Custom Report
Powerful reporting, built for your workflow
Need a custom report format — or a team that actually knows how to use it? We build the reports and train the people.
Garrett Hoover
Lead Report Developer · PHDwin
V3.1.19
Latest Platform
Live
Training on your database
Two ways we can help
Whether you need a report built or a team trained — or both — we’ve got you covered.
Custom Report Development
Have a report format you love in Excel, PDF, or on paper? We recreate it as a native PHDwin report — one import and your whole team can run it instantly.
- Submit any example: Excel, PDF, or scanned hard copy
- Built by Garrett's report development team
- One import makes it available to all users on your instance
- Supports watermarks, logos, custom products, and 110+ column configurations
- Works across all PHDwin V3 report types
Reporting Training
Live, instructor-led sessions with Garrett — run against your actual database so everything you learn applies the moment you're back at your desk.
- Intro to Reporting: the full PHDwin V3 report library
- Advanced sessions: price decks, batch reporting, qualifier workflows
- Hands-on with your real data — not a demo dataset
- Session recording included for future team onboarding
- Ideal for teams migrating from ARIES or PHDwin V2
What your team will learn
The intro session covers every report type in V3 — using your actual database from day one.
Detailed & Eco Reports
Run all views — Standard, Alternate, 3 Volume, After Tax — in a single session. Switch tabs without re-running. Consolidated reporting replaces V2's separate-report-per-view workflow.
One Liners & Batch Runs
Compact per-case summaries with multiple discount rates. Queue reports to run overnight, unattended and reliably. Multi-scenario batch runs with interwoven or summed output modes.
Custom CSV & Excel Export
Pick from 110+ columns, add watermark, attach a logo, and output clean data directly to Excel. Configure output range to keep SQL output lean and Excel files manageable.
Price Deck Management
Understand price models, qualifiers, and scenarios. Apply a new strip price across thousands of cases in minutes. Supports weekly strip workflows — new qualifier per week or rolling update.
Instance-Level Sharing
Import a report once and it's available to your entire team. Standardize graph templates and report libraries across all users on the instance — no per-machine configuration needed.
Input Report & Audit Trails
Inspect every case input and compare qualifier configurations across scenarios — great for reviews and audit. Multi-scenario mode shows all qualifiers with italic highlighting for populated data.
How it usually goes
Most clients move through these steps — you can jump in at any stage.
Discovery Call
30 min to map your workflow gaps to the right service.
Intro Training
Live session with Garrett on your database.
Custom Report Build
Submit your format — we build and deploy it.
Advanced Session
Price decks, batch runs, database config — as needed.
Tell us what you need
Whether it’s a custom report, a training session, or both — fill in the form and we’ll be in touch within one business day.
Your format, built natively
Submit any example output and we recreate it as a report that runs inside PHDwin.
Training on your real data
Sessions run on your actual database — what you learn applies immediately.
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Transitioning from ARIES to PHDwin can unlock advanced economics features, faster performance, and more intuitive workflows.