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Very often the software available today doesn’t have enough analytics. Software applications that do offer advanced reporting might offer some report writing features, but if they are not intuitive, the users can find learning how to use it time-consuming and confusing. Using up valuable resources or staff to learn how to write custom reports might not be the best option. Having dependable analytics is the key to good decision making and having Custom reports makes life simpler for everyone. From key decision-makers to accounting staff and sales representatives, key analytics from custom reports can help guide day-to-day operations and give focus to future initiatives.
Most reporting processes involve copying and pasting different datasets from one application and column onto another. And as “simple” as the process may sound, it’s menial, mind-numbing, and time-consuming. Our gurus at CareServ understand how valuable your time is and know the importance of having reports with the specific data you need to be delivered in a timely manner. We have the experience to get your reports programmed and automated quickly so you can be better prepared for future decisions.
Why make decisions based on a best guess or going with your gut, when you can have all the data at your fingertips?
Companies invest considerable time and resources in deciding which software application will best suit their business needs. No matter what vertical software your company relies on, choosing the right software to operate your business is one of the most important decisions any company can make. Once implemented, these software applications get the job done effectively, but may well be lacking in reporting capabilities. Without proper analytics, it’s difficult to improve workflow, increase productivity or make informed decisions about taking any steps to move forward. Good reporting helps to project sales revenue and opportunities; it reveals gaps in the process and gives a real number to profit and loss. They can also identify successes and confirm that all parties are on the same page. Most of all, reports can help companies recognize when a major change of major direction is needed and help guide leaders in making the best decisions for future success.
Report automation is the process of building a report, selecting who should see the KPI’s of that report, and sending it out automatically with the most updated version of the data. Reports can be automated to be received daily, weekly, monthly or on any custom schedule requested. In the past, only larger entities could afford to appoint internal staff or hire a specialist to program and automate custom reports. But small to medium-sized businesses now realize the competitive edge of good analytics and can find outsourced providers who have affordable options for custom reporting and automation. A company of any size can recognize the value that focused analytics can bring and use that information on a regular basis with report automation.
The four major benefits of custom reports are accuracy, transparency, scalability, and efficiency. Accuracy - Since all the data is collected in real-time, a visible audit trail is always available if a need arises to backtrack. Transparency – Reports that are tailored to suit specific objectives can be sent to leadership as well as clients to show complete transparency. Scalability – New reports can be adapted from previous reports and combined into one larger report or separated into many individual reports. These benefits make custom reporting and automation suitable for any industry and businesses of all sizes.