How to Plan a Reporting and MIS Automation Project

//How to Plan a Reporting and MIS Automation Project

How to Plan a Reporting and MIS Automation Project

EasyReports is a wonderful tool that can help you in all your accounts related activities. If you have a licensed tally installed in your system, you can use this Business Intelligence (BI) tool for reporting and MIS automation related purposes. BI tool, along with tally integration, can help ease all the account related tasks for any organization. EasyReports is a tool of that kind, which helps an organization organize data and convert them to pre-defined or customized reports seamlessly.

Planning reporting and MIS automation project in EasyReports is very easy and even a layman can do it. The best thing about EasyReports is its friendly UI that is easily understandable.

The first step to plan for a reporting project would be to integrate the BI tool with the tally, so that it can fetch data from Tally and process it as per the specifications configured by the user. A MIS report is the financial statement of an organization that is generated by assimilating expenditures, profits, sales, purchase, inventory, etc. With EasyReports, you can easily parameterize reports without any hassle. The dashboards are visually rich and interactive where you can use even customize it and filter data accordingly.

While you have opened the EasyReports server, you’ll see there is number of options appearing on the left side of the system.

  • Click “MIS & Dashboards” options and there you’ll see the cubes like cost centre dashboards, purchase dashboards (current month/ current year) and sales dashboard (current month/ year). While the cost centre dashboard accesses the total cost of the company, the purchase and sales cubes extracts overall sales and purchase data from Tally to generate effective reports.
  • All you need to do is click on a particular cube and as the dialogue box appears, put the name of the organization and the time span for which you want to extract data for reporting.
  • You can also choose from the custom layout or customize as per your requirements. Later, you can save it for future references and email & print it as per your needs. You can also generate reports in the form of bars and graphs and use it for the presentations.

It is very easy to plan a reporting and MIS automation project in a BI tool like EasyReports. One has to enter the required values so that to generate required financial reports quickly. MIS report generation feature in a BI tool can help an organization set the business goals right. If the organization has extracted data and does MIS report planning for a financial year, it is easy to understand and set achievable goals for an organization.

BI tools like EasyReports can help in tally data synchronization and automate report generation easy.

By | 2018-02-17T06:21:32+00:00 February 17th, 2018|General|0 Comments

About the Author:

Ravi Kedia, founder and CEO of EasyReports BI, started his career as a Business Analyst and worked with companies like Tata Consultancy Services, ITC and Accenture. In the year 2009 he started EasyReports BI with a vision to make analytics affordable and easy to implement for SMEs.

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