Data Management Infrastructure & Reporting

Templates and User Defined Fields

Create templates with user defined fieldsTemplates can apply to: Documents Projects Contacts Locations

Data Views, Pivots and Graphs

Data views and reports can be generated from various sources and systems.

These views include:

• Powerful filters
• Multi-level Grouping
• Rule based column and cell Color formatting and shading
• Pivots and Graphs
• Export to Excel

• Audit Reports
• Document Registers
• General Correspondence Registers,
• Contractual Correspondence Registers
• Workflow reports showing outstanding and late actions by company, by department and by user
• KPI Reports

Excel and PowerPivot Reports

Expose data from the system to be used with Excel and PowerPivot. Data is refreshed automatically from the system.