AdvicePro includes a comprehensive reporting function allowing advisors, caseworkers and managers to generate reports from any data recorded on the system.
AdvicePro Reporting lets you create customisable reports from the data collected by your agency to give you and funders a clear overview and insight into your data. The analytical tools make it easy to demonstrate and monitor the work that your agency undertakes. For example getting an overview of how many cases are simultaneously managed, what type of advice is required by your clients – and how you are helping them.
The reporting function is easy to use and provides a flexible method of generating reports as PDF, Word or Excel.
With AdvicePro Custom you can also generate automated reports for your users.
Core AdvicePro Reporting features:
- Comprehensive analysis capabilities designed to leverage any data
- Report Designer can be utilised to generate flexible and automated reports
- Combine all you your data from across your business or consortium
- Real Time Calculations at any time for your clients and cases
- Identify and monitor your KPIs
- Act on your data to help the efficiency of your organisation and help your clients more effectively
Contact us to find out more about AdvicePro Reporting’s other features.