Why you should look to customise your reports
Making sure your reporting needs are met and are accurate for your business means any reports or data that must be sent outside of your business is professional, consistent and most importantly accurate. This could be ensuring statements or emails being sent include your company logo, a personalised signature, or even your terms and conditions.
Using the AOI tool, you can grab data directly from the database and import it into Excel, opening the opportunities you have to amend or update any data if necessary as well as be able to link to other Excel spreadsheets you may have for comparisons or data linkage.
What you can do to your reports to
Using the AOI tool including the INXL add on to perform management reports as well as allow you to bulk upload any data you have within Access Financials.
Ensure your email templates are professional and reflect positively on your business.
Assign email templates to certain customers and suppliers depending on which entity you might be using or what the subject of the email is.
Ensure your invoice and transaction templates fit your business needs, including your logo, address and any other pivotal information you want to include. Remember, if you require a bespoke report built or something more complex then you can book some consultancy time with our reporting experts.
How to optimise your data
Adding logo's, address and other information to your Crystal reports. or Book Consultancy for any additional customisation needs