Customised management reports are designed and developed according to your specifications and requirements.

Our services include the following:
  • Developing customised reports from any financial system and/or database including graphs and dashboards;
  • Automating reports for ease-of-use. This can include writing menus to drive reports, user input parameters, etc.;
  • Special attention is given to reports that need to be generated from financial and ERP systems as there is a lack of customised and user-friendly reporting available.

New report development cover the following:
  • Reports from any existing financial system (including ERP systems);
  • "Mini-MRP" and forecasting reports according to your requirements;
  • Stock-take sheets, stock-take variance reports, etc;
  • Customer ageing reports according to your specifications and requirements (eg. different ageing periods);
  • Customer contact reports from CRM systems;
  • Supplier ageing reports according to your specifications and requirements (eg. payable dates, cash flow requirements, etc.); and
  • Supplier contact reports.

Reports can be generated via most database platforms, but include the following:
  • MS SQL Server stored procedures;
  • MS SQL Server views; and
  • MS Access.

Information can be populated directly to your financial system (following the same path and residing within the financial system), or can be populated into an external reporting tool such as MS Excel, Hyperion, etc.

Report Maintenance

Existing reports can be customized according to your specifications and requirements.

Our services include the following:

  • Adding customization, changes or additions to your existing reports from any financial system and/or database;
  • Adding automation to your existing reports for ease-of-use. This can include writing menus to drive reports, user input parameters, etc.;
  • Special attention is given to reports (production, MRP and management) that need to be generated from financial and ERP systems as there is quite a lack of customized and user-friendly reporting.
  • Changing reports from any existing financial system (including ERP systems);
  • Adding / deleting fields to any existing report;
  • "Freshening up" existing stock-take sheets, stock-take variance reports, etc;
  • Changing customer ageing reports according to your changes in specifications and requirements (eg. different ageing periods);
  • Changing customer contact reports from CRM systems;
  • Changing supplier ageing reports according to your changes in specifications and requirements (eg. payable dates, cash flow requirements, etc.); and
  • Changing supplier contact reports.

If changes to any external reporting tools are necessary, we can cater according to your requirements.

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