Thursday, September 15, 2011

What print options are available for customer reports from the Alinean sales / marketing tools?

Printing is done via templates, which the analyst / tool author uses to specify what is in a specific report, and install in the system for all to utilize.

Using the print function, the user of the tool can choose to have the report developed and sent to them via e-mail, or downloaded for review and printing.

For any tool, multiple templates can be provided to support printing in different formats, such as Word, PDF or PPT, or for supporting different purposes, having a report that is just an executive summary or a full report.

The report content is based on the user entered data and analysis, and is intelligently controlled based on these two factors – presenting only the relevant results. With this, various report sections are included / inhibited and customized based on user entry and results.

No comments: