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Reports

Reports

BusinessMan has countless simple to use reporting capabilities, all with one click.

Summary

Remember that BusinessMan has huge reporting capabilities that allow the business a competitive edge over its competitors.

The ability to produce intelligent Metrics and Business Intelligence that will shape the future direction of the business is available out of the box. New reports can be specifically designed once the reporting framework is known.

Features

  • Orders awaiting invoice
  • Jobs outstanding
  • Orders awaiting Delivery confirmation
  • Orders by Order Type
  • Orders awaiting Payment
  • + More! Please call for a demo.

Screen shots

Financial Dashboard

View quick snapshots of business activity and charts of financial information. Generate reports between date ranges and per staff member.

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FileMaker CRM Financial Dashboard Software Template

Customer Dashboard

Quick view of all activity from each customer. Clicking on an item will take you directly to the module. View invoices, quotations, call reminders and all centralised communications. Colour coding gives a clear indication of important items.

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FileMaker CRM Customer Dashboard Software Template

Activity Report

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FileMaker CRM Activity Report Software Template

Task Report

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FileMaker CRM Task Report Software Template

Quote Follow-up

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FileMaker CRM Quote Follow-up Software Template

Calls to be Made

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FileMaker CRM Calls to be Made Software Template

FileMaker Business Alliance
FileMaker Certified Developer

Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.