ACE provides users with a core set of report queries accessible through the Reports menu. These reports enable basic reporting on various topics.
Note
While Core Reports offer commonly requested data, they are not customizable beyond their existing functionality.
Access to Core Reports is permission-based, allowing users access based on their assigned roles within ACE.
Available Core Reports
Core Reports are organized into submenus:
Accounting
Agents
Clients
Company
Salesperson
Users
Worklist Summary
Report Output Format
ACE offers multiple output formats for reports, each serving specific purposes:
Output Format | Details |
|---|---|
HTML | Reports are presented in a web-based format, allowing users to click links within the report to dive deeper into the data. The blue-font text signifies clickable links, accessible to users logged into ACE with appropriate permissions set by the ACE administrator. |
Reports are generated in PDF format, ideal for producing final and printable documents. | |
CSV | Reports are exported in CSV format, suitable for functions requiring data in CSV file type. |
EXCEL | Reports are generated in XLS format, offering compatibility with Excel Applications. |