Automated reports

Raise your hand if you love reporting. Hey, you in the back, lower that hand. Nobody "loves" reporting. But, now at least there is a way to make it a lot easier.

There are many people affected by the work that we do in sales, and the outcomes we produce (and even worse, when we fail to produce). The need to know what's happening on the sales side comes all the way from the board room down to the warehouse or construction site

So reporting is naturally important. This is how we communicate how we are progressing towards our expected results. Annual revenue. The forecast for Q2. How many widgets we expect to be prepared to ship next month. And so on.

Previously, it's been a little bit too complicated to get these reports out of Membrain. For example, while you could create a filter and export the sales project list. The data fields you chose to bring out of Membrain remained the same until next time. Great if you only export one specific report, but cumbersome if you have a few different setups. The fact that you manually needed to do this also affected how accessible this information was in reality.

For these reasons we implemented the capability to set up automated excel reports to make this whole thing a LOT easier.

For more information on automated reports and how to get started, please read this helpful article in the Membrain Help Center.