Robust Report

ERP11 provides a comprehensive reporting framework that consists of two primary classifications:

1. Views: Dynamic reports that allow users to interactively manipulate data.
2. Predefined Reports: Static reports designed in predefined formats using tools like Crystal Reports.

1. Views

Dynamic Reporting Features:

• Filtering: Users can apply filters to narrow down data based on specific criteria (e.g., date ranges, product categories, regions). For instance, a sales manager can filter a sales report to show only transactions from the last quarter.
• Sorting: Data can be sorted in ascending or descending order based on selected columns. This feature helps users easily identify trends, such as sorting sales figures from highest to lowest.
• Grouping: Users can group data by various attributes (e.g., by region, by product category) to summarize and analyze data effectively. For example, a finance report could group expenses by department, allowing for quick insights into spending patterns.
• Custom Report Creation: Users can design their own reports by selecting fields and arranging them as needed. This flexibility empowers departments to generate reports tailored to their specific needs.
• Export Options: Reports can be exported to various formats including:
  • Excel: For further data manipulation and analysis.
  • PDF: For formal reporting and distribution.
  • CSV: For integration with other systems or applications.

2. Predefined Reports

Static Reporting Features:

• Standard Formats: These reports are created with predefined templates, ensuring consistency in presentation and data interpretation. Examples include financial statements, sales summaries, and inventory reports.
• Graphical Reports: Many predefined reports come with graphical representations (charts, graphs) that visualize data trends and metrics. For example, a monthly sales report might include bar graphs showing sales performance across different regions.
• Automated Scheduling: Users can schedule predefined reports to run at specific intervals (daily, weekly, monthly) and be automatically sent to designated stakeholders, ensuring timely access to critical data.

These are just a snapshot of the available reports; the ERP11 reporting module includes many more reports across all modules, providing extensive insights and analytical capabilities.

1. Finance Module

• Dynamic Financial Reports: Filter by date, account type, or department to focus on relevant financial data. Grouping by account categories enables quick overviews of financial performance.
• Budget vs. Actual Report: Allows filtering by fiscal period to monitor budget adherence. Users can sort results by department or expense category for detailed insights.
• Cash Flow Statement: Displays cash inflows and outflows over a specified period, with options to filter by account and view trends.
• Trial Balance Report: A snapshot of account balances at a specific date, allowing users to group by account type or category for easier analysis.
• Income Statement (Profit and Loss Report): Summarizes revenues and expenses over a specific period, with filters for departments and categories.
• Balance Sheet: Provides a detailed view of assets, liabilities, and equity at a specific point in time, with options to filter by account type.
• Accounts Receivable Aging Report: Displays outstanding invoices categorized by age (e.g., 0-30 days, 31-60 days), helping to manage collections effectively.
• Accounts Payable Aging Report: Shows outstanding bills by due date, allowing users to prioritize payments and manage cash flow.
• General Ledger Report: Provides a detailed view of all transactions within the general ledger, with filtering options for account type and date range.
• Expense Report: Allows users to filter and group expenses by department, category, or project, providing insights into spending patterns.
• Variance Analysis Report: Compares budgeted amounts to actual amounts, with filtering options for department and category to identify discrepancies.
• Cost Center Report: Displays financial performance by cost center, allowing users to filter by time periods and view variances.
• Financial Ratios Report: Calculates key financial ratios (e.g., liquidity, profitability) to assess overall financial health, with options to filter by period.
• Tax Summary Report: Summarizes tax liabilities and payments, allowing users to filter by tax type and period.
• Capital Expenditure Report: Tracks investments in capital assets, with filters for project type and expenditure category.
• Revenue Forecast Report: Projects future revenues based on historical data and trends, allowing for adjustments in financial planning.
• Cash Management Report: Analyzes cash positions and forecasts future cash flows, helping to manage liquidity effectively.
• Audit Trail Report: Tracks changes to financial records for compliance and auditing purposes, with filtering options for user and date.
• Bank Reconciliation Report: Compares bank statements with company records to ensure accuracy, with options to filter by account and period.
• Year-End Closing Report: Summarizes all financial activity for the year, providing insights for year-end audits and financial planning.

