Comprehensive Reporting Solution
Keeping tabs on your business profitability is no easy task, for businesses not using a Cloud Case Management system, it can be nearly impossible. How many cases are in progress? how many cases are pending? how many cases have three out of their 5 milestones complete? – it’s no easy task.
SaasCase allows users to create custom reports that can query data from all over the system through the use of its Comprehensive Reporting Solution. Reports can be saved, shared, edited and deleted. Reports can help you define your case type workflow and improves the KPI’s that your institutional clients are beginning to demand.
- Reports – A list of reports that you have the ability to run, reports can be exported to Excel for further interrogation of the data.
- Report Security – Some reports are only suitable for the eyes of admin users, SaasCase allows you to limit reports to certain users.
- Reports Admin – Add, edit, deactivate and clone (to create a similar but different report) reports.
- Report Builder – Build custom reports, choose columns from system data, conditions and filters – also dictate which users can see reports.