Rebecca Cox

Custom Reports

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Clients & Profits includes hundreds of reports, but sometimes the report you want is just not available. If you need to view the data from a different angle, you may want to consider a custom report. Clients & Profits Pro includes a custom report writer that works great for generating simple reports and lists. The custom report writer can quickly generate reports that will be easy to modify later on. For users that want a nicer user interface or more complicated reports (including graphs) and for those using Clients & Profits Classic, plug-in applications can be created. Plug-in applications are written with the Omnis Developers program, the same program used to create Clients & Profits. Plug-in applications can also be used to create custom input screens, fixes and export files.

Review a list of plug-in applications that are being used by other agencies. These demos will demonstrate what plug-in applications can do for your agency and show you how to use Clients & Profits more efficiently. You can download specs on each of these demos or e-mail rebecca@rebeccacox.com for an actual working copy of the plug-in application.

You can save time and money by designing a Clients & Profits plug-in application to print a report you are currently creating with Excel or Lotus. If you want an estimate for a custom report or input screen, contact Rebecca. You can e-mail the specifications of the report or attach an Excel spreadsheet with a layout of the new report. If you need to fax an example, the fax number is 770/795-1015. Please provide a contact name and phone number.

Seagate Crystal Reports is the most powerful Windows reporting tool available today. It will allow you to access data in Excel spreadsheets, Access databases and any database that is ODBC compliant (including Clients & Profits). Contact Rebecca Cox to show you how to use Seagate Crystal Reports to produce effective and useful reports to help manage your agency. For more information on Seagate Crystal Reports, visit their web site www.seagatesoftware.com/crystalreports.

Contact Rebecca Cox:
e-mail rebecca@rebeccacox.com
phone/fax (770) 795-1015