Tradepoint Reporting Tools. From Insight to Action.
Maintaining a competitive edge in a challenging market relies on a companies
ability to take decisive action at a moments notice. Being able to make
decisions is closely tied to viewing your information accurately, quickly and
being able to communicate that information with
others. Tradepoint provides a software solution which can
provide dynamically driven reporting to users based on their profile settings
providing the ability to see, evaluate and respond quickly to an ever changing
business climate.
My Business
Exactly as it is named, My Business is a reporting tool packed with dozens of
reports on different aspects of business operations. Enabled through profile
settings provide different levels of access to information based on an Employees
role. Designed with flexibility in mind including drag and drop fields within
these reports and right click tools for editing appearance and information
creates topic specific reports reflecting your needs. Integrated collaborative
tools make it easy to share reports with others through email options and
file export tools enhancing the ability to make quick decisions as a
company.
- Support for email, print and file export options directly from the print
preview screen
- Customizable features for removing fields within a report
- Save options for specific search filters for generating similar reports
easily
- Pivot tables within profitability based sales reports for in-depth display
of relational data
- Support for export options for Word, PDF, Excel, CSV, HTML and Text based
files
- Support for Email function from Print Preview screen
CRM Quick Reports
Embedded in Tradepoint's CRM, includes a Quick Reports Option for contact
based reports can be done at a moments notice. Whether it is a list of
contacts in a specific location or a sales representatives printing out labels
for a Mail Merge for a direct mailing based on specific search results,
Tradepoint's Quick Reports is built into our CRM for easy generation of contact
based reporting in just a few clicks. With one-click options for some of the
most commonly performs contact based reports, Tradepoint's Quick Reports
will enhance CRM capabilities in a business environment.
- One click report generating for contacts, envelopes, and labels
- Dynamically driven reports update and change as contact information
does
- Support for more than one report template
- Options to customize Quick Reports to reflect a company's look and
feel
- Email and file export options integrated into print preview
screen
Action Based Forms
Generating a form for each type of action created within Tradepoint
only makes sense. We call this Action based forms because it is dependent
on specific actions that are taken. A multitude of forms can
be generated with Tradepoint from a Request for Proposal to a Packing
Slip for out going packages and everything in between. To name just a few, every
Quote created for a prospect, every Invoice generated for a client and every
Order created from a Ecommerce website has integrated tools for reports that can
be printed, emailed, or exported at the time of creation or re-printed at a
later date.
Essentially, every action performed within Tradepoint carries with it
the ability to create a form that can then be emailed, exported and
printed. Tradepoint has created a software solution bridging the gap
between information, collaboration and action with these reporting tools. The
most frequently performed actions where these tools are include:
- Request for Quotations
- Quotes
- Orders
- Invoices
- Purchase Orders
- Bills
- Pick Lists
- Packing Slips
Customize & Design Tools for your Reports
All of Tradepoint's CRM Quick Reports and all Action based forms include
a suite of customize and design options for each report and form. This
allows companies to create highly specialized reports and forms reflecting
the desired image a business wants to project to clients,
partners and contacts. The customize and design options are also
available for multiple companies and divisions within Tradepoint providing
the capability for redesigning and customizing forms and reports within each
Division and company within Tradepoint.
Found easily through a Customize icon in each Print preview screen within CRM
Quick Reports and Action Based Forms the Customize Tool is packed with
options for numerous tools for customizing specific elements of each report.
Some of the most popular customization and design features include:
- Adding Images and Logos
- Changing colors of text, borders and backgrounds
- Customizing style sheet preferences for all reports
- Adding dynamically driven fields to reports
- Create custom Watermarks
- Support for rich text
- Create Charts within reports
- Support for bar codes with multiple symbology options
- Add static text to reports for policies and statements
Click here to download a PDF on the latest features
available with Tradepoint Enterprise.
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