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Reporting

Masterplan ERP software allows for the creation of customizable report dashboards that display the information and metrics that are most important to your business. These reports will allow you to unlock key insights into your operations and allow your teams to collaborate and strategize over a shared, real-time dataset.

Custom Fields

Custom fields created in any model can be added to reports and be used as a filter criterion to segment out your larger dataset.

Drag and Drop Designer

Easily create custom report dashboards with a simple drag-and-drop interface that can be changed at any time as your needs change and different metrics become useful for your company.

Design View

Reports can be generated using design view. While in design view, the user can move or hide columns, change grouping and sort settings. Aggregate functions (sum, average, max/min) can be added or modified within design view as well.

Exporting

Reports can be exported into several different formats including PDF, Word, CSV and Excel.

Filters

Filters are used to refine search results, making the data easier to understand and draw insights from for your specific goals and targets. Any person running a report can filter the data they need, without modifying or deleting the rest of the dataset.

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