Business Intelligence Functionality
Business Intelligence Functionality provides reporting to access your data and analyze your results.
Sales Analysis and Purchase Analysis
You can use the Sage BusinessVision Sales Analysis and Purchase Analysis modules to keep track of critical sales and purchase data. Information can be viewed by invoice number, time period, customer, vendor, part number, or serial number, and additional filters can be used to specify your desired display or reporting criteria. Sales and purchase history can be retained indefinitely, and customer invoices, statements, and quotations as well as purchase orders can be printed or emailed directly to clients at any time. Sales history can also be used to create a credit note or process a new order or copy a purchase order. Plus, with the optional Multiple Currency Manager, sales and purchases can be made and tracked in virtually any currency, making foreign transactions quick and easy.
The Reporting suite within Sage BusinessVision software gives you up-to-the-minute, critical information about your business. Because Sage BusinessVision software runs as a real-time system, there is no need to wait for batches to post in order to run your financial statements and get a clear picture of where you stand. Several reports also allow you to perform projections based on your own criteria, such as your company’s cash position in the coming weeks or months.
If the Multiple Currency Manager is installed, all reports can print in multiple currencies and will print for various segments and categories within your business. Print reports to the screen, directly to a printer, to an outside file, or email to a recipient of your choice.
- Over 300 standard reports included with product
- Report Designer from Crystal Reports® included with every copy, allowing you to further customize reports and forms
- Several options for printing including exporting to a PDF
- User security allows you to turn access on or off for each report and each user
The Sage BusinessVision Find functionality allows you to run queries on your data from any major module. Perform a search on customers, vendors, items, and more! This feature allows up to two levels of search criteria, which display in a list format on your screen. You may drill down into the modular data or export the entire list directly into Microsoft Excel®. Find is a simple, yet powerful, tool to help you access the data you need to manage your business.
Crystal Reports is a trademark of Business Objects in the United States and/or other countries.