QuickEasy Custom Reports is an integrated report-writer that gives you immediate access to numerous standard reports relating to Customers, Sales, Quotations, Work-in-Progress, Purchasing, Production, Inventory, Accounting and more.

In addition to fields that display values from your database, calculated fields can be added to Reports. Calculated fields display the result of a calculation on other fields in the Report - much the same way as a spreadsheet works.

For a more visual display, QuickEasy Reports can be viewed as an interactive, customisable chart which in turn can be viewed as a Column, Bar, Line, Area or Pie diagram.

User settings enable you to control which Reports may be accessed by individual users. In addition, you can add a parameter to Reports to filter out the records linked to other users. For example, Sales Reps could be restricted to viewing their own Customers.

For an overview of Management Reports, watch this short video.

Discover Custom Reports

• Custom Reports Interface

• Edit Reports

Custom Reports Interface

Navigation

Main Menu > Reports > Custom Reports

Business reports are an essential tool for you to run a business optimally. Without reports, its very difficult to make informed decisions.

You can load business reports from a file, as well as custom-created.

• Select - The Select drop-down list will be populated with all the Reports the User has access to. Simply select a Report and click View.

Once you have selected a Report and clicked View the data grid will populate. See image below:

1. Information - This will show the Report description entered in the Report setups. This will state the function of the selected Report.

2. Date Filter - This field allows you to filter the Report by date. If the Date filter is not applicable to the selected Report, it will then be greyed out. The Date filter is usually used when a Report requires one or two date parameters.

3. Data Tab - The data grid will populate with the selected Report's results.

4. Filter - This allows you to filter the data by simply clicking underneath any column header, in this row, and entering a description or value. The description you enter in the filter row is case and spelling sensitive.

5. Summary - This shows a summary of the data displayed in the data grid.

6. Menu - The Menu button provides the following additional functionality:

   • Edit Report - This allows you to edit the Custom Report. See more below.

   • Data grid - This allows you to group the data by date, month, year, or a relative constraint, to expand (show data rows) or to collapse (hide data rows) groups.

     • Date grouping - This allows you to group the data by Date, Month, Year or a Relative constraint.

     • Automatic Row Height - This will automatically set the data grid's row height.

     • Expand and Collapse Groups - If data is grouped, this will show or hide the data rows.

   • E-mail - This allows you to E-mail the Report in PDF or Excel format.

   • Export - This allows you to Export the data grid in a .csv format.

By right-clicking on a report in the data grid, provides the following additional functionality:

• • DrillDown - This will open the linked transaction.

  • Print - This allows you to print the selected Report.

7. Chart Tab - This will display a diagram with the Report results. See image below:

1. Customise Chart - This allows you to customise the chart. You are only allowed to customise the chart withing the parameters set in Report Setups.

2. Diagram Type - This allows you to select between the following diagram types:

   • Area diagram

   • Bar Diagram

   • Column diagram

   • Line diagram

   • Pie diagram

   • Stacked Area diagram

   • Stacked Bars diagram

   • Stacked Columns diagram

Edit Reports

Business Reports are essential to running a business optimally. Contact Helpdesk for access to standard Reports or to create custom Reports. You can load business Reports from a file, as well as custom-created.

User settings enable you to control which Reports may be accessed by individual Users. In addition, you can add a parameter to Reports to filter out the records linked to other users. For example, Sales Reps could be restricted to viewing their own Customers.

In addition to fields that display values from your database, calculated fields can be added to Reports. Calculated fields display the result of a calculation on other fields in the Report - much the same way as a spreadsheet works.

Navigation

Main Menu > Reports > Custom Reports > Menu > Edit Reports

1. Report - This is the name of the Report.

2. Template - This displays the Template loaded for the Report.

3. Drilldown - Module - This indicates the Module the Report relates to.

4. Drilldown - Fieldname - This indicates the Fieldname within the Module the Report relates to.

5. Load - This allows you to Load a Custom Report (*.qer) file. Contact QuickEasy Helpdesk for Custom Reports.

6. Refresh - This will refresh the Custom Reports data grid ensuring all Reports are up to date.

7. The following additional functionality becomes available when you right-click on a Report:

   • Edit - This allows you to Edit a Custom Report.

   • Copy - This allows you to Copy a Custom Report. This is handy when you need a new Report with similar parameters as an existing one.

   • Save to file - This allows you to export the Report, saving it as a Report files (*.qer) format file. You are able to load these files to another database by clicking on the Load button (5).

   • Delete - This will delete the Custom Report.

Creating a Custom Report

Navigation

Main Menu > Reports > Custom Reports > Menu > Edit Reports > Add/Edit

• 1. Name - Here you can enter the Report's name.

  2. Template - This allows you to load a Template for the Report.

  3. Description - Here you can enter a description for the Report, stating the function of the Report.

  4. Drilldown - This allows you to set the Module Drilldown parameters.

  5. Drilldown - This allows you to set the Key Fieldname Drilldown parameters. You are able to select from the following Fieldnames:

     • STAFFID

     • LISTNAME

     • QTY_ALL

     • TOTAL_ALL

     • QTY_ACCEPTED

     • TOTAL_ACCEPTED

     • CONVERT_QTY

     • CONVERT_TOTAL

  6. Fields - The Field data grid will show all the Fields set to calculate the Report.

  7. Add - Click Add to add a Field to the Report.

  8. Chart - The Chart tab allows you to select the Fields that will be displayed in the Chart when viewing the Report in the Reports module. See image below:

9. Edit SQL - Click this button to Edit the Report's SQL Script. The SQL Editor window will open when you click this button. See image below:

10. Copy - This will copy the current Report and create a new Report.

The Benefits of BOS Reporting

Monitor key areas of your business with ease

QuickEasy Software has a built in indicator system that allows you to monitor the key areas of your business, such as:

• Sales activity vs. target by sales rep

• Quotations vs. target

• Orders vs. target

• Invoiced vs.target

• Profit vs. target

• Available hours vs. scheduled task hours

• Overtime vs. downtime

• Cash flow: inflow vs. outflow

• Receivables vs. payables

Transaction summaries and pivot tables

Our software contains a built-in summary view for every kind of transaction and can also be viewed in a pivot table format. This allows you to see all tasks due on a particular day, in the next few months, even in the year ahead.

QuickEasy Software contains built-in features that provide you with instant access to information, from staff member information to customer details, supplier data or even a specific product item, our integrated software gives you easy access to the information you need at the click of a button.