- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks PO Tracking
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks Unleashed
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
- T-Cards Online
Advanced Reporting tools
For use with: Microsoft Access, SQL Server or ‘any’ other database
About the User: We’ve created bespoke reports for several
different clients - mainly reporting from Microsoft CRM, QuoteWerks, Sage 200 or
Sage CRM databases, but the principles could be applied to more-or-less
‘any’ database.
Project Brief: While tools that come out-of-the-box with
applications these days are usually incredibly good for meeting most businesses reporting requirements,
sometimes they can't quite do everything. There are various generic reporting tools
available that can be applied, but sometimes these are quite technical and may require
knowledge of the database structure and/or quering languages which aren’t always
an average user’s strength. Clients have typically come to us with the requirement
that they just want a few core reports that they can run easily based on a few parameters
to display the information on a website or draw the data into Excel for analysis.
Features:
- Comprehensive summary business intelligence reporting.
- Reports generated from one (or number of) different application database sources.
- Information displayed to a website which is automatically refreshed every 30 seconds (used in a sales office on a big screen to monitor sales reps performance).
- Information drawn into an Excel spreadsheet for further analysis, graphing, etc.
Benefits:
- Simple interfaces to allow reports to be produced with just a few clicks.
- Business intelligence information from your data.
- Producing reports that aren’t possible just using the applications out-of-the-box reporting tool.
- Producing reports across different application databases (which almost certainly can’t be produced using the applications out-of-the-box tool!).
- Reports can be used as motivational tools in a competitive sales environment, for business performance analysis or to produce graphs for team presentations.