with just a click of a button.
Understand important company metrics, KPIs, and overall status with custom reports using the RoboHead report builder.
Get in touch with the RoboHead team and we would be happy to create a customized demonstration based on your team’s existing processes and workflows.
Don’t just take our word for it.
Creative & marketing organizations around the world turn to RoboHead to bring their teams together to produce high-quality campaigns. Discover what our clients and past users have to say about RoboHead on the 4 top trusted review sites for project management software. *RoboHead is highly rated in Project and Resource Management as rated by Software Advice’s 2021 FrontRunner Report and G2’s 2021 Winter and Spring Grid Report.