Welcome to our Reporting blog series, with Teamwork CRM

The existing Teamwork CRM reporting tools are numerous and comprehensive. But if you're running multiple accounts and need to consolidate data across your entire organization, things get a little more difficult.

Still exporting CSVs and rebuilding the same pivot tables every month? Point Microsoft Excel at a live copy of your Teamwork CRM data instead - your formulas and charts stay put, and updating them becomes a single click.

Querying the Teamwork CRM API directly from Power BI is slow and fragile. Stage your data in a relational database first, then build interactive dashboards that combine Teamwork CRM with the rest of your business.

Google Sheets is where many teams already share their numbers. With a few lines of Apps Script, you can query your Teamwork CRM data straight into a sheet and give everyone one shared, up-to-date view.

Need a dashboard you can share with a link, without paying for BI licences? Connect Looker Studio (formerly Google Data Studio) to your Teamwork CRM data using its built-in SQL Server connector - no exports, no plugins.