Actionable Reporting

Reporting for the sake of reporting is rarely ideal when the goal is to drive action from information.  The reporting module has been built based on client needs for access to the information that enables them to quickly take action and affect change in their organization. These can be generated and displayed in the reporting module as well as be coupled with actionable alert emails via KnowledgeSync CRM. Below are some examples of previously built custom reports have been included in the Reporting Module:

  • AR Aging Reports by Rep, Customer or Department
  • Item Inventory Aging by Vendor or Brand
  • Daily activity reports (tracks everything which staff does in the system)
  • Customer Aquisition Reporting (looks at the recency, frequency, and totals of customers over YoYoY variance)
  • Vendor Product Availability Reporting
  • Special Order Reporting
  • Missing Weights, Images, UPC/MPN/EAN/GTIN, Descriptions Item Reports
  • Missing Shipping Weight alerting
  • At Risk Order Reports