Simpro BI Reporting

Custom Built Reports on Dashboards using Simpro’s BI Reporting Tool

Modus Operandi are experts in Simpro’s BI Reporting tool.  Custom reports can be built in the BI Reporting tool to give you a visual insight into the data that Simpro holds for your business.

With the ability to create Dashboards containing multiple reports, you can setup dashboards for each area of your business you would like to report on.  Perfect for management meetings, accountability and KPI’s in your business, Simpro’s BI reporting tool will give you the data you need to report on your business.

  • We can build reports for you

  • We can teach you in a live 1 on 1 training session 

  • You can sign up for our online Simpro BI Reporting Course

Are you ready to take your Simpro skills to the next level?

At Modus Operandi, we know how important it is to make the most out of your data, especially when it comes to managing jobs, resources, and profitability in the trades industry. That’s why we’re excited to introduce our brand-new Simpro BI Reporting Course!

Why Take This Course?

Simpro’s BI Reporting tool can transform how you run your business. This course will show you how to harness its full power to create customised reports that provide valuable insights and help you make smarter, data-driven decisions.

What You’ll Learn:

✅ How to navigate the BI Reporting tools within Simpro

✅ How to build customised reports

✅ How to build dashboards to display and send your reports

✅ Includes 30 Step by Step Reports with instructions

Who Is This Course For?

Whether you’re new to BI Reporting or looking to refine your skills, this course is perfect for anyone who wants to make the most out of Simpro’s powerful reporting features. It’s designed to give you the confidence to turn data into actionable insights that drive your business forward.

Ready to Get Started?

Don’t miss the chance to empower your team with the knowledge they need to get ahead. Click the link below to learn more and enroll:

🔗 https://learn.findyourmo.com/course/simpro-bi-reporting

Modus Operandi – we help your business get the most from your Simpro Software

What else can we do with Simpro?

Are you using Simpro, but not to it’s full potential? You need a Simpro Deep Dive.

 

For those clients who have been using Simpro, but would like some guidance on how to use it more effectively.  Our team will review your system setup, meet with the key players in your team to understand your current workflows and processes and then provide you with an Analysis & Recommendations Report to highlight the strengths and gaps of your current system, as well as provide Recommendations for you to get the most out of the software moving forward. 

Using Simpro’s form builder functionality we can build fully customised Quote, Job, Asset & Invoice forms. These professional looking forms match your company’s branding as well as ensuring you’re displaying your forms exactly the way you need it. Click here for examples and information.

Simpro BI Reporting gives you the ability to build custom reports. With the ability to ask questions, create dashboards and visualise data with graphs and charts, your business will have data like it never has before. Click here to see some examples of BI Reporting.

One of the most critical maintenance solutions we offer, is helping you to ensure your supplier pricelists are up-to-date and accurate. Inaccurate pricing can create wrongly quoted works and smaller margins. If you need your catalogue reviewed or updated contact us today.

eForms give you the ability to completely digitise your paper forms. Modus Operandi will work with you to redesign and or build your paper forms into eForms before rolling it out to your team.

To ensure your job costs and margins remain accurate, it is pivotal that the overhead costs are updated regularly. We generally recommend this is done every 3 – 6 months or when any significant changes happen internally (i.e. change in wages or overhead costs). We can help you populate and calculate your data to provide you with up to date overhead recovery rates.

If you’re new to Simpro or new to certain areas of functionality, it’s likely there is external data that you now need in Simpro. We’re here to help. From customers, suppliers and sites right through to customer assets, job history or plant & equipment, we can ensure Simpro is setup the way you need it.

how can we help you?

Contact us at the Consulting WP office nearest to you or submit a business inquiry online.

MO provided us with training and more efficient ways to utilise our software to produce more meaningful reporting. Kelly was amazing! She understood our questions, provided better solutions and was very patient. I can highly recommend her services and we will definitely be using MO again.

Jenny
Access Solutions

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