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Management Reporting

Management reporting in Access Dimensions & FocalPoint

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Standard report forms

Each module within Access Dimensions and FocalPoint comes with a fully comprehensive set of ready-to-run reports. From aged debtor lists to P&L and Balance Sheets, every transaction from the lifetime of your system can be searched, sorted, subtotalled and displayed the way you want it. This flexibility extends to your customers too - you can customise all your business forms (e.g. invoices, statements) to meet their specific needs. More »

Powerful enquiries

Each screen within Access Dimensions provides instant access to a huge array of information. Drill down to display or print source transactions or drill across to find similar or associated records. From looking up customer and supplier contact details to viewing a detailed analysis of budget or actual costs on projects, you have a 360 view of everything you need to know. More »

FocalPoint reports

Access FocalPoint combines the powerful analysis of Crystal reporting with the accessibility of the internet. Simply add any Crystal Report into FocalPoint and anyone can access this key information, subject to full security. Fast, on-screen enquiries make this functionality a must-have for managers on the move. More »

Board pack reporting

Access Dimensions takes the hard work out of creating board packs. Simple, easy to use templates collate all the information you need, from Crystal reports to spreadsheets, Word documents to PDFs. Shuffle the order of documents for inclusion, create branded coversheets for a professional look and include hyperlinks for ease of navigation. Once you're done, save the pack as a PDF and distribute it to your pre-defined schedule. Easy! More »

Consolidated reports

Produce consolidated financial statements at the click of a button. This time-saving tool comes with an in-built wizard to simplify the process of gathering information from across all holding companies/subsidiaries, reducing re-keying and errors.

Dashboards and KPIs

Sometimes, you don't need the detail. You just want high-level, real-time information that's specific to the job that you do. With Access Dashboard, you get just that. This dynamic visual tool cuts through all the data within your Access business system, presenting it in a series of personalised, real-time views. Track your bank balances, top ten performers and any KPI of your choice from the comfort of your desktop...  More »

Analytics, trends and business intelligence

Get a better understanding of your business with Access analytics. From real time integration with Excel to "slice and dice" data cubes, Access Dimensions provides a host of easy-to-use business intelligence tools specifically designed to help decision-makers monitor performance, spot trends, and identify opportunities. More »

Access Report Writer

Our user-friendly module, Access Report Writer, lets you create the reports you need in the format you want. Reporting is made easy because the module uses plain English fields - instead of technical database structures - to display your data. Simply click the fields you want shown in the report, set the parameters, choose the desired report form and your report is ready. With Access Report Writer, you can choose to print, export to Excel/Word/PDF or save your report. The module also lets you set user permissions so you can keep track of who can see what. More »

Alerts & automatically distributed information

Need to let someone know a report is ready, or that an invoice needs approval? Traditionally, handling these common business scenarios is a time-consuming and costly process. This is why we've teamed up with Orbis TaskCentre, a widely used add-on that enables your organisation to automate practically any business process. This functionality ranges from Advanced Business Alerts functionality, triggering html emails or SMS messages, to Document Automation, capable of creating and delivering anything from sales reports to welcome packs... More »

Access Mobile

Calling all smartphone users! This brand-new productivity app provides a central view of your Access business system, enabling you to view, enter and submit timesheets and expenses, see upcoming appointments, check KPIs and much more on the go. It's free, and available to download now.  More »

Reporting carbon emissions

With Access financial software, you can now analyse your carbon emissions output in exactly the way you analyse your financial performance - by division and department, by project and by staff. Compare budgets and actuals month on month and year on year, and take positive steps to drive down your carbon footprint. More »

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