MarketingPilot provides users with a comprehensive reporting solution that enables the creation, management, and delivery of both traditional, ink-on-paper reports and interactive, web-based reports.
Report Authoring
Marketers can create custom reports and explore MarketingPilot data using the powerful and easy-to-use Business Intelligence Studio. Export reports to formats such
as Microsoft Excel, Adobe PDF, HTML, etc.
Report Management
Powerful report management features enable a high degree of control. Reports can be added to the MarketingPilot shortcut bar and/or deployed to a report web site for access by non-MarketingPilot users. Organizations can deploy interactive Web-based reports to deliver information to customers or partners over extranets or the Internet.
Ad-hoc reporting
A user-friendly ad-hoc reporting tool is available to enable marketers to create their own reports and explore MarketingPilot data. A user-friendly query tool enables users to build reports without deep technical understanding of the underlying data.
Web-based reporting for partners and clients
Deploy interactive Web-based reports to deliver information to customers or partners over extranets or the Internet.
Technology
MarketingPilot integrates Microsoft SQL Server Reporting Services to support the full 'reporting cycle' from authoring to deployment.
Report Security
MarketingPilot's flexible, role-based security protect reports and information. For example, access to payroll transactions can be restricted to select users.
Standard Reports
MarketingPilot includes a broad range of standard reports. Export any of these reports to Microsoft Excel, Adobe Acrobat, or HTML with a single click:
Banking
- Check details
- Deposit details
- Clients and Receivables
- A/R Aging
- Client balance
- Collections Report
- Item Price List
- Open Invoices
- Rep balance
- Statement
Company and Financial
- Balance Sheet
- Comparative Income Statement
- Estimate
- Expense
- General Ledger Detail
- General Ledger Summary
- Income Statement
- Invoice
- Journal
- Proforma Invoice
- Purchase Order
- Request For Quote
- Trial Balance
Jobs
- Job Profitability
- Job Work In Process Report
- Unbilled costs by job
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Media
- Billboard Expense
- Billboard Invoice
- Billboard Order
- Email Expense
- Email Invoice
- Email Order
- Insert Expense
- Insert Invoice
- Insert Order
- List Expense
- List Invoice
- List Order
- Magazine Expense
- Magazine Invoice
- Magazine Order
- Media Traffic Report
- Newspaper Expense
- Newspaper Invoice
- Newspaper Order
- Web Expense
- Web Invoice
- Web Order
Sales
- Sales by Client
- Sales by Item
- Sales by Rep
Vendors and Payables
- A/P Aging
- Expenses by vendor
- Purchases by vendor
- Unpaid bills
- Vendor balance
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