JOBSCOPE delivers an out of the box comprehensive set of reports standard with the ERP software.  These standard reports handle a large majority, and most times all reporting needs for each client.  However, there are sometimes customizations needed due to various reporting intricacies with every company.

Should a custom report be necessary, the first step in any custom report is understand the reporting requirements. What is the purpose of the report? What specific questions should it answer?  JOBSCOPE staff can work with you to efficiently tackle any custom reporting needs.

Another avenue is training your staff to develop custom reports.  JOBSCOPE offers training in report writing and addresses the following:

• Tables, Relationships, and Field Definitions are critical in creating any report.  JOBSCOPE staff can train key users on the JOBSCOPE schema if the goal is to be self-sufficient in creating your own reports instead of using JOBSCOPE resources to write them.
• Data Techniques can be part of the training. A knowledge of Joins, Filters, Groupings, Sums, Sorts and Return Limits can be valuable tools for a report writer.
• Knowing the pitfalls of inefficiencies in reports and how to test queries
• When to use calculations and derived fields
• Propagating custom reports to the JOBSCOPE users and best practices deploying custom reports

By focusing on these aspects, you can create reliable, efficient, and user-friendly reports that meet business needs and provide actionable insights.