Welcome to our WorkflowMax blog series

As WorkflowMax expands its own MCP and reporting services, you may find you no longer have a requirement for SYNCHUB. And that's absolutely fine...just read this first.

See how we can supercharge your collaboration and workflows by bring your WorkflowMax data to your fingertips.

A common limitation of 3rd-party APIs is that they serve only current data. But what if you want to retain the history of your data as it changes over time?

The existing WorkflowMax 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 WorkflowMax data instead - your formulas and charts stay put, and updating them becomes a single click.

Querying the WorkflowMax API directly from Power BI is slow and fragile. Stage your data in a relational database first, then build interactive dashboards that combine WorkflowMax 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 WorkflowMax 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 WorkflowMax data using its built-in SQL Server connector - no exports, no plugins.