The BirchStreet application suite includes over 110 separate pre-packaged reports. These reports cover every part of our application suite including reports to analyze purchasing history and trends, accounting and budget information, inventory values and transactions, recipe and recipe costs information, accounts payable transactions, system usage, supplier activity as well as user rights and business rule administration.
Furthermore, each report can be customized. With the proper security rights, users can access BirchStreet’s Report Configurator to create and save personalized versions of the pre-packaged reports. The Report Configurator allows users to specify which columns to include and how the report should be sorted and subtotaled. It also allows you to setup data filters to restrict the report’s scope for slicing and dicing. A number of output formats are also supported including standard HTML, CSV or an Excel spreadsheet.
Once the configuration is complete you can name and save your custom report for future use. You can also schedule the report on a recurring basis (daily, weekly, monthly, etc.) and specify a specific time of day for the report to run. The system will run the report automatically according to the specified schedule and email it to you. If you want the report to go to a distribution group you can specify this as well.
Many users create and run their own custom reports, but if you want some help the BirchStreet Professional Services team can create custom reports for you. They typically create a number of customized reports for our customers as part of the implementation phase. We have an entire library of them. They can be packaged into bundles and copied to users across the properties based on security role.
The reporting engine is also integrated with BirchStreet’s multi-company security access model. Most users have access to one property, but others (administrators or corporate users) need access to multiple properties. The multi-company architecture of the BirchStreet platform make this easy to setup. And our reporting engine takes advantage of this by restricting the scope of each report to the properties the user running the report has access to. If a user has access to 10 properties the widest scope they can report on is those 10 properties. If a user has access to just one property they can only report on or view data from this one property.