2. Sales Module

• Sales Dashboard: Access real-time sales metrics with interactive filters for product, region, and salesperson. Visualize trends through dynamic pie charts and line graphs.
• Sales Performance Reports: Tailor views to analyze sales over specific timeframes, enabling users to monitor growth or decline. Group results by product category to highlight top performers.
• Sales Order Report: Provides a comprehensive overview of all sales orders, with filters for order status, payment method, and customer segment.
• Customer Purchase History Report: Track individual customer purchases over time, utilizing filters for date range and product category.
• Monthly Sales Summary Report: Summarizes total sales for each month, with options to filter by region or product line to identify trends.
• Sales by Region Report: Analyzes sales performance across different geographical regions, allowing users to filter and group by location.
• Product Performance Report: Details sales figures for each product, with filtering options for categories and timeframes to identify bestsellers.
• Sales Forecast Report: Projects future sales based on historical data, with filtering options for time periods and product categories.
• Top Customers Report: Identifies the highest revenue-generating customers, allowing users to filter by sales volume and date range.
• Sales Conversion Rate Report: Analyzes the percentage of leads that convert into sales, with filters for campaign source and timeframes.
• Return and Refund Report: Tracks returned items and processed refunds, with options to filter by product, reason, and time period.
• Discounts and Promotions Report: Details the effectiveness of discounts and promotional offers, allowing users to filter by campaign type and product.
• Sales Channel Performance Report: Compares sales across different channels (e.g., online, in-store), enabling filtering by channel type and timeframes.
• Order Fulfillment Report: Monitors the status of order fulfillment processes, allowing users to filter by shipping method and delivery status.
• Sales Representative Performance Report: Evaluates individual sales reps’ performance metrics, with options to filter by period and product category.
• Customer Feedback and Satisfaction Report: Analyzes customer feedback and satisfaction ratings related to purchases, allowing filtering by product and time period.
• Sales Pipeline Report: Provides insights into potential sales opportunities at various stages, with filtering options for lead status and sales rep.
• Sales Expense Report: Tracks expenses related to sales activities, allowing users to filter by department and expense type.
• Market Trend Analysis Report: Identifies emerging market trends based on sales data, with options to filter by product category and timeframe.
• Sales Tax Report: Summarizes sales tax collected on transactions, allowing users to filter by state or region for compliance purposes.
• Sales Productivity Report: Measures the efficiency of the sales team by analyzing metrics such as calls made, meetings scheduled, and deals closed, with options to filter by salesperson and period.
• Customer Segmentation Report: Groups customers based on purchasing behavior, demographics, or preferences, enabling targeted marketing strategies.

