Jim2 Reports
230+ practical, powerful reports
Jim2 comes with many types of reports commonly run by management and staff everyday.
Reports are "context sensitive" - meaning you only see relevant reports relating to the section of Jim2 you are currently in. E.g. If you are in a quote - you will only see the quote report menu.
Here are some examples of Reports found in Jim2:
- Stock reports such as Stock Valuation, Stock profit and stock back order.
- Top "x" reports such as Top 20 Customers by value or profit or Top 20 Sales items by Quantity or Value
- Management reports for business analysis such as P&L and Balance sheet and Cashflow
- Accounts based reports such as Statements, Aged Receivable an GST reports etc.
- Object and function reports such as Invoices, Quotes, List Reports, delivery dockets etc
- Support Documents such as price stickers, address labels for envelopes, courier-friendly box labels for shipments
All reports can be customised with Jim2’s built in report designer:
Jim2 Built-in Report Designer
One of the most important functions available in any business
software is the reporting function. Businesses use reports in a variety
of ways, and reports should be able to produce useful and relevant
information in an easy to read format. Jim2 gives you the option of
using the report formats we have already designed, customising those
formats to better suit your business or creating your own reports -
using the Jim2 Report Designer function.
Jim2 Report Designer is an entire application in itself - however it
is tied into Jim2 functionally. The reports available within each Jim2
Object or function were created and can be created using Report
Designer. The "portal" to access the Report Designer is Report Explorer
- a "holding area" in effect, where reports are maintained.
Reports themselves are a combination of information and calculations, made available in specific and useful formats:
- Object and function reports such as Invoices, Quotes, List Reports, delivery dockets etc
- Management Reports such as Export Sessions, Stock Profit Reports, GST (accrual)
- Support Documents
Report Designer allows you to produce these types of reports from within Jim2 by combining (programming):
- RAP (Report Application Pascal)
- Specific objects or components to execute events, using your data
- Scripts used to generate data pipelines for use in your reports
Built-in Scripting Engine
- Jim2 fully supports XML recordsets, the core technology uses in B2B and B2C applications
- Jim2 makes extensive use of Microsoft's ActiveX scripting
technology. This provides Jim2 with unparalleled power to be tailored
to specific company and/or industry requirements, and provides the
"glue" to easily tie Jim2 into existing legacy applications or new
technologies as they become available. Scripts or "complete Jim2 Report
datasets" (jrpt files) can easily be imported into Jim2 and instantly
become seamlessly integrated into Jim2 generally or at a specific
object level.
- Scripts can be written in VBScript (Visual Basic), JScript (Java) or DelphiScript (Pascal).
- Jim2 provides an integrated, fully featured with syntax highlighting for the language used.
- Forms related to scripts can be visually designed in Jim2
using standard RAD methodology and component/control event code
automatically hooked in.
- The Stock Profit reports within Jim2 are good examples
complex functions that are entirely scripted. These reports include a
powerful selection criteria form (script form) and create several SQL
queries in order the relevant data and grouping. They even provide cost
estimates for stock sold in advance!
- Seamless interaction with products like Microsoft Word, Excel, Access and Outlook.
- Scripts also allow Jim2 to easily interact with other software.
Definable Options & Setups
The Jim2 Business Engine is supplied as a general business and
financial management tool for the sales and / or service sector. As
such, it is supplied with a set of typical Option Defaults or
management-oriented Options pre-set. Jim2 is designed, however, to work
behind the scenes - taking care of detail for you. To maximise your
software investment, you should "tailor" Jim2 to follow your work rules
and management practices. By setting up specific defaults to suit your
management needs, Jim2 will automatically implement these defaults and
criteria for users to follow. Options are available to tailor your
database are:
- Company structure
- Jobs
- Quotes
- Purchases
- Stock
- CardFiles
- Accounting
- Email
- Retail
The Set-up screens allow you to tailor the Jim2 Business Engine to
suit your specific workflow needs. Set-ups "personalise" Jim2 to
reflect your work practices, and "define" issues as below. Set-ups in
the most part, form the drop down lists available within Object forms -
although you have set general and Object defaults via Options, the
alternate choices available are made via the Set-up Screens:
- Naming Budgets
- Price Levels
- Job Priority
- Job Type
- Labour Type
- Invoice descriptions
- Naming Branch/ Sub Branch & GL Department
- Stock Locations
- Stock Bins
- Payment Types
- Tax Codes
- Stock GL Groups
- Ship Via
- Payment Terms
- Stock Attributes
High level, definable Security
- Security Level or access is identified by Security Groups – each
employee (user) belongs to one Security Group and only has the access
rights to certain areas and functions within Jim2 that have been set-up
for that Security Group.
- Security Groups are identified with a Report Level. When
reports are devised, they are identified by ascending Report Levels -
the higher the number, the more sensitive company information it
contains.
- Security Groups are also identified by their Status Level to limit status (Strict Workflowmovements
- Security Groups are also given a Price Break Movement ranking to limit volume break discounting
True multi-user capability
In developing Jim2 we have focussed heavily on two prime objectives:
- The need to make Jim2 practical to use so that it requires minimal
effort to maintain, is easily deployed and will genuinely assist you in
the day to day work of running a business.
- The need for the software technology itself to be stable and "bullet proof" in terms of reliability and functionality.
Unique 'object locking' technology
Jim2 is a truly scalable multi-user application. Because records are
being accessed and edited across many users, the need to keep data
secure in edit is particularly important. From the ground up, Jim2 is
designed to be used in real business applications. In business or
accounting software where all users are accessing one data source
(database), the risk of corrupting files and losing system performance
is very real. To counter this, other software places limits on user
access that can detract from usability.
Jim2 has been developed with new and unique software technology that gets around these limits.
SQL/MSDE transaction based processing
Technically Jim2 is a proper 32 Bit, multitiered, "thinnish" client
application. What this means to you is that if a "client" machine is
being used to edit or add data, and the client machine crashed or hangs
for any reason, the database remains unaffected.
Internally, Jim2 treats everything as an "object" (a job is an
object, and an invoice is an object etc.) When you start to process an
invoice, all the relevant objects are locked - a database transaction
is started, all the related data is updated or modified, the
transaction is completed, and then all the locked objects are freed.
If you are in the middle of an invoice, it either all happened, or
it did not happen - there is no halfway, no partial data corruptions.
All transactions are handled in SQL server, and controlled at an object
level by Jim Server.
To contact Happen Business, please phone 02 9570 4696 or simply fill in the form below and we will be in touch very soon.