Reporting Features and Functions

• Reports available online


• Local report printing (not centralized printing and distribution)


• Ad hoc inquiry capability from within the ERP product


• Active or inactive status


• Drills down, drills up, or drill around (by creating cross tabs) to supporting documents and related transactions from any field within the system


• Saves a query or report or put the query or report out on a network for individual use


• Shares individual query or reports, district-wide with approval from central authority


• Generates ad hoc queries and reports based on user-defined parameters


• Ad-hoc queries accesses any fields within the system per security authorization


• Exports to and imports from popular desktop word processing, spreadsheet, report writer, and business intelligence applications within individual data access rights and security privileges


• Notifies requestor or other specified user if a query or report is going to run longer than a user-defined period of time and gives the requestor or user the option to cancel


• Prioritizes queries running on the system


• Creates organization charts from hierarchical information stored in the system


• Archiving functionality for reports (to minimize printing)


• Exports reports to csv, excel, PDF, or Word from the screen


• Report on all fields in the system


• Document attachment or document link refers to a transaction record


• Configurable dashboards for managers with report repository and graphs


• Automatically generates and prints merged letters or e-mail notification based on an action in the system