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Management Reporting

Standard report forms

Standard reports

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Ready to run

Select from the comprehensive range of ready to run management reports and position your favourites at the top of the list. From aged debtor lists to P&L and balance sheets, every transaction from the lifetime of your system can be searched sorted and subtotalled. All your information can be displayed the way you and your auditors want it. Business management forms such as invoices and statements can be configured to meet the needs of your individual customers.

Flexible formats

Every report can be printed to screen or paper. They can be saved to disk as a spreadsheet or a PDF file. They can be imported as data into a database or alternative software. They can be published on sharepoint or to the internet. They can be sent automatically to a group or groups of staff. They can be accessed on PDAs and smartphones. You really can have all the information you need, wherever and whenever you need it.

Audit & transaction reports

With more than 250 standard formats to choose from you need to establish your favourite management reports and mark them so that they appear at the top of your reporting list and every member of staff can choose their own favourites or you can choose for them. Reports can be copied with unique and meaningful names and configured to provide the filtering, sorting and subtotaling that you require.

Records reports

Every record in the system, from customers to projects and stock to nominal accounts, can be reported in summary with sixty or more on a page to full detail with one or more pages per individual record. It is fast and easy to view every piece of information known from month by month turnover for many years to profit statistics and buying trends.

P&L reports

Profit reporting can be by company, division or project or by any other format you may need. You can look division within project or project within division the information can be sliced and diced in any way you choose. You can compare month, quarter or year. You can look at budget against actual and forecast the likely out-turn for the rest of the year.

Balance sheet reports

Balance sheets can be in summary or full account code detail. You can easily examine all the journal movements between one period and another and compare balance sheet positions year on year.

Document reports

Documents such as invoices and statements can be modified to include your own choice of logos, graphics, colours and fonts to help you match your computer output to your brand. You can specify unique layouts and formats for use with individual customers.

Custom management reports

If there is not a standard report that meets your precise requirements then you can describe to us exactly what you require and we can either write it for you or teach you how to write it for yourself. We can write reports that span multiple databases so that you can have a single report that includes financial and non financial information.

Further information:

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