In order to plan, monitor, and evaluate company progress, reports are a valuable tool that can combine pertinent information from various departments for leadership and management. SAM contains a number of easily accessible report templates suited to the different modules, for example, there are customer activity reports that can be found in the customer’s module. The reporting module facilitates analysis and allows you to question, filter, and group your company data, you can also visualize your data with graphs and charts. A report can be triggered by certain activities and instantly sent to their appropriate parties, this ensures that stakeholders are always up to date with company activities.
The reporting module is a very important area of the SAM suite of programs. A report can be accessed from the reporting module, also within each module, there is a tab that shows all the reports that are specific to that module.
if you wanted to see your Customer Activity report, you can go into the Customers module, then click the Reporting tab, choose the appropriate report from the dropdown. Likewise, the Jobs module has reports specific to each job Report.
There are numerous reports available for each module, which can be viewed by selecting the module from the menu and clicking on the Reports tab, you will see all the document templates that are available in that module in a tree view.
Job Sheets
After you have taken an order from a customer, this information is saved and can be used to create a digital job sheet. The job sheet will be customized with your company logo and can easily be converted into PDF form with a simple mouse click, then you can instantly send the job sheet to your mobile workers, customers, or head office.
Mobile workers can use the SAM mobile app to record parts, times, and work completed, they can also use the app to capture the client’s digital signature and send it back to the office.
Automatically Have Your Job Sheets Filled Out For You – Never Lose a Job Again, you and your workforce can easily capture signatures from customers whilst out in the field. Your job sheet is then automatically created based on the job information.
This saves time from filling out paperwork onsite and furthermore enables you to authorise your job quickly and effectively.
The reporting module uses Crystal Reports for editing, if you need to edit an existing document template in order to make them more suitable to your needs or create a new template report you will need a copy of crystal reports installed on your computer.
Features:
✅ Customized Reporting – You can use reports to arrange a variety of company data. There are a number of report templates and reports can be customized to suit your specific needs.
✅ Visualize Your Data – The reports are not limited to numerical data, you can also visualize your data with graphics and charts.
✅ Automated Reporting – A report can be automatically sent when triggered by certain events, and these can be sent to multiple email accounts.
✅ Crystal Reports – The reporting module has full capabilities Crystal Reports. This includes: Windows and mobile compatibility, Microsoft Excel, Adobe Flash and HTML 5 integration. Customers can generate their own reporting template for SAM, however, you will need your own copy of Crystal.
✅ Accounts Integration – Integrates with Sage 50 Accounts
Benefits:
✅ Easily Accessible – Report Documents are easily accessible and can be found in the Reporting tab, also, you can access module specific report templates with each module.
✅ Aesthetically Pleasing – Sometimes it’s ‘easier on the eye’ to use visual aids, like graphics and charts to represent your data.
✅ Accurate Information – Leadership and management can confidently make decisions based on the accurate data they receive through the reporting module.
✅ Stakeholder Management – The honest and transparent nature of reporting accelerates stakeholder engagement and it helps to maintain a good working relationship between these.
