You may know that all the forms and reporting in Sage BusinessVision, BVEssentials and the new Spire software are all produced using a program called Crystal Reports, which is THE industry-standard database reporting tool.
Basically, there are two ways Crystal is used in these program - for Forms such as invoices, PO's, cheques, and so on, and for Reports such as inventory, sales, customer or AR/AP reports.
Forms are generated by the system mostly when you complete transactions. For example, when you save a sales order, the system lets you print an Order Confirmation, a Packing Slip and an Invoice. These forms all contain the data about a transaction. So far, so good.
Some people choose to use the Invoice, Packing Slip, Order Confirmation and other forms that come built-in to BusinessVision. However, these forms are designed for generic use, and to really do the job, most companies prefer to have them customized. This is an inexpensive way to make your forms really stand out. After all, if your customer has a stack of invoices on their desk, don't you want them to be able to see and identify yours in a hurry? It's logical that this can actually help you get paid faster and more accurately.
We offer complete customization of any of the BusinessVision forms that the system generates, and well over 90% of our clients have chosen custom forms over the standard built-in ones. A great-looking form is part of your corporate image, and is worth the very small investment to get it.
There's a lot of data buried in BusinessVision, BVEssentials and Spire, and the built-in reports in each are very good at helping you extract that data and turn it into information you can use.
However, the built-in reports aren't always exactly what you need, and that's where Crystal Reports comes into play. Using Crystal, we can pull together whatever data you have in the system and create reporting to use that to help you run your business.
Basically, if you have to assemble the same data repeatedly and you're doing it manually, there's a better way!
Here are just a few examples of custom reports we've done recently for clients:
Whether you're new to BusinessVision or a long-time user, if you need to get more OUT of BusinessVision, please contact us today, and we can review your requirements. If the data's in there, we can get it out for you in ways that will make your business more efficient.