Custom Reporting
Spreadsheet Control, Reporting Templates, Business Process Analysis, Washington DC
- Custom Report Builder
- Drag-and-Drop Utilities
- Spreadsheet-like Control
- Save and Share Custom Reports
Custom Report Builder
The Custom Report Builder lets you create reports - such as sales commission reports or month-over-month comparisons - that supplement your QuickBooks reports. To save you time, data in a custom report is automatically refreshed each time you run it, and you can save snapshots for a particular period.
Data currently available in the report builder focuses on Sales and Profitability information but, as a web-based application, Business Analysis ES will be frequently and continually improved so you can access more data from Enterprise Solutions.
Drag-and-Drop Utilities
Quickly add data to tables or convert tables into a variety of charts and graphs using simple drag-and-drop functionality - so you can spend more time analyzing your data and improving business performance instead of hours on manual report-creation.
Spreadsheet-like Control
The Custom Report Builder provides many of the functions available in popular spreadsheet applications, such as variables, filters, pivot tables, sum, sort, and charts - plus it has the added benefit of being connected to near-real-time data from QuickBooks.
Save and Share Custom Reports
Easily share reports with other Business Analysis ES users, including trusted advisors like your accountant. Reports can be shared as a static snapshot or as a template that the recipient can customize even further. You can also export to Excel or PDF any report you create.
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