Reporting & Data Analysis

• Report Explorer

  The home of various reports for all installed modules, the Report Explorer allows user to run individual or company reports to concisely summarize system data.  Run reports in the handy PDF format for easy saving, printing, or e-mailing; generate them in Excel to use custom and advanced calculations or generate graphs and charts; or create reports in TIFF or mHTML formats for integration with other applicaitons.

  • Campaign Comparison by Date
  • Donation Detail by Date
  • Donations by Amount
  • Fund Breakdown by Donation Type
  • Fund Comparison by Date
  • Sales Opportunities Forecast
  • Customer Sales by Rep
  • Customer Snapshot
  • Sales Opportunity Forecast
  • Sales Rep Commission Statement

• Data Analysis

  Advanced reporting and analysis capabilities are provided through Data Analysis Cubes.  Using the latest in OLAP technologies to create "pivot-able" views of your system data, users can sort, filter, arrange, and relate data in many ways to determine information that is important to them.

  • Campaigns Analysis
  • Sales and Commissions Analysis
  • Donations Analysis