Closing out the year the right way – Arigamix reports and planning
Even smallest organisations are set up for success with smart use of ready-to-use report features that Arigamix offers and with clever planning by using data at their disposal.
👨💻 ARIGAMIX document management system is a platform (DMS/ECM/BPM, Service Desk, CRM) where customised reports can be created for complex systems for organisation’s specific needs. But DMS also comes with basic ready to use interactive master-detail reports and charts that any size company can benefit from.
📅 Next to the Reports & Charts module, reporting is possible in many ways. By using full-text-search feature and exporting search results or by exporting lists of cards (documents, contracts, invoices, clients, products) into .csv and .xlsx format, etc.
📑 Lists of data from Arigamix can simply be exported by the user from the user’s desktop current view and by the administrator from his workspace current view.
Ready-to-use reports:
Current tasks in operation, Finished tasks, Documents: incoming invoices, outgoing invoices, contract, directive, document. Bright impactful visuals offer most important data like total amount.
📉 Interactive charts offer different visuals of interactive infographic reports (diagrams) and also support graphs.
📊 Ready-to-use charts:
Overdue tasks pie chart: by department, current tasks horizontal bar charts: Paid and unpaid invoices pie chart, payment by customer vertical bar chart. With total amounts in large letters.
🏷 The tags
The colorful label to mark some key info about the card in the system. Like the client card. Naming the tag is optional for the user. If the Tag was named by end date, like “to do by 31st December”, the user has a chance to finish the task by the end of the fiscal period. Double click on the tag (in any view) lists all cards (invoices, clients, documents) with that mark. Very convenient to adapt to numerous business operations no matter what department.
🔍 Global search & using filters
Arigamix offers an overview of the searched parameter inside the texts of documents and registration card attributes. User has further abilities to filter the search results by any field of the card like: Partner (who was the client), Type of the document, Created (the date of creation in the system earlier than current date), Document date, Author and Multiple search parameters for running in full-text-search.
And the best decision for next year: make that time for the live demo to learn how to save thousands in 2025 by optimizing your business or public organisation processes with Arigamix.
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