Management Reports

Reports include extensive analytical and reporting options on all levels, from relationship manager, through team and group leaders, up to division manager.

Because this is a strategic tool, Work Frame Relations puts special emphasis on meaningful management analyses.  The structured input of all maintained data facilitates powerful analyses at multiple levels of summation (employee, team, department, customer segment, contacts, etc.), and includes: 

  • Ad hoc reporting

  • Additional automatic, periodically generated reports in pdf

  • Flexible compilation of reports and evaluations, such as monthly reports in pdf

  • Preparation of figures in tables and illustrations using a variety of chart types.

  • Appraisal of information and preparation of reports in the respective operator’s folder.

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The Client Management System Work Frame Relations produces a unique dashboard for the management.