Reporting

Regardless of whether you are a large or small organisation, the ability to easily retrieve the information you need to make decisions is critical for effective management. A centralised system containing pre-set reports is usually the most time and cost-efficient way of retrieving data. A comprehensive suite of reports means that your organisation does not need to rely on any one person with any particular expertise to retrieve data and data is instantly available at the touch of a button in the format which is most suitable to a variety of end users.
 
Sage Coretime is supplied with over 120 pre-defined reports designed to meet the needs of a wide spectrum of end users.

Reports can be produced at the following levels:

  • Business
  • Client
  • Project
  • Employee

They can also be filtered by custom categories set up by the user.

All reports can be displayed graphically, converted to PDF or exported to Microsoft Excel for further manipulation.


Reports include: 

Business Reports for improved financial control. 

  • Aged Work in Progress
  • WIP Control Account (details all movement on WIP between two dates).
  • Client Review detailing WIP and Debtor balances by client.
  • Projected Cash Flow, detailing expected cash receipts by month.

Employee Reports for effective resource planning.

  • Staff Productivity
  • Staff Utilisation
  • Employee Margin
  • Holidays/Activities
  • Staff Activity 

Project Reports for better project management.

  • Contract Profit Margin report
  • Job Reports
  • Budget versus Actuals
  • Work by Employee
  • Work by Activity 

Debtor Reports for managing cash flow. 

  • Debtors Control Account (details movement on Debtors between two dates).
  • Aged Debtors Ledger reports
  • Statements
  • All Day Books to support Control Account movement.

Recovery Reports for improving cost management. 

  • By client, employee, invoice.
  • Profit/Loss taken. 


Listings for centralising project information. 

  • Clients with details
  • Employees with details including charge-out rates.
  • Expense and Outlay categories.

We recognise that certain organisations will also need reporting tailored to their individual requirements and we can also provide custom built reports.
 
Please Contact Us to discuss any aspect of our comprehensive standard report suite you wish to discuss. Alternatively discuss with us any additional requirements for custom reports and we will be happy to provide a quote.