Reports written for your business appear in your own menu, run as a grid, a pivot or a graph, and can be printed, e-mailed and scheduled like any other.
My Reports holds the reports written for your business - registers, statements and lists beyond the standard ones. They appear in your own menu, filed in folders, and each is shown only to the users who should see it. You run one, enter its parameters, and read the result as a grid, a pivot or a graph. You can save the grid laid out the way you like to read it. Reports print, export, go by e-mail and can be scheduled like any other. Custom tables give you data entry for registers the ERP does not hold as standard.
Why use it
- You keep a separate spreadsheet for a report the standard set does not haveHere your own report runs inside the ERP.
- You rearrange the same columns each time you open a reportHere you save the layout and get it back.
- You need a register for something the ERP does not holdHere a custom table gives it a data-entry form.
- You do not want every user to see every custom reportHere each report needs its own View right.
- You mail a custom report to your manager by handHere it can be e-mailed or scheduled like a standard one.
Key advantages
Custom reports read the company database directly, so the figures are as current as the books.
Rights are given per report, per user and per company, using the same rows the desktop reads.
Grid, pivot and graph read the same rows, so changing the view never runs the report again.
A saved layout keeps column order, widths, hidden columns, sorting and grouping for the next time.
Custom tables build their own data-entry form from the table's definition, with pick-lists where set.
Business benefits
Reports that fit you
Your own registers and statements run beside the standard reports.
Fewer spreadsheets
Data stays in the ERP instead of copies kept on desktops.
Controlled access
Each custom report is seen only by the users you allow.
Time back each week
Saved layouts and schedules remove repeated setting up.
Where it is used
The business needs a register in its own format.
A custom report lists it in the menu, and only the users given the right can open it.
The plant keeps a checklist that the ERP does not hold as standard.
A custom table gives it a data-entry form, and a custom report reads it back.
A manager wants a custom report every week without asking for it.
The report is scheduled and arrives by e-mail.
What it costs, and what it saves
The price list could not be read just now; the pricing page shows today's price.
What it replaces
- Spreadsheets kept beside the ERP
- Setting up the same report layout again and again
- Sending custom reports by hand
Work out your saving
Your own figures, 26 working days a month. An estimate, not a promise. User licences are priced separately.
What it does for you
Custom reports, each shown only to the users who should see it - one free, more at Rs 100 a month per report.
Grid, pivot and graph from the same report.
Layouts saved the way you like to read them.
Custom tables with their own data entry.