Reporting

  • Integrated reporting suite
  • All reports are security defined, so only those with access to a report will see that report
  • Click straight through to a customer from any customer related report
  • Report on sales orders information and click directly into the sales order screen
  • All reports can be viewed in Excel with a single mouse click (this is audited so you know when any report has been dropped into excel, by who and when). Users can also be defined to not be allowed to export any reports
  • Use any report to generate telesales campaigns
  • Any report can be set up with drill-throgh options to help you slice and dice your data. Start at a very high level and drill all the way down to the detail.
  • Amend any standard report or create a new report from scratch
  • Any report can be scheduled to email to a list of recipients, giving the right people the right information wherever they are.
  • A KPI Dashboard can be defined for individual users or groups of users.

Any report that contains an email address can be used to generate email campaigns.

HTML templates can be set up and then selected from a relevant report.

The emails are tagged against the customer histories.

Any report that has a reference to a sales order, quotation or customer has the option to right click and drill through to a single or selection of orders, quotes or customers.

Reports can also be set up with drill downs through to other reports, so slicing and dicing your data is easy

Reporting Options

KPI Dashboard

Dashboards can be set up that use pie charts, traffic lights and bar charts.

Any number of views can be defined for a single dashboard (the size of the screen is the only limit).

Dashboards can be set up for specific users or groups of users

Auto Reports

"Auto Reports" allows reports to be emailed to any number of email addresses.

Specific criteria can be defined so daily, weekly, quarterly figures can be be sent out at the end of any day, week, month or quarter.

Reports are sent as excel attachments.

Information Control

All reports are available from within Delstree's own "Information Control".

All reports can have selection criteria pre-defined or allow users to report how they need.

Gap analysis, cvs exports, selection criteria imported from excel spreadsheets, campaign builder are all available out-of-the-box.