Defined report library
Consistent report definitions rather than ad-hoc queries.
The problem
Reports are assembled by hand, and the exported file never quite matches what was on screen.
How it works
Choose from the defined report library.
Narrow by period, location, team, status or category.
See the result before exporting.
Download the file, generated from the same filtered data.
What you get
Consistent report definitions rather than ad-hoc queries.
Check the output before you download it.
The file always reflects the filtered view.
You can only report on data your role allows.
Connected
Information is captured once and reused wherever it is relevant.
Questions
No. They read live business records, so a report is always current.
Reports export as spreadsheet-friendly files generated from the filtered view.