3. Inventory Module

• Stock Status View: Offers dynamic filters for item categories, suppliers, and stock levels. Users can group by item type to easily identify high-demand products and manage inventory effectively.
• Inventory Turnover Graph: Visualizes how quickly inventory is sold over time, helping to manage stock levels efficiently. Filters allow users to view turnover rates by product category and time period.
• Reorder Level Report: Automatically highlights items that need to be reordered based on predefined thresholds. Users can sort results by supplier or current stock levels for optimized ordering.
• Inventory Aging Report: Displays how long items have been in stock, with filters by category and grouping by age brackets (e.g., 0-30 days, 31-60 days) to identify slow-moving products.
• Stock Movement Report: Tracks inventory inflows and outflows over a specified period, allowing filtering by item, supplier, or location to analyze movement patterns.
• Supplier Performance Report: Evaluates supplier efficiency based on delivery times and order accuracy. Users can filter results by supplier and timeframes for performance assessment.
• Cycle Count Report: Provides insights into periodic inventory counts, allowing users to filter by location and item type to streamline the counting process.
• Stock Valuation Report: Summarizes the total value of inventory on hand, with filtering options by category or location to assess financial impact.
• Inventory Reconciliation Report: Compares physical counts with recorded inventory, highlighting discrepancies for correction, with filtering options for item categories.
• Damaged Goods Report: Lists items classified as damaged, allowing users to filter by category and date of reporting for effective inventory management.
• Order History Report: Details past purchase orders for inventory items, enabling filtering by supplier, order date, and product type for historical analysis.
• Excess Inventory Report: Identifies items that exceed predefined stock levels, with options to filter by category and group by location for better space management.
• ABC Analysis Report: Classifies inventory items into categories (A, B, C) based on value and turnover rates, enabling targeted inventory management strategies.
• Inventory Forecast Report: Projects future inventory needs based on sales trends and seasonal variations, with filtering options by product category and timeframe.
• Inventory Write-Off Report: Tracks items that have been written off, allowing users to filter by reason and date for financial auditing.
• Stock out Report: Identifies items that are currently out of stock or below safety stock levels, with filtering options by category and supplier for urgent reordering.
• Location-Based Inventory Report: Analyzes inventory levels across different warehouse locations, enabling filtering by location and item category to optimize storage.
• Product Expiration Report: Highlights items with expiration dates approaching, allowing users to filter by category and date to manage perishable goods effectively.
• Inventory Cost Analysis Report: Evaluates the cost of goods sold (COGS) and overall inventory costs, with filtering options for product categories and timeframes.
• Vendor Managed Inventory Report: Details items managed by vendors, allowing users to filter by vendor and assess stock levels and reorder needs.

4. Human Resources Module

• Employee Performance Reports:
  • Description: Analyzes employee performance metrics.
    • Features: Filter by performance ratings or departments to identify training needs; group by role or team for focused insights.
• Attendance Report:
  • Description: Tracks employee attendance patterns.
  • Features: Group data by employee or department, with filtering options for specific time periods to analyze absenteeism trends.
• Employee Demographics Report:
  • Description: Provides insights into workforce diversity.
  • Features: Filter by age, gender, and tenure to understand demographic composition and inform diversity initiatives.
• Payroll Summary Report:
  • Description: Summarizes payroll information.
  • Features: Allows filters for departments and time periods; users can group data by employee role for detailed analysis.
• Training Needs Analysis Report:
  • Description: Identifies training gaps based on performance evaluations.
  • Features: Filter by department and performance scores; group by training type to tailor development programs.
• Recruitment Metrics Report:
  • Description: Analyzes recruitment effectiveness.
  • Features: Filter by job title, department, and hiring source; group by time-to-fill metrics to evaluate recruitment strategies.
• Employee Turnover Report:
  • Description: Tracks employee attrition rates.
  • Features: Filter by department and timeframes; group by reasons for leaving to identify trends and retention strategies.
• Compensation Analysis Report:
  • Description: Evaluates employee compensation levels.
  • Features: Filter by role, department, and compensation type; compare against industry benchmarks for equity assessments.
• Benefits Enrollment Report:
  • Description: Details employee participation in benefit programs.
  • Features: Filter by benefit type and enrollment period, helping HR to assess program engagement.
• Employee Satisfaction Survey Report:
  • Description: Analyzes results from employee satisfaction surveys.
  • Features: Filter by department and survey period; group by satisfaction scores to identify areas for improvement.
• Performance Review Report:
  • Description: Summarizes performance review outcomes.
  • Features: Filter by review period and ratings; group by employee or team to monitor overall performance trends.
• Disciplinary Action Report:
  • Description: Tracks disciplinary actions taken against employees.
  • Features: Filter by type of action and department; group by frequency to identify potential issues.
• Leave Management Report:
  • Description: Analyzes leave requests and usage.
  • Features: Filter by type of leave (sick, vacation) and department; group by employee to monitor patterns.
• Employee Tenure Report:
  • Description: Tracks employee tenure and retention rates.
  • Features: Filter by department and role; group by length of service to understand workforce stability.
• Workforce Productivity Report:
  • Description: Evaluates overall workforce productivity.
  • Features: Filter by department and performance metrics; group by projects or tasks to assess efficiency.
• Health and Safety Compliance Report:
  • Description: Reviews compliance with health and safety regulations.
  • Features: Filter by incident type and department; group by timeframes to monitor compliance trends.
• Succession Planning Report:
  • Description: Identifies potential successors for key positions.
  • Features: Filter by position and performance ratings; group by readiness level for effective planning.
• Employee Engagement Report:
  • Description: Measures employee engagement levels.
  • Features: Filter by department and engagement scores; group by initiatives to assess impact on engagement.
• HR Metrics Dashboard:
  • Description: Provides a visual overview of key HR metrics.
  • Features: Includes dynamic graphs and charts that allow filtering by various HR data points for quick insights.
• Exit Interview Report:
  • Description: Analyzes feedback from exiting employees.
  • Features: Filter by reasons for departure and department; group by common themes to identify areas for improvement.

