SetXRM Solutions

Dynamic Reporting

Create flexible, dynamic reports, dashboards and scheduled batch reports for every department whose data is processed in the system.

The SetXRM Dynamic Reporting solution

SetXRM Dynamic Reporting lets you create flexible and dynamic reports for all departments whose data is processed in the system. You can create countless reports for newly created modules and fields, add as many filters as you like – such as date or person – and revise existing reports again and again.

The SetXRM LCDP (Low-Code Development Platform) has DevExpress Web Dashboard Designer integrated as an embedded component.

PDF, image or Excel output
Scheduled e-mail delivery
Permission-based report usage
Pivot tables and charts

SetXRM supplier dashboard with risk levels, pie and bar charts and a summary table

Product Tour

Design the report, publish it on a dashboard

A dashboard prepared in the admin designer runs with live data on your users' screens.

settings.setxrm.com/raporlar/dashboard-tasarimcisi

Drag-and-drop dashboard designer

Build your own dashboards by dragging in tables, charts, pies, gauges, maps and filters – then present them in full-screen mode.

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Modules

Reporting capabilities

SetXRM offers three ways to query information: listing, dynamic reporting and batch jobs.

Unlimited reports and filters

Create countless reports for new modules and fields, add as many filters as you need, such as date or person, and revise reports whenever you like.

Automatic e-mail

Export reports as PDF, image or Excel and send them automatically by e-mail to selected users at defined intervals.

Dashboard design

Companies create their own reports and dashboards; dynamic reports are used according to permissions and stay current through online queries.

Pivots and charts

Reports are exported using pivot table logic and any chart can be built on them; modules can be linked, sorted and filtered by the criteria you need.

Listing

Records of each custom object or linked object group are listed by permission in the desired format and criteria and exported to Excel, Word, PDF or txt.

Batch reporting

Comprehensive, data-mining-level analyses are prepared by batch jobs running at night, and the results are e-mailed to the right people in the planned format.

Batch reports and personal dashboards

Batch reporting analyses and reports more comprehensive, data-mining-level data. These reports run at night and e-mail the results to the relevant people (e.g. product-based company sales for the last three months, monthly and salesperson-based sales, product-based profitability).

Users prepare reports within their permissions, save them in the system and run them whenever they want. These reports can also be used as dashboards (e.g. sales of a specific customer, personal target and performance reports, activity-based sales summaries, pipeline performance). Three hours of training is all users need.

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A tailored demo of Dynamic Reporting

Tell us about your needs and we will configure SetXRM around your business processes together.

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