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.
Make sure to first set-up the following before attempting to use the Reports module:
Select all the Reports you wish the User to have access to and click OK.
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.
Once you have selected a Report and clicked View the data grid will populate. See image below:
By right-clicking on a report in the data grid, provides the following additional functionality:
7. Chart Tab - This will display a diagram with the Report results. See image below:
The Chart tab will only be available if there's Chart Categories and Series parameters selected in Reports Setups.
QuickEasy Software has a built in indicator system that allows you to monitor the key areas of your business, such as:
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.