But every business owner or manager needs to take a step back from time to time and see how the business has been functioning over time. That kind of 30,000-foot view is essential not only to knowing where you’ve been and how far you’ve come, but to planning where you want to go from here.
Fortunately, COATSsql users don’t even have to step out of COATS to step back and get that view. The same software you use to run your business’s operations can generate management reports to help you track and guide your business in the long run.
Here are just a few of the management reports you can generate out of COATSsql:
- Top Ten Clients and Top Ten Vendors—Find out who gives you the most business, and to whom you give the most business
- Accounts Generating Sales—Find all the customers who are generating income, then evaluate the value of that income vs. sales time
- Staffer Productivity—Compare the pay rates and bill rates of your sales and placement staffers
- Fraud Reporting—Find any duplicate direct deposit accounts assigned to more than one employee, or any payments made with no billed work associated to them
All of the information in these reports is displayed in Crystal Reports, arranged in easy-to-read tables. If you’re more of a visual thinker, you can always export the report (click the little arrow-into-the-envelope icon on the left) and take the information into Microsoft Excel, where it can be converted into all kinds of charts and graphs.
If you’re a COATS user who would like some training on the management reports, let us know. And if you’re considering using COATS and would like to know more about these features, we’d like to hear from you, too.