DataBuilder: Powerful Reporting in Systemize!
The DataBuilder is a powerful, flexible, and easy-to-use reporting engine that puts every piece of data in Systemize! at your fingertips.
- Choose from a wide variety of built-in reports, and create your own to match your unique business model
- See snapshots of key business metrics such as top selling products, service turnaround times, inventory levels, and audit results
- Design your own metrics using the intuitive Formula Author
- Filter and group data by date and time, company, or any other criteria
Built-In Reports
Systemize! comes with an extensive library of pre-built reports covering data from every area of your business. Users can track sales, customer contact history, inventory levels, task statuses, incoming and outgoing product repairs (RMAs), and much more. Each of these pre-built reports can be fully customized by adding or removing columns, filters, and groupings. Systemize! product experts are always on hand to assist you in developing a full set of DataBuilder reports for your business.
Calculating Metrics
The DataBuilder has a powerful mathematical engine which allows users to calculate results based on multiple columns or rows. Sales order totals, the value of inventory on-hand, and average service turnaround time are all metrics that are included in pre-built DataBuilder reports. From time to time, though, users may wish to design their own metrics using the powerful Formula Author.
Simple Example: Repair Lateness
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In this scenario, the user has a report of all Service RMAs over a given time period. Not content with a basic list view, however, this user wishes to compare the actual shipping date of each repaired product with the estimated date that was provided to the customer when the Service Order was placed. In the screenshot to the right (click to expand), the user creates a new column "Repair Lateness" on the report using the Formula Author.
Key Performance Indicators
Every Systemize! user can develop custom Key Performance Indicators (KPIs) to help them keep track of critical metrics relevant to their job. For example, sales executives and managers can track order intake fluctuations in real time, service managers can keep tabs on turnaround times, and quality controllers can see a snapshot of failure rates over time.
The KPI Console displays graphed data on both a month-by-month and a three month rolling average (TMRA) basis, allowing users to easily spot trends in performance metrics.
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Each KPI is powered by a DataBuilder report, providing for great flexibility and full integration with any piece of data in the system. This also enables users to drill down into detailed business information, capturing the impact of changes in business strategy and catching mistakes early.