5. Project Management Module

Resource Allocation View:

• Description: Analyzes resource distribution across projects.
• Features: Filter resources by project phase or team member, and group by project to assess workload distribution and identify potential bottlenecks.

Milestone Tracking Graph:

• Description: Visualizes milestones achieved versus planned timelines.
• Features: Users can filter by project to focus on specific initiatives, with graphical representations to easily track progress.

Project Budget Report:

• Description: Tracks expenditures against budget forecasts.
• Features: Allows filtering for specific projects or departments, helping to manage financial resources effectively.

Task Completion Report:

• Description: Displays completed tasks within a defined timeframe.
• Features: Filter by project or team member for accountability, facilitating performance tracking and project oversight.

Project Status Report:

• Description: Summarizes the current status of projects.
• Features: Filter by project phase and deadlines; group by project manager to provide insights on overall project health.

Risk Assessment Report:

• Description: Analyzes identified project risks and mitigation strategies.
• Features: Filter by risk status (open, closed) and project; group by risk category to assess impact on project timelines.

Gantt Chart View:

• Description: Visual representation of project timelines and tasks.
• Features: Allows users to filter by project phases and milestones, enabling detailed timeline management.

Change Request Report:

• Description: Tracks all change requests made during the project lifecycle.
• Features: Filter by status (approved, pending) and project, helping manage scope changes effectively.

Resource Utilization Report:

• Description: Evaluates how effectively resources are being used.
• Features: Filter by resource type and project; group by utilization rates to identify under or over-utilized resources.

Project Timeline Report:

• Description: Outlines key project timelines and deadlines.
• Features: Filter by project phases and deliverables; allows for a chronological view of project progress.

Budget Variance Report:

• Description: Analyzes variances between planned and actual budgets.
• Features: Filter by project and expenditure category to identify financial discrepancies.

Task Dependencies Report:

• Description: Identifies relationships between tasks and their dependencies.
• Features: Filter by project phase and task status to streamline task management.

Stakeholder Engagement Report:

• Description: Tracks stakeholder involvement and feedback.
• Features: Filter by stakeholder type and project; group by engagement level for effective communication management.

Completion Forecast Report:

• Description: Projects future task completion based on current progress.
• Features: Filter by project and milestones, providing insights into potential delays.

Issue Tracking Report:

• Description: Monitors project issues and resolutions.
• Features: Filter by issue status (open, resolved) and project; group by priority to focus on critical issues.

Project Team Performance Report:

• Description: Evaluates the performance of project teams.
• Features: Filter by team member and project; group by roles to assess contributions.

Time Tracking Report:

• Description: Analyzes time spent on project tasks.
• Features: Filter by project and team member; allows for detailed tracking of hours worked against estimates.

Lessons Learned Report:

• Description: Captures insights from project experiences.
• Features: Filter by project and team; group by themes to inform future projects.

Deliverable Acceptance Report:

• Description: Tracks the acceptance status of project deliverables.
• Features: Filter by project and deliverable status; group by acceptance criteria to ensure quality standards.

Post-Project Review Report:

• Description: Analyzes overall project success and areas for improvement.
• Features: Filter by project outcomes and lessons learned; group by project manager for comprehensive evaluations.

6. Canteen Management Module

Daily Meal Transactions View:

• Description: Provides a comprehensive overview of daily meal transactions.
• Features: Filter transactions by date or meal type, and group by employee to understand consumption patterns and trends in meal choices.

Satisfaction Survey Report:

• Description: Graphically represents employee feedback on menu items and overall dining experience.
• Features: Filtering options by survey question or department highlight areas for menu improvement and customer service enhancements.

Menu Item Popularity Report:

• Description: Analyzes which meals are most frequently ordered over a specific timeframe.
• Features: Filter by specific dates or meal types to identify trends and adjust menu offerings accordingly.

Nutritional Analysis Report:

• Description: Provides insights into the nutritional content of meals ordered.
• Features: Allows users to filter by dietary needs (e.g., vegetarian, gluten-free) to ensure compliance with employee dietary restrictions.

Meal Cost Analysis Report:

• Description: Evaluates the cost of meals served, comparing costs against budgeted amounts.
• Features: Filter by meal type and date range, allowing for financial oversight and budget management.

Ingredient Usage Report:

• Description: Tracks the usage of ingredients in meal preparation.
• Features: Filter by menu item or ingredient to monitor stock levels and optimize procurement processes.

Employee Meal Plan Report:

• Description: Summarizes meal plans chosen by employees over a specific period.
• Features: Filter by employee or meal type to analyze preferences and consumption trends.

Inventory Usage Report:

• Description: Provides insights into inventory levels based on meal orders.
• Features: Filter by ingredient type or meal category to manage stock efficiently and reduce waste.

Meal Feedback Report:

• Description: Analyzes employee feedback on specific meals.
• Features: Filter by meal type and feedback rating, enabling targeted improvements based on employee preferences.

Canteen Traffic Report:

• Description: Tracks the number of employees using the canteen during different times of the day.
• Features: Filter by time slots (breakfast, lunch, dinner) to optimize staffing and service levels.

Menu Rotation Report:

• Description: Analyzes the effectiveness of menu rotations over time.
• Features: Filter by rotation cycles and meal types to evaluate popularity and ensure variety.

Allergen Management Report:

• Description: Summarizes meals containing common allergens.
• Features: Filter by allergen type to ensure compliance with health regulations and employee safety.

Meal Pricing Report:

• Description: Evaluates pricing strategies for menu items.
• Features: Filter by meal type and pricing tiers to analyze profit margins and competitiveness.

Canteen Cost Report:

• Description: Provides an overview of overall canteen operational costs.
• Features: Filter by cost categories (labor, ingredients) to assess financial performance.

Daily Sales Summary Report:

• Description: Summarizes total sales for each day, providing insights into peak usage times.
• Features: Filter by meal type and date to track revenue trends.

Employee Participation Report:

• Description: Analyzes employee participation in canteen programs or events.
• Features: Filter by event type and employee demographics to assess engagement levels.

Waste Management Report:

• Description: Tracks food waste generated by the canteen.
• Features: Filter by meal type and date to identify areas for reducing waste and improving efficiency.

Supplier Performance Report:

• Description: Evaluates the performance of food suppliers based on delivery and quality.
• Features: Filter by supplier and item to ensure reliable sourcing and quality control.

Canteen Health and Safety Compliance Report:

• Description: Summarizes compliance with health and safety standards.
• Features: Filter by inspection date and compliance status to ensure regulatory adherence.

