Reporting Software

To effectively plan, monitor, and evaluate company progress, reports serve as a valuable tool that combines relevant information from multiple departments for leadership and management.
Reporting

SAM offers a range of easily accessible report templates tailored to different modules, such as customer activity reports found in the customer’s module. 

The reporting module facilitates analysis and enables filtering, grouping, and visualization of company data through graphs and charts. 

Reports can be triggered by certain activities and instantly sent to their appropriate parties, ensuring all stakeholders are updated on company activities.

Reports List

The reporting module is a vitally important area of the SAM suite of programs. A report can be accessed from the reporting module. Additionally, within each module, there is a tab that shows all the reports that are specific to that module.

Reports Details

If you want to view your Customer Activity report, you can go into the Customers module, then click the Reporting tab and choose the appropriate report from the dropdown. 

Similarly, the Jobs module has reports specific to each job Report.

Numerous reports are available for each module. You can view them 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 taking an order from a customer, the information can be saved and used to create a customized digital job sheet with your company logo.  Conversion into PDF form is possible with a simple mouse click, allowing you to instantly send the sheet to mobile workers, customers, or the head office. 

Job Sheet

Workers can use the SAM mobile app to record parts, times, and work completed, as well as capture digital signatures from clients and send them back to the office. 

The job sheet is automatically created based on the job information and signatures obtained. 

This saves time and enables efficient authorization of jobs without needing to fill out paperwork onsite.

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.

Crystal Reports

 

In order to properly customize the document templates within the reporting module, it is crucial to ensure that Crystal Reports is installed correctly on your device. 

Utilizing this tool will enable the modification of pre-existing templates or allow the creation of new reports with ease.

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