Reports Designer'
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Reports Designer gives you the information you need from your Attaché system when you need it most, including on-screen views of your critical business intelligence and CRM information.
Dashboards
You use Reports Designer to add new views or amend the standard ClearView dashboards to create sophisticated on-screen enquiries for your customers, products, suppliers, financial data and more. Enquiries can include parameter selection to give report-like functionality (for example range on date range).
Integrated reporting
With Reports Designer you can easily access your Attaché data and many other external systems including Microsoft Access and Excel, with the transactions refreshed as required. As your report selections grow, you can list them so the most commonly used reports appear at the top.
Online library of reports
Take advantage of the experience of similar businesses by searching the online library of custom reports to view and download sample outputs. All reports can be customised further to suit your needs — just save and modify to suit.
SQL query builder
Users with no experience can still produce excellent reports in minutes. Based on your selections, the SQL query is created automatically into your report.
Professional results
You can include images such as your company logo, display a chart, select a font, colour and border for each report field and insert lines as desired. Information can be sorted and grouped as needed, with headers and footers for each level and report ranges and parameters shown for ease of analysis.
Click on the Attachments button on the top right to download PowerPoints to demonstrate how to do this.