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Management Reporting

Management Reporting

With our range of reporting tools, time out of the office really doesn't mean time out of the loop. From consolidated financial statements and boardroom basics to analytics and dashboards, an Access system cuts through high-level critical information and presents it in a way that's right for you. Choose from a range of highly accessible graphical formats, delivered to your schedule, wherever you happen to be. On the internet, in the office or using your smartphone … the choice is yours.

Management reporting diagram

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Standard report forms

Select from the comprehensive range of ready to run reports and position your favourites at the top of the list. From aged debtor lists to P&L and Balance Sheets, every transaction from the lifetime of your system can be searched sorted and subtotaled. All your information can be displayed the way you - and your auditors - want it. Business forms such as invoices and statements can be configured to meet the needs of your individual customers. More »

Powerful enquiries

Enquiry screens provide instant on-screen access to a huge array of information. For example, you can look up customer and supplier contact details, study their terms and credit position and view budget/actual costs on projects or nominal accounts. Drill down to display or print source transactions - or drill across to find similar or associated records using flexible Smart Tag technology. Whatever your enquiry, you have easy access to a 360° view of all related information. More »

FocalPoint reports

You can add any Crystal Report into FocalPoint and run it from within the web browser. This enables you to create a robust, secure reporting hub that is easily accessed by your whole organisation, whenever and wherever they're located. In addition to the reporting functionality, fast enquiries allow you to access to key summary information at the click of a button. More »

Board pack reporting

While many different reports are required by a variety of staff every day, the board generally want a specific range of comprehensive information in an agreed format and at an agreed frequency. Board reports frequently comprise a wide range of information not all of which originates in the accounts system. Frequently there are analysis and summaries that are drawn from or prepared in different software packages or produced as word processed documents. Access can configure your perfect board pack from all of your data sources so that the whole pack is collated and printed to paper or a PDF from a single command. More »

Consolidated reports

Produce consolidated financial statements at the click of a button. This time-saving tool comes with an in-built wizard to simplify the process of gathering information from across all holding companies/subsidiaries, reducing re-keying and errors.

Dashboards and KPIs

Track your bank balances, top ten performers and any KPI of your choice. Your predefined information is presented in easy to understand tables, pre-defined grids and speedometer-style graphics while trends can be identified via graphs, charts and a simple traffic light system - these dynamic views of your business are always up-to-date. More »

Analytics, trends and business intelligence

Get a better understanding of your business with a range of powerful analytical tools. From real time integration with Excel to "slice and dice" data cubes, our easy-to-use business intelligence functionality enables decision-makers in every department to monitor performance, spot trends, and identify opportunities. More »

Homepage panels

Our web-based solutions feature homepage panels. These help managers to keep-up-to-date by presenting pending transactions and KPIs in one central area. For example, a manager could see their 'top 10' customers and approve purchase requests while a project manager could view WIP analysis and expenses pending. We provide a range of views as standard, all of which can be configured to meet the different reporting requirements of people within your organisation.

Access Report Writer

Our user-friendly module, Access Report Writer, lets you create the reports you need in the format you want. Reporting is made easy because the module uses plain English fields - instead of technical database structures - to display your data. Simply click the fields you want shown in the report, set the parameters, choose the desired report form and your report is ready. With Access Report Writer, you can choose to print, export to Excel/Word/PDF or save your report. The module also lets you set user permissions so you can keep track of who can see what. More »

Alerts & automatically distributed information

Distribute targeted, real-time information across your business with a workflow-based alerting system. From business snapshots to detailed reports, time-critical information can be delivered when you want it and picked up via the iPhone, BlackBerry, and at your desktop. More »

Access Mobile

View, enter and submit timesheets and expenses; check your appointments; get real-time information on customers and prospects; view & email reports and so much more. Tight integration with your Access system delivers real-time information straight into your hands, making this the ideal app for Access users on the go. More »

Reporting carbon emissions

You can now analyse your carbon footprint in exactly the way you analyse your financial performance - by division and department, by project and at detail level by individual staff. You can compare budget and actual month on month and year on year to drive and manage reductions. More »

 

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