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5 Tips to Derive Maximum Value From Your CORE Reports

5 Tips to Derive Maximum Value From Your CORE Reports

May 18, 2021 | By Tabitha Jean Naylor | 0 Comments

Topics: artificial intelligence, Reports, Featured, BQE CORE

BQE CORE provides users a wide array of reports that dig deep into the business and offer valuable insight. These reports can be generated from in-context reports or from the Reports screen.

CORE has so many features that it still is a powerful tool even if your firm is only scratching the surface of its potential. That said, using the software’s reports can really maximize your returns from CORE.

To get the most out of the reports, here are five tips you should start using today. 

Tip 1: Take Advantage of Automated Reports

At BQE, we understand that there is no one-size-fits-all solution for our clients. That’s why CORE software was specifically developed to be flexible enough to adapt to your business needs while maintaining a consistently high level of efficiency that would also assist someone in an entirely different industry.

Though different companies have different needs, one common problem is the overwhelming and often unnecessary influx of periodical reports. Instead of dealing with hundreds of reports at the end of every quarter, CORE automatically simplifies your business data into the most essential 10-15 updates.

The first step to simplifying your reports is to identify which of them are essential to your business. After this, you can add them to your CORE favorites, a feature that  helps you “memorize,” or save, the report template for future dates and to share with others in the company. The report scheduler option will also enable you to deliver reports automatically.

The automatic feature is a must-use to cut your work in half. When utilized correctly, automated reports will transform your business – saving you and your employees time, energy, and money.

Tip 2: Customize Your Dashboards

With CORE, users can create unlimited dashboards to organize their projects. But it doesn’t stop there – there are over 50 unique dashboard widgets to help get the most out of the dashboard feature. These widgets can summarize your project highlights on the dashboard, or display your data as mini-reports in several presentation styles, including simple numeric metrics, tables and charts.

Customizing each dashboard is important for optimizing the interfirm communication and organization. Dashboards will also be the hub where you can categorize and specify all your reports, making localization extremely fast and efficient. All dashboards are also shareable and can be sent to and viewed by other CORE profiles within your firm.

Tip 3: Stay on Track with Budget Comparison

Every business sometimes struggles to stay on track with the projected budget: maybe you spent more time than was originally expected, or maybe a client is stalling to pay for services, for example. Nothing ever goes exactly as planned.

With CORE, you can avoid any monetary surprises by using Budget Comparison. This feature helps you maintain a close eye on your budget at all times with regular reports about company spending – overseeing even the slightest of details that can make an impact on your bottom line. These reports can be easily shared and accessed by project managers and can be reviewed at any given point.

Ready to take this up a notch? Using Report Scheduler, you can ensure that weekly budget reports are sent to the email inbox of project managers every Monday morning. Presented as neat and clean comparison email reports, these reminders are a great way for managers to keep on track with spending and move ahead into each new week with a strong budget plan.

Tip 4: Use Filters to Hone Your Search

With CORE, you can filter your searches for the most specific information.

Oftentimes, big-data reports can be overwhelming, and filtering the information is tricky, or even impossible. With CORE, you can group the data by client, project manager, principal of the company, or more! The filter options tab is available to you on any of the reports that you run in CORE.

To help you specify your search on a report:

  •   Go to the pull-down menu.
  •   Then, click on customize.
  •   This should bring a panel to come up and show you various options and filters.

From there, you will have access to the filters available to you that will help you organize your searches and get you the most out of your data.

Tip 5: Optimize Employee Efficiency

All companies should understand how to maximize employee utilization. Several features in CORE do this for you, enabling you to see exactly which members of the team are exceeding, falling behind, and more.

With one feature, Reconciliation, you can view how each employee is spending their time, and if there might be any room for improvement or adjustment.

Filters are also a great way to find specific employee data, like, for example, who are the top 10 revenue earners. You can view the state of work in progress at any given moment, therefore accurately tracking the overall progress of the company goals.

Be sure to save your filters when you find one that works for you and your business. Do this by making it a favorite, and it will become easily accessible in the future.

There's also a ‘Group by’ option. Simply go to the Options tab and choose to show - or hide - details on the report, or group the report by some criteria. This powerful ‘Group by’ option gives you the ability to run the same report many different ways by grouping the data using different criteria. You can also choose the output format for the report (PDF, viewer, Word, CSV or Excel).

Managing employee efficiency with the tools provided within CORE will enable you to lead your team feeling confident and informed. 

Conclusion

BQE CORE can help your business thrive, and our powerful reporting features can help you take your success to another level.

To learn more about how CORE reports can help you make more informed decisions about your firm, check out our recent webinar.

 

Tabitha Jean Naylor
The Author

Tabitha Jean Naylor

Tabitha Jean Naylor is a Brand Journalist at BQE, and has over 17 years of sales and marketing experience working with businesses ranging from small mom-and-pop shops through publicly-traded, household names. Her intimate knowledge of how sales and marketing go hand-in-hand has resulted in a countless number of successful branding and marketing campaigns for start-ups through NASDAQ traded companies. As a former business consultant, her experience brings a unique perspective to the BQE community, especially given the variety of projects she has spearheaded. When not in “content ninja” mode, she’s busy being a fur mom to her English Bull Terrier named Blake. She’s also an animal rescue volunteer and master kombucha brewer.

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