Reporting

Reports and documents the Acctivate way

Acctivate includes over 100 reports & documents out of the box including a customizable dashboard AND the ability to create virtually any report or document with Crystal Reports® eliminating all restrictions to getting the information you need, the way you want it. Acctivate provides fully-integrated, real-time access to company-wide information.

• Over 100 standard reports & documents out of the box
• All reports and documents can be previewed on screen before printing
• Integrated with the world’s leading reporting software, Crystal Reports®
• Create customized documents with rich content & professional design elements
• Organize & manage all reports in the Acctivate Report Catalog
• Easily distribute information in popular file formats
• Print display grids by simply clicking with the right mouse button
• Print any screen by clicking on the print screen button on the toolbar

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Acctivate inventory reports software, Eclipse Aesthetics

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Access the information you need

With over 70 standard reports & 30 standard documents, Acctivate users can easily access information from across the organization on day one.

• Reports are easily accessible within each category module (sales, purchasing, etc.) and are also housed within the Report Catalog, a system library that contains all reports and documents
• Report filtering: Report data can be filtered to limit what is presented to achieve a more customized user view of the information
• Printer assignments define a default printer for each report

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Acctivate inventory software with custom reporting user, St. Jude Candle Company

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Acctivate inventory software with custom reporting user, St. Jude Candle Company

“We’re saving time on data input, but I think the biggest benefit is the turnaround time in the reporting to the necessary personnel or departments.”

David Wingard

CFO

Acctivate inventory software with custom reporting user, ProTac

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Acctivate inventory software with custom reporting user, ProTac

“The ease of being able to find what we need in any given Acctivate report saves us time. Say all of a sudden someone says, “I did this last year, can you find it?” Before we’d have to dig through paperwork to find what we were looking for, but now with a report in Acctivate we’ve been able to find that without spending half an hour or 45 minutes trying to look through paperwork.”

Pam Genosky

Operations Manager

Customize with Crystal Reports®

Acctivate’s reporting and document management capabilities were designed around Crystal Reports, the powerful, industry-standard business reporting software.

From barcodes for product or bin labeling to advanced, rich content reports and documents with professional design quality & branding – the data collected in Acctivate is quickly & easily converted into actionable information and interactive content.

• Virtually any report or document that you can envision can be created with Crystal Reports using any data housed within Acctivate
• Standard reports & documents can be modified for specific business needs & customized with branding elements, images, font type, font size and text color
• Documents, such as purchase orders, sales orders and invoices can be customized and branded
• Create and print barcodes for product labeling and/or bin labeling

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Acctivate inventory software with custom reporting user, The Lone Grazer Creamery

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Acctivate inventory software with custom reporting user, The Lone Grazer Creamery

“The reporting that’s in Acctivate is more robust than what we had anticipated. It’s been helpful being able to run reports that really drill down into our inventory on hand or sales by customer category. All of it gets synchronized with QuickBooks so I can run reports in QuickBooks that I need without having to rekey all of that data or worry about accuracy.”

Carrie Nicklow

President of Food Building LLC (parent company of The Lone Grazer Creamery)

Organize with the report catalog

The report catalog is a repository of all standard and custom reports in the system.

Reports are organized in a visual tree structure, with folders and sub-folders organized in logical groupings.

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Acctivate inventory software with custom reporting user, Pigs Unlimited

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Acctivate inventory software with custom reporting user, Pigs Unlimited

“We use reporting in Acctivate as a point of reference to see how certain things are priced and how many people buy them.

Acctivate saves us a lot of time and effort because we can run a report and filter it to show only certain product classes or product codes, instead of flipping through a book listing of all our products and trying to find the right one – it’ll just show us what we want to see.”

Lauren Barrera

Controller

Distribution

Acctivate reports & documents can easily be converted and attached to an email, posted on an intranet or used on the web.

Reports & documents can be exported into any of the following formats:

• Acrobat Format (PDF)
• Crystal Reports (RPT)
• HTML 3.2 and 4.0
• MS Excel 97-2000
• MS Excel 97-2000 (Data only)
• MS Word
• ODBC
• Separated Values (CSV)
• Tab-separated text
• Text
• XML
• Record style (columns no spaces)
• Record style (columns with spaces)
• Report Definition
• Rich Text Format

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Acctivate inventory software with custom reporting user, Bison Supply

Acctivate inventory software with custom reporting user, Bison Supply

“We couldn’t get the reports out of QuickBooks that we do out of Acctivate — like inventory reports and custom reports.  The reporting in Acctivate is way stronger than in QuickBooks. I’m a report oriented person, so that was one of the main reasons I liked Acctivate right off the bat.”

Bart Matthews

President