Description
Companies today face the challenge of managing, sharing, and delivering their critical business reports. To deal with the complex needs of report management, they need a complete report management solution.
Large enterprises as well as small to midsize organizations need software that allows people to view, print, share, schedule, and deliver interactive reports via e-mail, and Microsoft Office applications.
ReportDirector for SuperOffice CRM powered by Crystal Reports® meets those needs.
NOTE: Keep in mind that you need a full version of Crystal Reports to create your own reports. This is not included.
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Crystal Reports and SuperOffice CRM, The best of two Worlds!
Create stunning reports
Companies today face the challenge of managing, sharing, and delivering their critical business reports. To deal with the complex needs of report management, they need a complete report management solution. Large enterprises as well as small to midsize organizations need software that allows people to view, print, share, schedule, and deliver interactive reports via e-mail, and Microsoft Office applications.
ReportDirector for SuperOffice CRM powered by Crystal Reports® meets those needs.
ReportDirector is bundled with specialized and graphical SuperOffice CRM reports extending the standard report possibilties of SuperOffice CRM. Through the unique Report Pack structure custom reports build with Crystal Reports® can be added.
ReportDirector is bundled with the following Report Packs specialized for SuperOffice CRM;
- Sale
- Person
- Company
- Activity
- Person
Security Options
You can use robust security options for user, group, object and folder levels to give the right people access to the right information at the right time.
Schedule and Deliver
ReportDirector includes the tools you need to schedule and deliver critical business reports. You can set up reports to be generated at specifiec times and be send by email to selected recipients. Multiple export formats are available such as Microsoft Word, Excel an Adobe PDF.
Integration with SuperOffice CRM
The reports within ReportDirector are
fully integrated with your SuperOffice CRM data. With sophisticated technology like on "On Current" data is retrieved from SuperOffice. There is no need to enter criteria manually. For example; ReportDirector can retrieve values like current selected company card, current selected project card and information like current logged-on user which is used in the reports.
Easy License Structure
ReportDirector is bundled with a runtime license of Crystal Reports, so there is no need to obtain additional licenses before you can start printing, viewing and sharing your critical business reports.