Allowing for custom reports at a high or granular level showing you the data you need to run and manage your business at the click of a button.
Have these customised reports distributed any way you want to who you want when you want; on wall boards around the office, sent to your tablet or phone as an app or on your printer for when you arrive in the morning.
ECRMs report builder allows you to choose your filters and build a unique report showing you exactly the data you want to see.
Allows you to have reports breaking down individual record to see a breakdown of the business being run through the system. These reports can be built up showing any fields captured within your bespoke application meaning they can be tailored to your needs and used to create a full suite of reports showing key information for different business processes.
Reports can be used to identify applications in the process that meet certain criteria or have been processed by a certain individual or team. These reports will come as standard with a start and end date filter along with a custom set of filters based on your reporting needs. This allows you to run custom reports as and when you require them.
Build summary reports on how cases are proceeding through the system, Staff performance reports, financial summaries, lender spread reports.
Show numerical or financial summaries with the options to then drill down into these stats by displaying a matching application level report.