Webinar: Report Editing 101 (Basics) (4/1/2026) Follow
This webinar was the fifth session in Print Reach’s eight-part Midnight webinar series and focused on basic report editing in Midnight, including cloning reports and making simple edits.
The webinar also included an overview of Print Reach’s updated Professional Services process, highlighting the use of GuideCX for managing custom report requests.
When a custom report is requested, Mark Booker, our Project Manager, will send a payment link for the Quoting Fee. Once the quoting fee has been paid, the original support ticket will be closed, and you will receive an invitation to join your Professional Services project in GUIDEcx. From that point forward, all communication, updates, and project tracking will take place within GUIDEcx.
As shown in the graphic, the Professional Services workflow consists of six phases, beginning with Quoting Fee and Estimation and ending with Report Delivery and Hours Remaining and Expiration Tracking.
After the quoting fee is paid, the next step is to complete the Midnight Custom Report Planning Form and provide a detailed mock-up. The mock-up is critical, as it shows where in Midnight the report data should originate. Together, the planning form and mock-up are used to define the report scope and allow our Development team to provide an accurate estimate.
Please note that if a mock-up is not provided, our Professional Services team will need to create one on your behalf, and that effort will be included in the estimated hours to build the report. Typically, you will receive a draft version of the report on your site, and based on the approved estimate, we will recommend the appropriate hourly package and provide a payment link directly within the GUIDEcx task.
Once the scope has been approved and submitted to our Development team, any requests that fall outside of the approved scope will be deducted from the purchased package hours. Requests that exceed both the approved scope and the available package hours will require additional Professional Services charges.
As outlined in Phase 5, the report is built, reviewed, and approved. In Phase 6, the remaining hours and expiration date are tracked. We strongly recommend recording and monitoring this information, as Professional Services hours are valid for one year from the date of purchase.