Create smart and customized reports to suit your business.
A headline banner will display key figures such as sales for the month, confirmed orders, debtors and your current bank position. Dashboards also contain a set of drill down tables such as aged debtors and Top Ten customers.
Banner figures can be defined in settings to show your current Bank position, who owes you money and who you owe money to.
Pie, Bar and Funnel charts are all available with drilldown on the legends.
Surf Accounts reports cover every aspect of your business reporting needs. From detailed sales invoice analysis to a Trial Balance.
You can customise the dashboards depending on the level of information you want your staff to see. You can let sales staff see just the sales pipeline and order situation while allowing accounts and executives to see bank positions.
Every figure displayed on the charts and tables of the dashboard can be drilled down into the detailed report analysis of that summary figure. You can make selections from the drill down report screen if you want further analysis.