Advanced Document Management Solutions - Reporting

Document Management Solutions Let You Easily Create Advanced Reports

Sometimes reports involve endless variables and multiple systems of record. Instead of hiring expensive software developers who are unfamiliar with your business and SpringCM account, our Client Services team can create Document Management Solutions Advanced Reports that enable you to:

• Integrate data from other Client Services projects and ERP/CRM systems (like Intacct or salesforce.com) via Web services
• Join an unlimited number of tables together in any manner you choose
• Specify parameters for reports without the limitations of predefined options
• Trigger an Advanced Workflow or an additional Advanced Report if certain data fall within (or outside) an established range
• Display data graphically in pie charts and similar formats without manually exporting the data and creating graphics in outside software programs
• Customize the look and feel without manually modifying any templates

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