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eContrack Connector provides
on-screen or printed reports and analysis of all the data
held. Extensive reporting is available through standard formatted
reports, graphs, datasheet and cross tab facilities.
Users can generate their own reports through a Graphing &
Reporting wizard specifying the data extraction criteria required.
The system includes a report library for standard user defined
reporting. Report criteria can be specified and saved to the
library using the Graphing & Reporting wizards. Saved reports
can be re-run on request and the report criteria of saved
reports can be edited prior to re-running. All graphical output
can be easily customized and the system includes facilities
to output performance data to MS Applications.
eContrack Connector provides a datasheet facility that allows
the user to select from their data by specifying a range of
criteria. The selected records are displayed on the screen
in spreadsheet format and can be manipulated, sorted, columns
hidden, formatted and printed by the user. Datasheets are
available for companies, contacts, sale opportunities, quotes,
scorecards and scores. Datasheets can also be output to MS
Excel or MS Word.
The system also provides a range of standard reports that
can be run by the User on request. These standard reports
include Traffic Light and League Table reporting which combine
colour coded target variance, star rated percentile performance
and trend analysis into a single report format.
Traffic Light reports provide output based on average
performance by template, average performance by measures within
a template or on an analysis of comments against measures.
These reports combine colour coded variance from target, star
ratings based on percentile performance, and performance trends
by comparing performance this period with three preceding
time periods.
Traffic Light reporting can be restricted to specific companies,
to comments including a certain phrase, to target scores within
certain ranges, by date range etc, all of which can be specified
by the user at time of running the report.
League Table reports rank performance by company, or
by contact. The report shows the number of scorecards; high,
low and average scores, colour coded variance from target;
star ratings based on percentile performance, and performance
trends by comparing performance this period with the three
preceding time periods.
Cross Tab reports reports allow the user to extract
specific data sets (specific companies, sales opportunities
within certain date ranges etc), to perform simple arithmetic
calculations on the data (counts, sum, average etc) and specify
how the output isto be displayed (column and row names). If
required, these reports can be output to excel.
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