Custom Report Development
We offer multiple high-caliber report developers trained in both Crystal Reports and SQL Server Reporting Services (SSRS). We focus our development on Vista™ by Viewpoint.
Our custom training is tailored to fit your process workflow and immediate business needs. We won’t suggest a training if we don’t think you need it.
We’ve worked with Viewpoint Software for more than seven years because we believe in what the software can provide the customer. We also understand that every customer is industry specific, therefore we undertake a holistic approach when implementing Viewpoint modules and offer training on relevant portions of Viewpoint.
Our process consulting offers an avant-garde approach to the way you are currently running your business. We diagnose pain points, verify how it relates to the company vision as a whole and develop a plan of action with our proven industry expertise.
Whether you need a new software to play nicely with Vista™ by Viewpoint, or you just need your software to work around your process instead of working around it, we can help. From stored procedures to triggers to custom forms & imports, we create and maintain detailed customizations.
Technical Customizations and Integrations
Frequently Asked Questions
1. How do I get started on my Tech Service needs?
Simply give us a call or drop us a line at email@example.com. Give us a quick description of report, implementation, or customization that you need - If you can send us an example of what you're looking for that's even better! Once we receive your request one of our Tech Coordinators will give you a call to determine your needs and scope out the work . We'll send you a formal Work Order to review and sign. This work order specifies what we do and how much we will charge. Once you've approved the work order, we'll get started!
Depending on the project, we'll provide either flat-rate or hourly quote.
2. What systems do you need access to to do my work?
Implementations: We'll need full administrative access to your accounting system, and at least select permissions on the SQL server.
Reports / Customizations: We'll need access to Report Titles and Report Security in your accounting system, and "select", "create procedure", and "create view" permissions on the SQL server. In order to test accurately, we often need full permissions in your accounting system, or at least for that portion of the system we're working on.
3. When will my report or customization be done?
We take pride in knocking things out quickly. The Work Order will give you a date for when you can test the report or customization. Note that this doesn't mean that the report will be done--in fact, most of the time we find that once customers see the rough draft they want to change things, and we want to accommodate that as much as we can.