Reporting System

Reporting System





TRY IT FREE

PREFACE

Welcome to the new edition of kpi.com Reporting System Guidebook.

This Guidebook is designed to instruct you through kpi.com Reporting System features and it is the primary
assistant in case, you have any frustrations using the system tools.
kpi.com Reporting System User`s Guide contains information on getting to know and using the system features.
  • ‘Getting Started’ views the whole map of Reporting System to make easier the management
    of creating and working with reports.
  • ‘Report Management’, describes how to manage reports of the whole system.
  • ‘Creating Reports’ section provides you with the step-by-step diagram which instructs you
    through several steps to run a report.
  • ‘Report Exporting’ fully describes how to export reports from kpi.com Reporting System.
  • About kpi.com Software Company

    kpi.com™ Software Company privately held by UK-based Finnet Limited firm. kpi.com provides an
    integrated stripe of software products for project management, customer relationship management,
    management of accounting and finance, e-commerce, reporting and human resources management.
    kpi.com enables companies to integrate the products to personal computers, minicomputers, network

    computers and personal digital assistants.

    kpi.com, is a simple, low-cost ‘All-In-One’ Cloud based Business application platform. The integrated suite
    of applications has been designed to remove the necessity of investing in on-site back office administration
    and control systems, thereby allowing firms to concentrate on delivering their core, value adding services
    to their customers. Delivering the solution via the Cloud enables management and staff to share
    information and manage their operations regardless of location, thereby increasing their efficiency,

    responsiveness and competitiveness whilst minimising their investment in operational overhead.

    kpi.com’s cloud delivered SaaS ensures that all elements of the business are connected. Information, staff,
    sales and service, front office operations, back office functions, management and control are available
    immediately from any location and can be shared across the organization.

    Customer Feedback

    We appreciate you using our kpi.com Reporting System and this Guidebook.
    Our customers’ comments and feedback are always welcome. You will find the Reader’s Questionnaire
    Form about kpi.com features at the end of the guide. Do not hesitate to mail your comments and wishes to
    the following e-mail address or you can directly contact with your kpi.com Support Manager.

    E-mail: support@kpi.com

    Phone: +44 () 844 484 1120
    +44 (0) 844 484 2958
    +44 (0) 844 774 2253
    +44 (0) 208 313 0711

    GETTING STARTED

    kpi.com Reporting System is the best way to get the reporting done and the smartest way to manage your
    projects, customers, employees and the entire business. It certainly helps a lot in budgeting and planning,
    analyzing sales and purchasing. Without much hard work, it consumes less of your time. It is beneficial for
    all types of companies and organizations for the purpose of generating reports where the business
    statistics flow a lot.

    HOW TO GET AN ACCESS

    You can access to kpi.com Reporting System by copying and pasting the following web address on your
    address bar since you are logged in:
    http://app.kpi.com/ReportingSystem.html

    REPORT FOLDERS

    In the Report Folders list, you can find created folders in the system. Running a report depends on the
    folder you choose since all data is extracted from that section. You can directly Modify and Delete the
    folder you choose. Besides, you can add a new folder by clicking on the Add New Folder button.

    IMPORT YOUR DATA

    To import your data, write the name of your data type in the Import Your Data section, choose template
    category and click on the Choose File button and Upload it.

    REPORT MANAGEMENT

    kpi.com Report Management was designed to improve your productivity and value, save your company
    budget, and make your job easier than it is now. Due to the constant reporting in some businesses, there
    have been developed several ways of gathering data to compile reports. So, let’s get started managing our
    reports:

    HOW TO VIEW

    To view the existing reports created by other employees/users of the system/organization, you need to
    scroll down the page of Reporting System and click on the Run buttonfrom Actions of Public/Private
    reports.

    HOW TO MODIFY

    It is very easy to edit the reports in your reports list. You need to click on the Modify button from Actions
    of Folders part.

    HOW TO MODIFY

    To delete a report, you need to click on the Delete button which is found from Actions of Folders part.

    HOW TO CLONE

    To clone a report, click on the Clone button from Actions of Folders folder.

    The screenshot illustrates other options regarding the Save Custom Report. Click on the Schedule/i>, choose
    recurrence type, repeats, choose an e-mail template and share it with other employees.

    CREATING REPORTS

    Compiling a report is as easy as one, two, three but you need several minutes to do so. You are advised to
    go through several steps indicated above your screen while creating a report.

    SELECT DATA TYPE

    You will be given several options and it’s up to a report type you are going to create. Select the type of data
    from Accounting and Finance, CRM, Project Management, Surveys & Polls and HRMS sections.

    SELECT REPORT TYPE

    The next step is selecting the report type. You will be given two options: either Tabular Report or Summary
    Report. The former type of report is the fastest and easiest way to list your data. From the latter report
    type you will be able to view data with subtotals and other summary information.

    If you want your report to be in Summary format, you will be asked to Select Grouping. Since you have
    done standard grouping, click on the Next button that is located in the bottom right of the page.

    SELECT COLUMNS

    On this page, you need to choose columns to include in your report. You are able to set those selected
    columns by order.

    SELECT SUMMARIES

    In this section, you need to select Standard Summary Fields by clicking on theSelect All button.

    SELECT CHART

    In Chart Settings, there is a list of Chart Types. You can select any kind of chart (Bar chart, Pie chart,
    Horizontal Bar, etc
    ) as regards to the type of your report.

    Other columns as Chart Preview and Chart UI Settings will perform their own duties after selecting
    appropriate type of chart.

    SELECT FILTER

    Select Filter section views three types of rows:
  • Advanced Filter
  • Limit Rows Count
  • Report Actions

    RUN REPORT

    We are here in several minutes as we decided a while ago. Click on the Run Report button and see what
    does the compiled report look like?

    You can export the reports as CSV and PDF formats

    READER’S COMMENT FORM

    kpi.com Reporting System welcomes your comments and suggestions on the quality and this publication.
    Next revisions will be based on your information.
    1) Were there any errors in the Guidebook?
    2) Do you need more information? And in what section?
    3) Were the screenshot examples enough?
    4) What features were useful in this manual?
    If any errors are found or you have other suggestions for the product and its manual improvement, please
    send us your comments through the following ways:

    E-mail: support@kpi.com

    Phone: +44 () 844 484 1120
    +44 (0) 844 484 2958
    +44 (0) 844 774 2253
    +44 (0) 208 313 0711
    Postal Service:
    Finnet Limited
    Sun Alliance House
    29 London Road
    Bromley
    United Kingdom