Reporting

Reporting2018-10-05T22:05:30+00:00

Reporting Module Features

  • Take advantage of a myriad of reports available for nearly every aspect of your business management/analysis. Report categories include:

    • Sales: sales order summary, profitability, and labor time reports, change orders reports, commission reports
    • Accounting: invoice summary, payment reports
    • Project Management: expense reports, task reports including the ability to see which tasks took longer than expected to complete
    • Inventory Control and Purchasing: purchase order line reports and purchase order summary, stock reports
    • Human Resources: track employee hours with time clock reports
    • Asset Management: asset/equipment tracking, vehicle mileage and service records
    • Labor/Work Order Tracking: work order labor commission, added parts, time onsite
    • Customer Relationship Management: customer notes report, payments received, customer activity goals
  • Create your own ad-hoc reporting package to be delivered to specific users on a set schedule (daily, weekly, monthly). Choose a timespan and get daily, weekly, monthly, quarterly, and/or yearly overviews of many of your most important business metrics, such as:

    • New proposals
    • Sales order totals
    • Billed invoice amounts
    • Received purchase orders
    • Scheduled and completed work orders

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Want to Learn More?

Watch the following videos to learn more about the reporting module in iPoint.