Features

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: