CLIENT: Wholesale Supplies Company
The company was looking for a way to view their data gathered by Microsoft Dynamics on a tabular report comparing the current month sales against the previous month
NET SALES BY PRODUCT CATEGORY
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The company was looking for a way to view their data gathered by Microsoft Dynamics on a tabular report comparing the current month sales against the previous month
A paginated report is an automatically generated report based on company data that is printable and exportable to PDF. The paginated report generates as many pages as rows of the specified input data, in this case the client requested that each page represents a customer in their database
Using advanced software, we developed a paginated report for company sales per client comparing last month to the current month. In addition, a full year month by month revenue is included at the top of each customer page
The report is used to identify sales trends and to fill any gaps in the event a customer missed an order item
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
