Autoline - Management Information
Standard Reports
The Autoline system includes an extensive range of standard reports - where appropriate with selection criteria to refine output by user selection
Standard reports are available throughout the system covering:
- Accruals
- Accounts Payable
- Accounts Receivable
- Asset Register
- Franchise Data
- General Ledger
- CRM
- Point of Sale
- Purchase Control
- Showroom
- Stock Checking
- Stock Management
- Vehicle Rental
- Vehicle Sales
Ad-Hoc enquiries
An easy to use 'SQL' type facility available throughout the system. Ideally suited when user defined information is required quickly with the minimum of effort
Enquiries, reports, charts, graphs, labels and PC export/output type, using plain English commands
DDE (Direct Data Exchange) with Microsoft Excel
Built in dictionary of terms
On-line guide to features, command words and examples
Optional storage of frequently used enquiries
Link enquiries across multiple modules with common data-link
Report Generator
The Report Generator tools are provided for every Autoline module. The power and versatility of these facilities are the key to the total control and flexibility provided by the Autoline dealer management system
Report Generator Wizard
Multiple file access
User defined layouts, including screen based enquiries, printed reports and
documents/letters, charts, spreadsheets, labels, RTF letters, graphs, export to
industry standard UNIX and DOS files and HTML immediate browse facility
Reports can be shared between print or display output
User-defined sorting, up to five layers deep with subtotalling and final totalling where required
User-derived data based on existing information
Reports added to menu by user
Test Print facility of RTF output reports
Multi-line reporting
Drill-down facility
Chained Reports
Automatic file linking
Enhanced derived fields
Sort by subtitles
Multiple user-defined selection criteria on either an include or exclude basis with look up direct to specific data and full prompt 'help'
Run-time prompts to refine selection criteria
Immediate or batch processing
Batch processing to either a print or archive spooler, or direct to an e-mail user or group of users
Priority control on access to report definition and use of the report
Run-time selection criteria included in report to highlight basis of contents
Drill down reports via HTML output type
Management Accounts
On-screen view with Drill Down facility, through summary to individual accounts, transactions and Document Archives where appropriate
User access control to sections of the full management accounts view
Financial report formatting tools
User defined comparison types based on previous year actual data, budgets, forecasts etc.
Facility to download actual data or upload budgets from spreadsheets
Profiling facility for budget calenderisation
Importing of budget options
User defined comparison types based on previous years budgets and forecasts
Advanced Analysis
A high level management information facility which enables the user to start with a broad overview display and selectively 'drill-down' to the detailed information, including document archive retrieval if available
Access to original documents or transaction detail
Two dimensional topics, with rotation at any level between dimensions. For example, to analyse vehicle sales by franchise, model and variant, and the same information analysed by region, branch and salesperson
3D Graphical displays
Multiple data sets and/or time slices for comparisons against previous years
On-screen advanced analysis for key performance indicators
User security controls
User-defined facilities and screen layouts
Facility to create, save and load customised views
Microsoft Windows compatible
On screen Function Key operation labels
Sample applications: profit and loss reports, balance sheet,
creditor/debtor control, stock and sales analysis
Spreadsheet Interface
Additional sort and navigation functionality to make editing easier within
the edit rows and columns menu option
ODBC
ODBC is the Microsoft sponsored standard interface for Windows applications to access data from heterogeneous databases. It has been adopted by leading database manufacturers. The Kerridge ODBC Driver allows users of ODBC enabled PC applications access to data from Autoline
Use Microsoft Word to compile a mailshot directly from the CRM database
Use Microsoft Excel to embed up to date figures extracted from the Accounts Receivable files
Use Microsoft Access to join Payroll information with confidential data held locally
Applications that can use ODBC include
- Microsoft Access
- Query
- Excel v 5 or higher
- Word 6 or higher
- Lotus 1-2-3 v 4 or higher
- Visual Basic
- Borland
- Delphi
- Crystal Reports
- Powerbuilder
- Cognos
(details of installation environment available on request)
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