REPORTING
Custom Reports
A report built around the information your business needs.
From a report request to a useful result
Define what you need
Tell us what the report should help you answer. Include your software edition and version, the records to include, the period covered, and the people who will use the output.
Review the layout and calculations
Our report developers discuss columns, grouping, filters, totals, formulas, and how the report should be presented. A sample report or a simple outline can make the proposed layout easier to review.
Develop, check, and refine
We work with you to review the result against the agreed requirements, discuss adjustments, and establish how your team will run and use the report. The project can start from a library example or a fully custom design.
YOUR QUESTION. YOUR REPORT.
Tell us what a better report would look like.
We’ll discuss your requirements, layout options, and software version before defining the work.
Useful details to include
- The business question the report should answer
- Columns and calculations you need
- Filters, sorting, and date ranges
- A description of the current report, if any
No finished specification? Start with the problem you’re trying to solve.
Tell us about your report.
Describe the columns, calculations, and filters you have in mind.
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