EasyReportsQuick and Effortless Reporting & MIS

For SAP B1, Microsoft NAV, Tally.ERP9

And other ERPs & Custom Applications

• Non-availability of information on time

• Delayed or improper decision making

• Competitive market

• Business performance needs to be analyzed and optimized to beat competition

• Dependence on clerical staff to compile and provide information

• Subject to human error

• Work priorities define the availability of reports

• Wastage of time in repetitive labour of generating reports

• Alternative large IT systems are complex and costly

• Budget issues

• Failed implementations

• Dependence on IT for new reports

• Every new report has a lead time

…it is not about the information

you don’t have;

It is about finding the right meaning

out of what is already there…

Business ProblemsProblems in Reporting & MIS

02

04

03

Analytical reports and MIS is not available

Custom fields are not available in reports

Required formats are not available

Initial Reporting Problems

Overcomes problems of

performance and availability of

reports

Implement a Reporting Tool

Manually export to excel and create reports

Not all fields are available

Huge effort in report creation and some

reports not possible with exported data

Leads to Delay in Reporting

Export to Excel

Customized reports performance may be

slow

Limitations in format of reports

Cost of customization and availability of

service providers is a concern

High Cost and Performance issues

Customized Report

01

Reporting CycleProblems in Reporting & MIS

Excel IntegrationBoth export and import of data

from excel customized as per

your needs. Tool for getting

tally data in excel directly

ERP IntegrationReady integration with ERPs

with support for customized

fields

Scheduler based imports

Aggregate & CompareConsolidation across

companies

Compare for MoM, YoY, etc.

Slice and diceTime analysis – weekly,

monthly, quarterly, etc.

Summarize, group, filter and

more…

AnalysisGrowth, contribution and

ranking, Top N, Bottom N, KPIs

and more…

User driven reportsDrag and drop functionality

End user layout saving

Custom and calculated fields

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2 31

Key FeaturesFunctionalities to help businesses

Spend more time on analysisLess effort on manual processes

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Present

Capture

Store

Discover

Access

Analyse

ERPEASY REPORTS

Activities of highest business value

Activities of highest business value

Capture

Store

Discover

Access

Analyse

Present

• Pre-defined analytical tools• Comparatives for user defined time periods

• Variation – Growth / degrowth for user defined time periods

• Contribution

• Top N / Bottom N

• Grouping

• Average, Min, Max, Count and others

• Custom fields and formulae

• Filters

• Many others

CapabilitiesPre-built one click functions

Sales ReportsSome example sales reporting ideas

Sales analysis by customer, product, timeline,

customer location and group, product group and

category

Salesperson wise reports with team hierarchy as

may be required

Additional dimension wise reports such as

channel, segment, area, region, etc.

Daily, monthly, annual sales with WTD, MTD,

YTD, etc.

Target vs Actual for products, customers and

salespersons

Active / Inactive Products based on user defined

logic. Products not sold for x no of days

Customer ReportsSome example customer reporting ideas

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02

03

04

05

06

Ageing reports – FIFO with auto adjustment of

outstanding and on account credits with debits –

salesperson, manager, location, etc.

Customer Performance with sales, receipts, credit

notes, returns, orders – all in one screen

Additional dimension wise reports such as

channel, segment, area, region, etc.

Ratio analysis of customers such as Debtors

Turnover, DSO, Credit Limit utilization, etc.

Active / inactive customers by sales history,

receipts, order history – find out which customers

are not active and prevent loss of business

Customer wise product wise invoice wise sales

history with other dimensions as required

Financial ReportsSome example customer reporting ideas

Profitability analysis by branch, division, profit

centres and cost centres

Budget vs Actuals, Variance Analysis, Run Rate,

Budget Analysis, Monthly, Quarterly and Annual

Working Capital Analysis, Cash Flow and Fund

Flow Reports

Fund Position, Bank and Cash Position,

Receivables and Payables Projection

Extensive Cost Centre reports including trial,

monthly, quarterly, growth, contribution, matrix

report

Expense analysis by month, missing expenses or

provisions, expense summary by cost centre, etc.

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End user driven reportingDrag and drop for easy report creation

Pivot with your data

Drag and drop to create your own

report

Convert any report to monthly,

quarterly, annual columnar report

Export to excel and PDF formats

Integrated charting

Add custom fields and even

calculated fields

Some CapabilitiesPowerful reporting out of the box

Exception Report

Grid ReportChart

Integration

KPIsPowerful reporting out of the box

DashboardsOne screen view of your business

DashboardsOne screen view of your business

DashboardsOne screen view of your business

Schedule your reportsOn time delivery of reports

Watch a short video of our experience

Our Journey

2010Idea of Reporting Solution

2011Solution Launched

20141000+ reports deployed

20162000+ reports deployed

2009Tally.ERP9 Launched

https://goo.gl/UBEHfZ

Our earlier tally

customizations could not

support the reporting

requirements and data

volume. The

implementation of

automated reporting has

helped us to regain control

over our business and

reduce inefficiencies

‘‘

’’

“Earlier we used to

manually prepare reports

by downloading data from

Tally. It used to take a lot

of time to prepare reports.

Now we get automated

reports without having to

wait. EasyReports allows

us to save a lot of effort.

We get all required reports

on time!”

‘‘

’’

We thank you for your

support and quick action.

Earlier generation of

reports would slow down

our ERP. With the

reporting solution not only

our reports have been

automated but the problem

of slow running systems

has also been solved.

‘‘

’’

“What Our Clients Are Saying”“We get all required reports on time!”

contact@easyreports.in +91 98320 72072

EASYREPORTSwww.easyreports.in

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