Menu Costing Report:

• Description: Provides a detailed breakdown of the costs associated with menu items.
• Features: Filter by menu category and ingredient to manage pricing and profitability effectively.

7. Point of Sale Module

Sales Transaction View:

• Description: Offers a comprehensive overview of all sales transactions.
• Features: Users can filter by payment method, date, or product type, and group results to identify sales trends and patterns.

Daily Sales Summary Graph:

• Description: Provides visual insights into daily sales performance.
• Features: Allows quick assessments of peak sales times and trends through dynamic graphs, helping with staffing and inventory decisions.

Customer Purchase Patterns Report:

• Description: Analyzes customer buying behavior over specified timeframes.
• Features: Filters for demographic segments (age, location) enable targeted marketing and personalized offers.

Refund and Exchange Report:

• Description: Tracks all refunds and exchanges processed within a specific period.
• Features: Users can filter by reason, product category, and date, allowing for analysis of return trends and customer satisfaction.

Sales Performance Report:

• Description: Evaluates overall sales performance against targets.
• Features: Filter by salesperson, time period, and product category to identify top performers and areas for improvement.

Top-Selling Products Report:

• Description: Lists products with the highest sales volumes.
• Features: Filter by time period and category to highlight bestsellers and inform inventory decisions.

Sales by Channel Report:

• Description: Compares sales performance across different sales channels (e.g., online, in-store).
• Features: Filter by channel type and timeframes to evaluate channel effectiveness.

Customer Loyalty Program Report:

• Description: Tracks customer participation and performance in loyalty programs.
• Features: Filter by loyalty tier and purchase frequency to assess program effectiveness and engagement.

Average Transaction Value Report:

• Description: Calculates the average value of transactions over a specified period.
• Features: Filter by date range and payment method to analyze trends in customer spending behavior.

Payment Method Analysis Report:

• Description: Analyzes the distribution of payment methods used by customers.
• Features: Filter by date and transaction type to optimize payment processing strategies.

Sales Conversion Rate Report:

• Description: Evaluates the effectiveness of converting leads into sales.
• Features: Filter by marketing campaign and timeframe to identify successful strategies.

Inventory Sold Report:

• Description: Details items sold over a specific period, assisting with inventory management.
• Features: Filter by product category and date to monitor stock levels and replenish as needed.

Discounts and Promotions Effectiveness Report:

• Description: Assesses the impact of discounts and promotions on sales performance.
• Features: Filter by promotion type and product to evaluate ROI on marketing efforts.

Sales Tax Report:

• Description: Summarizes sales tax collected on transactions.
• Features: Filter by state or region for compliance and reporting purposes.

Sales Forecast Report:

• Description: Projects future sales based on historical data and trends.
• Features: Filter by product category and time frame for accurate forecasting.

Customer Return Rate Report:

• Description: Analyzes the rate of customer returns.
• Features: Filter by product category and reason for return to identify quality issues.

Sales by Employee Report:

• Description: Tracks sales performance by individual employees.
• Features: Filter by time period and department to recognize top performers and provide necessary training.

Customer Feedback Report:

• Description: Analyzes customer feedback related to sales transactions.
• Features: Filter by product and feedback type to improve customer service.

Product Margin Analysis Report:

• Description: Evaluates the profit margins on sold products.
• Features: Filter by product category and date to identify pricing strategies that maximize profitability.

Time of Sale Analysis Report:

• Description: Analyzes sales trends based on the time of day.
• Features: Filter by hour and day of the week to optimize staffing and inventory for peak hours.

8. Customer Relationship Management (CRM) Module

Customer Interaction View:

• Description: Provides a comprehensive overview of all customer interactions.
• Features: Users can filter by interaction type (e.g., email, call, meeting), date, or employee handling. Grouping options help identify high-activity clients for targeted follow-up.

