The reporting module at a glance.
Generate detailed reports of individual or group data points in your workflow.
Reporting main features
Take advantage of a myriad of reports available for nearly every aspect of your business management/analysis. Report categories include:
- Sales: sales order summary, profitability, and labor time reports, change orders reports, commission reports
- Accounting: invoice summary, payment reports
- Project Management: expense reports, task reports including the ability to see which tasks took longer than expected to complete
- Inventory Control and Purchasing: purchase order line reports and purchase order summary, stock reports
- Human Resources: track employee hours with time clock reports
- Asset Management: asset/equipment tracking, vehicle mileage and service records
- Labor/Work Order Tracking: work order labor commission, added parts, time onsite
- Customer Relationship Management: customer notes report, payments received, customer activity goals
Create your own ad-hoc reporting package
Delivered to specific users on a set schedule (daily, weekly, monthly). Choose a timespan and get daily, weekly, monthly, quarterly, and/or yearly overviews of many of your most important business metrics, such as:
- New proposals
- Sales order totals
- Billed invoice amounts
- Received purchase orders
- Scheduled and completed work orders