Reports overview
The three ready-made report types emily can generate, each running on a fixed, checked query.
Three report types
emily has three ready-made kinds of report:
- Sales by client and product — what you sold, broken down by client and product, filterable by salesperson.
- Stock inventory — what you're holding, broken down lot by lot, on the direct ERP connection.
- Overdue customer debts — who owes you money, how much, and since when.
All three run on Cegid PHC with the direct ERP connection.
Each one covers the same ground as asking emily the equivalent question directly — see sales and invoicing for that side of it — laid out instead as a report you can schedule, export or send on.
Fixed, checked queries
The figures in these three reports come from a fixed, checked query against your ERP data.
A different shape is built on request
These three cover what most teams need out of the box. For a different shape — a different grouping or set of columns — ask emily and she builds the report for you; a new ready-made type that runs on its own fixed query is built for your organisation on request.
Next: sales by client and product
See sales by client and product for the first of the three in full.