Lead Conversion Rate Graph:

• Description: Visualizes the effectiveness of marketing campaigns in converting leads to sales.
• Features: Allows filtering by campaign type and timeframe to analyze which strategies yield the best conversion rates.

Customer Satisfaction Report:

• Description: Aggregates feedback from customer surveys to assess satisfaction levels.
• Features: Users can filter results by department or service type to identify strengths and areas needing improvement.

Sales Pipeline Report:

• Description: Tracks potential sales opportunities throughout the sales cycle.
• Features: Filtering options include lead status (e.g., prospect, negotiation) and expected close dates, providing visibility into future revenue.

Customer Profile Report:

• Description: Compiles detailed profiles for individual customers, including contact information, purchase history, and preferences.
• Features: Filter by customer segment and interaction history to tailor marketing efforts effectively.

Activity History Report:

• Description: Lists all activities related to customer interactions over a specified period.
• Features: Users can filter by customer, activity type, and employee to monitor engagement efforts.

Lead Source Report:

• Description: Analyzes the effectiveness of various lead sources (e.g., social media, referrals).
• Features: Filtering options allow users to evaluate performance by source type and conversion rate.

Customer Retention Rate Report:

• Description: Measures the percentage of customers retained over a specific period.
• Features: Filter by customer segment or time frame to assess retention strategies.

Opportunity Win Rate Report:

• Description: Evaluates the percentage of opportunities that result in closed deals.
• Features: Users can filter by sales team and product line to identify successful tactics.

Sales Activity Report:

• Description: Summarizes sales activities performed by team members.
• Features: Filter by employee and date range to assess productivity and engagement levels.

Customer Churn Analysis Report:

• Description: Analyzes factors contributing to customer churn.
• Features: Filter by reasons for cancellation and service type to identify trends and implement retention strategies.

Follow-Up Reminder Report:

• Description: Lists follow-up tasks assigned to sales representatives.
• Features: Users can filter by due date and priority to ensure timely engagement with leads.

Market Segmentation Report:

• Description: Classifies customers into segments based on purchasing behavior and demographics.
• Features: Filtering options allow for targeted marketing and sales strategies tailored to each segment.

Sales Forecast Report:

• Description: Projects future sales based on historical data and pipeline analysis.
• Features: Filter by product category and time frame to support strategic planning.

Client Engagement Score Report:

• Description: Measures the level of engagement with each client based on interactions.
• Features: Filter by interaction type and date to identify highly engaged customers.

Service Request Report:

• Description: Tracks customer service requests and resolutions.
• Features: Users can filter by request type and status to analyze service efficiency.

Referral Tracking Report:

• Description: Analyzes the impact of referrals on lead generation and conversion.
• Features: Filter by referral source and conversion success to evaluate effectiveness.

Feedback Trends Report:

• Description: Identifies trends in customer feedback over time.
• Features: Filter by survey type and date range to monitor improvements or declines in satisfaction.

Customer Lifetime Value (CLV) Report:

• Description: Estimates the total revenue expected from a customer throughout their relationship.
• Features: Filter by customer segment and purchase frequency to inform retention strategies.

Competitor Analysis Report:

• Description: Compares customer perceptions and behaviors against competitors.
• Features: Filter by competitive aspects and performance metrics to identify market positioning opportunities.

Exporting Reports

For both Views and Predefined Reports, ERP11 offers robust exporting capabilities:

• Excel: For in-depth analysis or to share with teams.
• PDF: For creating official documents to be shared with stakeholders.
• CSV: For importing into other systems or data warehouses.

The reporting capabilities of ERP11 are designed to enhance data accessibility and usability across the organization. With a dual approach of dynamic Views and standardized Predefined Reports, users can easily filter, sort, group, and customize their data to gain actionable insights. The ability to export reports in various formats further enhances collaboration and data sharing, making ERP11 a powerful tool for informed decision-making across all business functions.