Custom report requirements

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.

Crucial information

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:

Column Name	Format	Details	Example Values
Course Name	Text	The name of the course	First Aid At Work
Course ID	Alphanumeric	The unique reference for the course template	FAW01
Start Date	Date Time	The start date and time of the course	21/02/2019 09:00
End Date	Date Time	The start date and time of the course	21/02/2019 17:00
Trainer	Text	The name of the trainer	John Smith
Venue	Text	The name of the venue	Business Centre
Income	Number (2 decimal places)	The income (Sum of all booking costs)	2500.00
Expenses	Number (2 decimal places)	The expenses (Sum of trainer, venue and resource costs)	400.00
Profit	Number (2 decimal places)	The profit (Income - Expenses)	2100.00

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