Admin & Reporting Tools

Rep Edge comes equipped with administrative and reporting tools so that managers can configure the software to better reflect the business needs of the office, define employee permissions, and generate sales and management reports.

Administration

Rep Edge was designed to include configurable options so that the software and its output could better reflect the way you do business. Using administrative tools, those users with administrative capabilities can ensure documents include the company logo and standardized text, set system preferences, establish system defaults, apply accounting system settings, create custom lists, and apply security settings at both the office and employee levels.

Administration screen

Administration screen

Reporting

Reporting enables sales and executive management to understand the business and access the data they need to make strategic business decisions. Rep Edge includes a number of reporting templates that summarize and present both Rep Edge sales and Dynamics GP accounting data. For a more customized look at your business, Rep Edge supports the ability to modify existing reports and create new ones using the Microsoft SQL Server Reporting Services (SSRS) as a native reporting engine. By mapping other URL-based reports to Rep Edge, users can access them all from one place.

Reports screen

Reports screen