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      Extensive Reporting Overview

      Analyze your business using the extensive data available in EBMS.

      In this article

      Getting Started | Video Walkthrough | Enhancements | Sample Reports | Sample Forms & Lists | Related Content

      Getting Started

      EBMS includes many reports and report folder groups. Additional reports and folders may be added according to the user's preferences. Custom reports can be purchased from Eagle Solutions or created by the user using Seagate Crystal Reports. See the Report Customization section for more details.

      EBMS Printing Insider Series

      Organizing Reports

      Reports are organized within EBMS in groups and sub-groups. The report groups are accessed by going to File > Reports from the main EBMS menu. Review the Report Menu section for more details on the report menu and organization.

      Review the Printing a Report section for details on report prompts, saving report defaults, and report options.

      Commonly used reports can be grouped within dialog windows or menus. Review the Print Buttons and Menus section for details on associating reports to a dialog or menu. Reports can also be attached to monthly or annual processes. Review the Periodic Reports section for more details.

      Changing or Customizing

      Invoice, purchase order, bank checks, and other forms are created or changed within the report system of EBMS. Review the Form Configuration section for more details.

      A report can be exported to a file or sent via e-mail rather than printing the report to a standard printer. Review the Exporting Data section for more details on exporting or e-mailing a file.

      Reports can be customized to generate the information that the user or management wants to compile. This customized report can be created using basic EBMS options such as default prompt settings or user defined queries. The user can duplicate a report within the Report Menu if multiple sets of defaults and queries are needed for the same report. Review the Report and Form Customization section for more details on duplicating reports, altering reports, or customizing reports.

      Some custom reporting such as custom labels, letters, emails, envelopes, and other forms can be created using MS Word.  Review Mail Merge for more details on this flexible option.  

      Electronically Sending Reports

      EBMS can be automated to electronically send various customer, vendor, and worker forms and documents via email.   This tool automates the steps to electronically send an invoice, purchase/sales order, receipts, or statements to specific email address for a customer, vendor, worker, or other contact.   Review [Sales] > CRM > AutoSend Documents for more details on this option.

      Recommended Printers

      The recommendations listed below are based on the type of printer, not specific brands.

      • A laser printer is recommended for businesses with a high volume of printing. A laser printer will normally print faster and have better paper handling capabilities.

      • An inkjet printer is recommended if color is required and speed is not a critical factor. EBMS will facilitate color logos on reports but otherwise does not use color extensively.

      • A Datamax label printer for printing product labels.  Review [Inventory] Receiving Product > Printing Labels and Reports for EBMS processes to print product labels.  

      • An Epson receipt printer for POS receipts.

      Often a combination of the printers listed above is required to meet the needs of a company.

      Note:  All printer drivers should be updated to the latest version. Log onto the printer vendor's website and update printer drivers if you are experiencing printing issues.

      Review System Requirements for more hardware and printer requirements.

      Report Security

      Review Setting Report Security for security settings to restrict access to a report or to restrict the user's ability to change prompts.  

      Advanced Reporting Options

      The following optional reporting tools are available within EBMS:

      • MS Excel Add-In: This tool is an excellent option to create dashboards and other report summaries.   Review Excel Formula Overview for details.
      • MS PowerBI:  The MS PowerBI tool is an advanced tool that is ideal for large data sets.   This method requires the SQL Mirror option.   Review SQL Mirror Overview for details.

      Common use cases

      Financial Reporting

      EBMS includes many reports to successfully analyze your business's GL transactions, sales, inventory, jobs, and tasks. Profit & Loss reports, balance sheets, and GL transaction detail give the managers the information they need to analyze cash flow and make wise business decisions.

      Accounts payable and accounts receivable aging reports as well as customer and vendor lists are easily generated. Various invoice, purchase order, work order, tax, check, and payroll forms are included. Customer and inventory lists include date ranges and query options to generate the information needed. Data can be exported to a variety of data files.

      Flexible Reporting

      All reports and forms within the EBMS software can be modified by the user using the popular flexible Crystal Reports tool. Custom reports and lists can be seamlessly added to the hundreds of standard EBMS reports. A MS Excel add-in allows the user to use EBMS formulas within a spreadsheet to create user defined charts or dashboards.

      Video Walkthrough

      Enhancements and Customizations Available

      Sample Reports

      Sample Forms and Lists

      Related Videos and Content