We’re looking at the next steps for reporting and information display in QuoteWerks Web, and we’d like input from the people who will actually use it.
Take the QuoteWerks Web Reporting Survey
QuoteWerks Web already provides several ways to view, filter, analyze, and export your data.
From the Open Documents window, you can filter quotes and orders to quickly find the information you need and export those results to CSV.
The QuoteWerks Web Dashboard provides at-a-glance information about your business, including opportunities, sales activity, and individual sales rep performance.
QuoteWerks Web also includes Management Reports, where you can filter your QuoteWerks data and export the resulting information to CSV.
What Management Reports do not currently provide is formatted report output that can be previewed, printed, or saved as a PDF.
We’re evaluating how we should expand Management Reports in QuoteWerks Web, and before we make those decisions, we want to better understand how our customers actually want to use reporting.
One concept we're considering is a straightforward report designer similar to the reporting experience found in products such as QuickBooks.
You could select the information you want included in a report, choose and arrange columns, adjust column widths, group information, display totals, and then export the finished report to CSV or PDF.
But generating a report is only part of the workflow.
We're also exploring what should happen after a report is generated.
For example, should you be able to save generated reports within QuoteWerks Web so your team has a central location for historical reports?
Instead of someone running a March report, downloading it to their computer, and later trying to remember where it was saved, the report could remain available within QuoteWerks Web. In June, you could return to Management Reports and access the reports previously generated for March, April, and May.
That could also make reports easier for other members of your team to access without emailing files back and forth.
We're also interested in whether reporting should become more automated.
Some of the capabilities we're considering include:
For example, you might configure a monthly sales report once and have QuoteWerks Web automatically generate it on the first of every month, save a copy, and distribute it to the appropriate people.
The question for us isn't simply whether we can build these capabilities.
It's which capabilities would actually make reporting more useful to you.
We've created a short survey specifically for QuoteWerks Web customers to better understand how you currently use QuoteWerks data and which reporting capabilities would provide the most value.
Your feedback will help us determine where to focus our development efforts and, just as importantly, where not to spend time building functionality our customers don't need.
If you use QuoteWerks Web, we'd appreciate a few minutes of your time.
Take the QuoteWerks Web Reporting Survey
Thank you for helping us shape the future of QuoteWerks Web.