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Proffering • PSalesman • PFC • Commissions
You want to make statistics about offers, counting the deals completed for period or distributed in the year by operator and type? Do you want to check volumes and gains distributed for period of your customers, grouped by operators, agents, areas? Do you want configure your reports autonomously with a large number of possibilities and make them available to other areas of the company directly through DB queries?
Reportful is the Proffering module for you!
The first step in creating a new report template is to select concerned fields / data. Reportful displays a series of blocks with the main data managed by Proffering; however, the definition isn't rigid and ITK Masters can add additional blocks and fields linked to other customer data source (various DB) if they can uniquely connect to Proffering stored offers.
Among the selectable data are define special fields performing counting and addition and allow the automatic aggregation of data while running the report. For example, you can enable the offers counting and, in combination with other selected fields, you can do the counting of offers depending on the values of other fields; or sum fields to obtain profile volumes sum or incoming money obtained by volumes multiplied offer prices to compute offer total values.
The second step of the report template building allows the operator to define the filter parameters to filter the interested data subset.
With this configuration window, you can compose a logical expression where you can select fields, report parameters or constants connected by logical operators and eventually grouped by parentheses.
Special filter operators can be used as operands of filter formula so to simplify the filter formulation; Examples of special filter operators are: offers completed in the period, offers confirmed in the period, offers of a specific service / market type group, offers managed by one or several specific operators, etc ...
Reportful is installed with various already defined special filter operators, but the system allows the user to define new ones providing the required logical expression. For example, see the filter sample shown in neighbor picture defines a filter that filters the deals completed and is combined with a test that filters confirmed closure state. This definition can be saved as a new filter operator named "Confirmed offers in the period" to allow user to use this combination in a single block so to simplify further filters definition.
The final step of report template definition is to fill a name and a description of model that will help the user to identify the useful report.
Additional parameters are requested to define the report type choosed between linear and tabular; the linear type allows you to return the raw requested data, the tabular type allows you to cross requested data in a table.
The last parameters allow to specify whether the report should also display a graph, graph type and select the fields that are associated to one or both axes label (depending on whether the report is tabular or linear) and the fields that are connected to the value axis.
Once the report templates are finished, authorized operators can ease use them. Opening the executing report window using the appropriate button, user can search template by name and / or description; once identified user can just double click it and report managemnt dialog appears such as the one in the example on the neighbor picture.
The example above shows the use of a report that displays the count of completed and confirmed offers in a given period grouped by operator and service / market type in tabular form.
Once the window is opened you can fill the required parameters in the upper left corner; once you filled-in the parameters you can press the PLAY button to run the report and view data and graphic in right-central area.
In the case of aggregate reports as the illustrated example, the value represented is just an aggregation of several records; double-clicking on a number in the report displays a window with record details connected to clicked value in order to access specific informations (for example, to know which customized electrical offers were confirmed by Mario Bianchi).
The other window buttons allow you to export the report to Excel and PDF.
The last two window buttons are used to store the specific time generated data and then retrieval when needed; depending on the type of defined report, in fact, the results can vary from moment to moment in time, in function of the stored data; this special feature allows you to "freeze" in time one or more report executions to retrieve in the future.
A very important technical feature of Reportful module allows you to run any of the reports defined by the operators of Proffering directly as t-sql querying the Proffering DB using a special stored procedure defined in the same DB. This procedure works autonomously without the need for ITK Masters configuration; the customer can autonomously and directly query on DB all defined reports defined in Reportful passing report name and other needed report parameters.
The procedural query feature allows various external systems, including the major BI systems such as Qlik, to run reports configured with Reportful. In this way it is possible to use these systems as a front-end to design attractive reporting sheets that can be used with the various available modes such app and web.
ITK Masters chooses Qlik as its main partner and usually implements the reports with Qlik Sense.
The various reports sheets are organized as a real app and normally, with Reportful, are usually configured the following query sheets for companies that sell electricity and gas, but the possibilities are limited only by imagination and can be also realized with simplicity by the end user alone: