Memorized Reports the Way YOU Want

You can memorize modified reports for future use and re-use with a comprehensive list of all of your reports for all companies. Choose to share reports or not and the reports you create cannot be accidentally changed and someone overwrite your copy. The reports are easier to manage with base report, company and date created/modified.

Enhanced Security

Roles control the specific reports the user can access and filters by user control access based on: Sales Rep, Class, Account, Customer and more.

Insert Excel like formulas in columns

Both simple and complex formulas can be created and includes Excel type formulas such as concatenate, length, substring, position, if/then, replace, reverse, round, etc. Enhanced formulas specific for QuickBooks data also included such as date difference and split text. Rules for how you pay commission can be "simple math" or complex IF statements.

Easily Switch Between Multiple Views of the Data

Raw data, detail, and summary reports are standard so no more creating those reports then adding columns of data or filters to each one individually. Plus you can add new view for different subtotals, grouping, etc on the same data. And it is easy to export summary and detail reports all at once.