Reporting

Once your data is in the system, the reporting opportunity are endless. We can help you create bespoke reports that are instantly accessible. From charts to summaries, we have seen them all.

Summaries with KPI Dashboards

Our reports are frequently used to compare current performance with targets, or last quarter/year. This is instant, and clear to see.

Some customers like lots of information, whereas others like it simple. Every customer is different, and we can help you.

Our SQL Server databases are powerful and combined with our user interface, we can give you what you need.

Charts

Our software allows you to produce charts with ease.

If you're called to an urgent meeting with a customer, all the charts you need are easily generated and accessible within your system, ensuring you're always prepared with up-to-date information.

Saving you hours of time manually creating charts for your projects.

Excel Exports and Imports

We spend a lot of our time replacing spreadsheets with software. However, we know that Excel is useful in many ways.

You can export much of your data for analysis in Excel without needing us to develop a report everytime.

Excel is also a useful source of information, and many of our customers import from Excel or CSV files.

PDF Documents

A system can create and store PDF documents within projects, tasks, and quotes.

We can create and store them to provide auditable copies of quotes. We can also generate PDF's on the fly if history is not important.

Creating Storing documents in the system ensures they are easily accessible to all team members, and they are all created in the same way, so nothing is missed.