Installation Company ERP / CRM


Enhanced Reporting at your fingertips.

Reason for Update:

In line with recent MI improvements we have enhanced and simplified the Reports section. With a new layout and flexibility on report dates and types we have combined the reports to all aspects of the Business. Due to volume of reports available within the CRM and the multiple areas that these can be pulled from we have simplified the list and combined the reporting potential as follows. All of our existing reports are still available as before but we have changed the layout and made it easier to find what you are looking for.

If you would like to arrange a further training session or ask for advice on how to get the most out of the Business Pilot system, including the Reports or the MI area. Please contact our Support team to arrange at support@businesspilot.co.uk

Retail, Trade and now All Reports in one.

Enhanced Layout

The reports results in both Excel and PDF have the same layout as before, with the recent work on the Ops Dashboard in the MI section of the system this dashboard links directly to such reports giving you an insight to your sales value, balance outstanding, and gross profit to name a few.

You can use these reports as templates to create your own spreadsheets and charts where you can see the data in a different way. You have the option of PDF and Excel Reports, our Excel reports will give you more in depth information and opportunity to filter down further.

Business Pilot has a continual development cycle and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.

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