PDF Reporting is here!

Why PDF reporting is important for your business

In today's fast-paced business environment, efficient reporting is crucial. PDF reporting offers several key advantages that can streamline your workflow and improve your business decisions.

Effortless Sharing

With just a click, you can download your reports as PDFs, making it easier than ever to print and email important information with your team or stakeholders. No more formatting hassles - just clean, professional reports ready for presentation.

Universal Accessibility

PDFs are universally accessible, ensuring reports can be emailed and viewed on any device. Whether in the office or on the go, your data is always within easy reach.

Professional Presentation

PDF reports maintain the integrity and visual appeal of your data, allowing you to showcase your findings with confidence. Impress customers, suppliers, clients and colleagues with polished, easy-to-read reports.

PDF Reports Available:

Sales

Boost your field and in-house sales teams' productivity with the Customer Flash Report. Instantly share customer sales performance insights to keep your team informed and motivated. Whether you're in the field or at the office, deliver key data with ease—hand out a printed report during meetings or send it directly to their inboxes. Stay ahead and empower your sales team with the insights they need to succeed.

Suppliers

For procurement, the Supplier Flash Report is a game-changer. Understand your spending patterns, identify areas for cost reduction, and negotiate better contracts. Equip your team with the knowledge to drive smarter decisions.

Finance

With the Finance Report PDF, effortlessly create your complete management accounts pack includes Profit and Loss, Balance Sheet, and Cash flow—with just one click. No more time-consuming Excel exports with manual field mappings. Your reports are instantly ready, customised with your logo (and we can bespoke them for you too!) 

Sign up for our PDF Reporting Beta Today!

New Sage 50 Dashboards:

Discover the latest enhancements for Sage 50 Accounts .

• Invoice Profit (Average Stock Cost)

This dashboard allows you to analyse profitability using average stock cost, providing insights into product, customer, and category-level margins.

• Invoice Profit (Last Stock Cost)

Evaluate profit margins based on last stock cost, gaining detailed visibility into product, customer, and category performance.

• Product Profit Overview

This visual tool helps you identify your best and worst-performing goods and services, understanding gross profit by customer, product category, and at the product level.

New Xero Dashboards:

Explore the new enhancements for Xero .

Base Pack Dashboards

• Balance Sheet: Compare financial positions to assess liquidity and solvency
• Balance Sheet Monthly: Drill down into monthly financial data
• Rolling LTM Profit and Loss: Track financial trends for decision-making
• Trial Balance: Comprehensive view with transaction-level details
• Rolling LTM Customer Sales: Analyse customer spending patterns over 12 months

Marketplace Dashboards

• Budget P&L: Compare actual performance against budgeted figures
• Sales Quantity: Visualise sales quantities across various dimensions
• Last 5 Year P&L: Analyse long-term financial trends

These new features in Sage 50 and Xero significantly enhance your financial analysis and decision-making processes. Stay tuned for more updates and tips on leveraging these tools to drive business growth.

Create ANY report you want for Sage & Xero with Roveel .