Insight

One viewer for every report you run.

DataFlow puts a single reporting layer behind every module, built on Microsoft ReportViewer. Preview, Print, Email or Export to PDF — the same four outputs, the same viewer, whether the report ships with the module, was written for you, or is the document you are about to send.

  • One viewer across every module
  • Preview, Print, Email or Export PDF everywhere
  • Custom reports run alongside the standard ones
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DataFlow reporting layer: one Microsoft ReportViewer across every module.

Trusted by UK trading and accounting businesses

Bannerman Company Ltd
The problem

When every report works a little differently.

If each screen has its own way of printing, mailing and saving, people learn the software one report at a time.

A different viewer on every screen

One module prints, another only exports, a third mails from somewhere else entirely — so nobody is quite sure what any given report can do.

Bespoke layouts live outside the system

The report a customer had written sits in a separate tool, run by hand, disconnected from the data it is meant to describe.

Documents that never match the brand

Invoices and despatch notes carry the wrong logo, address or footer, and changing them means a call to someone rather than a setting.

Print settings that never stick

Printer, tray and number of copies are chosen again on every run, because there is no way to save the settings a report should use each time.

Overview

One reporting layer, three kinds of report.

The same viewer runs everything you print, mail or file.

One unified viewer scene

A single reporting layer on Microsoft ReportViewer

The same Microsoft ReportViewer behind every module. No relearning as you move between screens.

  • One viewer every module, four outputs
  • ReportViewer the same layer throughout
In their words
Automating our finance and reporting routines saves us in the region of ten days of work every month.
JCB Finance Financial services
Explore more

Works with the rest of DataFlow.

Every module reports through the same layer.

Dashboard

The live view of the business, with the detail a click away in the reporting layer.

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Nominal Ledger

Trial balance, P&L and balance sheet run through the same viewer as every other report.

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Trade Ledgers

Statements, remittances and aged debt print, mail and export from the reporting layer.

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Audit Trail

The read-only audit reports run through the same viewer, with Preview, Print, Email and Export PDF.

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Frequently asked

Reports questions.

What can I do with a report once it is open?

Every report offers the same four outputs: Preview on screen, Print, Email, or Export to PDF. They are the same on every module because the whole reporting layer is built on one Microsoft ReportViewer.

Can I have reports written to our own layout?

Yes. Custom reports are bespoke layouts you commission. They load alongside the standard module reports and run from the same viewer, so there is no separate tool to open.

How do invoices and despatch notes get our branding?

Document layouts — invoices, despatch notes, statements, remittances, purchase orders and credit notes — are customisable per installation, covering the logo, colour, address block, terms and footer. They run from the document edit window.

Can print settings be saved so I do not set them each time?

Yes. Print profiles can be saved per report, per user or per company, so the settings you use are there the next time you run it.

See it on your reports

One viewer for everything you print, mail and file.

  • 30-minute walkthrough
  • Your document layouts
  • No obligation
Working with DataFlow

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