Build your own queries and save them. Leverage the power of SQL queries that can extract information rapidly across multiple tables. Tabular reports (Excel), Custom Designer reports (PDF), charts and integrated Pivot table templates make our platform a true powerhouse when it comes to getting your hands on your data. Reporting is always a challenge as customers like to see information in manner conducive to their practices. Our reporting environment gives you a lot to choose from and empowers you to get the information out and an efficient and secure manner.
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REPORTING FEATURES
Reporting Capabilities
Specialized Reporting
- Built in System Report for most of the data classes in the platform
- Custom tabular (Excel) based reports; create your own for any data in the system
- Custom designer reports for invoices and other processes that require a very personal touch
- Designer reports incorporate a very common design environment where you choose the fields and format and layout for all aspects of the report
Specialized Reporting
- Create Word templates that can be used in your reporting for a custom approach to report output
- Create pivot table templates that will automatically update based on source data that is output from the system
- Create charts based on system queries that render your information in a very intuitive manner