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We understand that some reports are crucial to running your business.
As such, to ensure that you have you most important reports ready during implementation, we need to know what reports are most important to you.
At the start of the implementation, you will be asked to send through a copy of your important reports. These can come in whichever format suits you.
The crucial information we need are:
Sometimes the values expected differ to those stored in accessplanit, therefor it is important to know how these should show.
As an example, the accessplanit platform shows "United Kingdom" as a country. If you need this to show as "GB", please make this clear
So that we can be completely understand your requirements, it's best to detail report outputs in a similar fashion to the below example:
The expenses (Sum of trainer, venue and resource costs)
On this page: