Epicor Automated Reporting

Epicor Automated Reporting

Are you looking for an Epicor Automated Reporting solution to remove repetitive administration from compiling weekly or monthly reports? Or are you looking to increase the visibility of critical business information to improve decision making?

Codeless Platforms' report automation solution for Epicor Kinetic automates the creation and delivery of practically any business report and can be used in conjunction with your in-house reporting tool, e.g. Crystal Reports, MS Reporting Services etc.

Our Epicor report automation solution can automatically create and send your reports via email, FTP, attach the report to a CRM record or place the report on a network location.

Automated Reporting for Epicor Brochure

Discover the commercial benefits of automating your reporting procedures with BPA Platform.

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Epicor Automated Reporting Scenarios and Benefits

Common report and document automation scenarios that Epicor Kinetic users look to automate when using the BPA Platform include:

• Automatically create and distribute customer and stakeholder reports: For example, monthly statements or purchase history for a list of customers
• Automate the creation and delivery of an order acknowledgement for each of the current day’s orders
• Customer service report automation, e.g. KPI statistics on calls processed
• Automated sales reports, e.g. Sales figures by territory of account manager
• Marketing report automation, e.g. click throughs on specific email campaign(s)
• Automated stock management reports across multiple locations and warehouses
• Financial reports, e.g. aged debtors or cash flow statuses
• Automated manufacturing reports, e.g. waste % per product line

Common commercial advantages achieved through Epicor report automation include:

• Removal of repetitive administration and reporting errors
• Receive the information you need when you need it most
• Increased employee productivity
• Improved decision making
• Error-free reporting
• Increased visibility of business information
• Improved compliance and company procedures