When it comes to your reporting process and it comes time to package a report, you likely have to reach out to an individual and request your finished product layout, and wait several days to see how it looks.
With ReportWa, you not only have the ability to do this in-house but once you create a report you can save and return to it later, allowing for quick and easy packaging. The process is simple and by implementing ReportWa, you’ll free it time and money to be allocated to more critical projects.
Template
First in the packaging and distribution process is to select the appropriate template. Some reporting only requires one page while others require multiple pages. Selecting your template will allow you to find the right layout and save the layout for future use or editing.
Once you’ve finished this you will combine everything and turn it into a finished product. You can edit nearly everything, down to page numbers and logo placement. Again, once you’ve finished the product you have the ability to go back and edit any of the data being aggregated.
Report Generation
Once you completed your ReportWa reporting package you’ll have the ability to designate when your report is generated. Automatically generating your reports will eliminate human error and ensure your reports go out as explained to your clients.
Many reports are generated monthly, but you have the ability to generate your reporting package as often as necessary. As with many parts of ReportWa, should you need to update distribution times you can easily go back and do so.
Email Template
If you send your reports electronically, you can utilize an email template with ReportWa, giving a quick introduction to the report that is attached. Making your clients aware of what’s attached allows them to quickly understand the mail they’ve received and hopefully motivate them to open the report.
Once you’ve completed your email template you are set to begin distributing your reporting package.
You always have the ability to return to the template and update the necessary data points. This can all be done in house and eliminates the need to wait for a company to implement your requested edits. ReportWa gives the user the power to accurately and consistently provide professional reporting to their clients, eliminating the need for expensive technical consulting.
