Focus on the Reporting Function

Processing data and producing the bills is obviously the core part of our software.

But it is the reporting which provides the essential information for your business.

With ease you can produce reports analysing calls, invoices and carriers as well as financial and management reporting. And all of the reports can be quickly converted to Excel using the CSV button.

We want to help support you in managing your business, so we have a number of reports readily available that are very popular, including:

  • Customer Performance and Product Performance – giving you vital information to assess performance and changes over the previous 12 months
  • Market share
  • Loss Making – this provides a quick and easy way to maintain healthy profit margins – crucial in the current climate
  • Carrier Summary and Call Stat reports – these have built in filters to enable you to drill down to a granular level

We have identified 12 key reports that are available by default to every customer. The system is capable of producing so much more, but rather than making you wade through hundreds to find what you need, we’ve kept it streamlined. If you need more, do let us know, and we can add others that are available.

For customers on the Pro and Bespoke products, we can also create custom reports – allowing you to cut, slice and dice the data any way you would like.

Above all, we are committed to ensuring your billing software enhances the performance of your business, enabling you to access the information you need to make informed decisions.

If you have any queries, or would like support in using the reporting function, please give us a call on 01256 799 812.

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