PCO CONSULTING SERVICES
Reporting
The information you need. In a format that makes sense for your business.
FROM YOUR DATA TO YOUR ANSWERS
A useful report starts
with a useful question.
What sold? Which invoices need attention? Where are your costs changing? Our Sage 50 certified consultants help Sage 50 and Peachtree customers get reports built around their questions.
Start with an existing sample or discuss a custom layout, calculation, or filter. We can also help with Crystal Reports and Sage Intelligence reporting.
01
Browse sample reports
Explore examples for receivables, payables, sales, inventory, payroll, and job costing.
02
Build a report around your needs
Tell us what the report should show and how your team will use it.
Start with a sample. Build around your requirements.
Financial reporting
Explore receivables, payables, general ledger, statements, and other views that help you understand balances and financial activity.
Sales and commissions
Review sales by customer, salesperson, location, item, or date range. Commission calculations, comparisons, and order information can be shaped around your process.
Operations and workforce
Inventory, manufacturing, logistics, job costing, and payroll reporting help connect daily activity to the information managers need.
Custom report development
A sample is a starting point, and a custom report begins with a clear question. PCO works with the people who use the report to establish the data sources, fields, calculations, filters, layout, and distribution needs. We review a proposed design with you and refine it around the decisions the report supports.
The original site describes work with Crystal Reports and Logicim XLGL; our services also include Sage Intelligence. The tool and approach should suit the software version, source data, and reporting requirement.
- Parameters, calculations, rules, grouping, and date ranges
- Drilldowns, filtering, sorting, and pivot views
- Dashboards, scorecards, and key performance indicators
- Scheduled reporting and distribution requirements
- Self-service queries and interactive views where appropriate
- Access roles, documentation, training, and continuing support
Reporting architecture and data integration
When information is spread across applications, a useful reporting solution may need a shared data structure as well as individual reports. PCO can discuss data warehousing, source integration, extraction and transformation, and the checks needed to make the combined information reliable.
The work can include operational reports, management dashboards, visualization, and analytics. We review the systems involved, the people who need access, and the performance and growth requirements before defining the architecture.
Reporting for different industries and uses
Finance and banking
Financial performance, profitability, risk analysis, and customer information.
Manufacturing and distribution
Inventory, production, supply chain activity, and quality reporting.
Healthcare
Operational information and reporting requirements for providers, facilities, and practices.
Construction and engineering
Job costing, project visibility, resource use, and forecasting.
Retail and ecommerce
Sales performance, merchandise activity, customer information, and point-of-sale data.
Service businesses
Projects, staffing, service performance, and invoicing.
Choose an engagement that fits the work
Some reporting needs are a single layout change. Others are a defined project or continuing operation. PCO can discuss project-based development, individual reporting tasks, managed reporting support, collaboration with your existing staff, or a service arrangement for ongoing needs.
We start with your objectives, existing systems, available staff, and budget. The result should be a scope you understand, with reporting that reflects the way your business operates.
Common questions
Can an existing sample report be changed?
Yes. Tell us which sample is closest to your needs and which fields, calculations, or layout should change. We will review the software and data involved.
What should we include in a custom report request?
Include your software edition and version, the question the report should answer, the fields and filters needed, and an example of the desired output.
Can reporting draw on more than one system?
We can discuss the data sources and integration needed. Feasibility and the best approach depend on the systems, access, and reporting requirements.
Let’s talk about what you need.
Tell us about your software, your question, or your next project.