Simpro BI Reporting

Custom Built Reports on Dashboards

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.

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.

Modus Operandi have helped us to personalise simPRO for our individual business requirements. Kelly and the team know everything there is to know about simPRO, they understand how real businesses work and they know how to implement a process or workflow to make it work. The strategy days we have had with Kelly are brilliant investments have always paid us back in saved time and money over and over. Kelly and the team are always so responsive to extra questions we have over email as well I could not recommend them more highly.

NDF Group

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