QuickEasy 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.

Reports Interface

Navigation

Main Menu > General > Reports

Shortcut Menu > 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 Report, opening the Report Setups in Settings & Defaults.
   • 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.
   • 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

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.