Use Excel you have now for report design.
Report output immediately to customers with one button.
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High technique and knowledge are unnecessary because you can make reports by Excel. Save cost and time for introducing new tools or mastery, and you can deal easily even when urgent layout changes occur.
Because the graphic function and image insert function of Excel are available, you can make a report to appeal for sight. In addition, counting and processing report data are easy because of the function, variable, and operation.
No need for the management by a server needing maintenance or expensive and troublesome papers. CSO WebReport can make smooth one stop sales management by cooperating with various systems including “Composer” which can output a file for each customer, “ReportWarehouse” which can produce electric reports, and “DirectPrint” which can issue estimates and bills online anywhere.
File output as PDF and Excel is possible by making paper reports electronic.
In addition, you can share them in various places by sending report data.
Furthermore, it is easy to correct and revise them after output. Printing, allocating, and security settings of PDF file,
and the pivot analysis of Excel file are possible. You can use it at various business scenes well.
CSO WebReport uses Excel for easy designing. You can make design by yourself or choose it from more than 200 Excel form templates. No need for design outsourcing or tools.
Make reports electronic and save. You can search customer reports you want in pinpoint by designating conditions. Because it searches not only the name of reports but also the data inside reports, it is very smooth to look for reports that matches a condition.
You don’t have to worry about information leak because reports you create will be locked by original coding and stored. Furthermore, a work efficiency gets better by having a viewing restriction for each user.
Backup function supports you when you edit or delete reports or bills mistakenly. It is convenient for long term because there will be more than 3 backups at the same time.
3 services of WebReport using rich API enable cooperation with system you are using now. With programs such as Java or PHP, you can make website electronic reports and report files, and can do direct printing.
Cooperating with CSO ECM, work efficiency will improve. It carries out the flow of sharing, approving, and storing for estimates and bills you created at one stop. Sales management without stress is available.
Speedy business is possible. You can easily cooperate with business support tool Salesforce you use inside a company. Easy setting by performing drag & drop of Excel or PDF reports to appropriate items of Salesforce. This is a business tool that utilizes the present system environment.
If you make reports you are using electronic, you can search a report needed at once from enormous data. Checking and calculating are easy as well.
Electronic reports and PDF can be output as Excel. After the output, corrections and processing are possible.
Safe Reports printing at high speed in the world through internet.Report management is going to be from a server or papers to a cloud.