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Practice Engine reporting - comprehensive yet focused,
fast, and flexible:
- A rich suite of standard reports is available
- Implemetation includes an opportunity to refine reporting to meet the specific needs of the firm
- PE is a framework system - what is it that you want to know? We'll work with you to make that easily available.
- PE uses Active Reports and creates reports as PDF, with optional export to Excel, Word, and other standard formats
- Reports can be easily emailed
- Make specific reports available to specific staff
- PE's own report wizard lets you create reports and add them to the appropriate menus and staff
- Choose daily, weekly, monthy favorites
- Reports are extracted and created using stored procedures in the database and on the server for exceptional reporting performance and controllability.
- The system is open to SQL query and reporting via MS Access, SQL Server, Excel, and othe industry standard report tools
- PE is a rich "Rubik's Cube" of financial data which can be sliced and diced in many ways
Focus on what's important to you.
PE - CLI US Standard Reports
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