ITISeasy: Quick Evaluations, Professional Documents, And Reasonable Report Extensions
Keep track with our new reporting features.
Where something goes in, something must also come out. This wisdom is pretty clear to everyone who goes through life because in nature, nothing disappears; it just takes on different forms. This natural situation also applies to your business system, or rather, it should apply, otherwise you'll miss something very essential. We call it the fruits of labor or the overview of the processes that matter to you. And sometimes, it's not just the overview but also the details.
In short, everything that goes by the name of Reporting deals with the numbers and information that come out of the system you feed day by day. In ITISeasy.business, there are many output options for this, and we want to take a look at them in the following.
For Bosses and Decision-Makers
"Everything is in the system, boss." That's the cheeky response of the young buyer at the company. He's right, after all. But how often do we search tirelessly until we find the right numbers? And we do it many times over because evaluations are important not just in one area: sales, production metrics, project utilization, employee absenteeism, costs and revenues, cash flow. In the end, we really need all of this information immediately.
This is where ITISeasy.business comes in. Once the parameters are set up, it provides real-time data from the system, anytime, anywhere in the world. The Management-Dashboard can be customized freely, and it presents the key values directly, allowing you to take action or relax with peace of mind. In any case, you are well-informed.
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If You Want It More Specific: The Dashboard With Details
The management dashboard is complemented by the general Dashboard. Many views within ITISeasy.business are data views, known as Business Intelligence or BI views. Here, multiple data points are related and displayed in relation to each other over two axes. Whether it's sales over time, filtered or grouped by customers, or international shipment movements?
This feature makes it easy to do. Configurations can be set up for evaluations via the assembly, and drilldowns on values bring out the respective data. This view of the results is always up-to-date and quickly accessible – with details if desired.
And what if a view isn't predefined? Then you can make it easy for yourself. ITISeasy.business offers the perfect tools to use and customize these evaluations easily. For this purpose, there's the 'Configurable Dashboard' application, which can fulfill even the wishes that no one has thought of yet. Innovative, isn't it?
Finally, Take Matters Into Your Own Hands With The ITISeasy.business Report Customizer.
Layout Adjustments Made Easy.
In ITISeasy.business, anyone can easily and quickly customize their PDF reports – right through the CI interface, without any programming skills!
How It Comes To Reports, When You Consider Business Systems.
There are, as we all know, many reports and documents, especially in the business field. The reason is simple: these documents are what document your business. In other words, you exchange information about what your business consists of and how the agreements you make are fulfilled through these documents. An offer is a commitment from a business partner to provide or receive something, depending on whether it is a debitor oder creditor action.
Let's take the case where your company makes an offer to a customer. In this case, it must be clearly written what will be provided, by when, what is required for it, how payment will be made, and so on. All of this information is found on the offer document. To make sure the offer represents your company, you typically add your logo and contact information in the header and footer, and often include your company's address and bank details in the footer.
The ITISeasy.business Report Designer helps you with the design and builds on some predefined but customizable designs. This way, you can quickly find the right design and tailor the layout to your style.
And That's Not All By A Long Shot!
What our reports can also do
1. Configurable Report Customization: Easily tailor the presentation of PDF reports to match your corporate identity using the interface. Here´s how!
2. Subtotals for Sections: Display subtotals for sections in the form view and the PDF document..
3. Manual page break: Set page breaks as you see fit.
4. pdf-preview: Preview the PDF representation of offers/orders and invoices.
5. page breaks for Long Texts: The issue of empty pages in PDFs is resolved by introducing page breaks for long texts in Odoo.
6. Subtotals on Documents: Subtotals of pages can be displayed on offers/orders and invoices. here´s how!
7. Attachments Based on Status: Whether certain attachments should be printed on an offer/order or invoice can be determined by the status.
8.Extending Static PDFs: Integration of ODT files with placeholders that are automatically filled (e.g., with order or customer data).
ITISeasy.business - The Complete Solution For Your Business
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