Report Writer

Report Manager lets you delve into the account information which SEDONA CRM and SEDONA MRM has so richly integrated and consolidated for better understanding of your customer base and membership. It walks you step by step through the process of finding information on individuals, households, account mixes, balances, and profitability.

SEDONA CRM/SEDONA MRM arrives with over 75 ready-made reports which provide an unparalleled source of information on day one. Report Manager makes it easy to take these reports and quickly customize them to your needs. You can also use Report Manager to build reports from the ground up.

View the gallery of screens from Report Manager.

Report Manager helps you:

• quickly find and include information on households, individuals, businesses, and accounts.
• easily sort and group information by product, branch, balances, profitability, or any other criteria.
• design dynamic reports that effectively serve as many reports in one.
• build drill-down reports that let you move down through increasing levels of detail.
• share best practices reports with SEDONA users from other banks and credit unions.
• publish reports on a regularly scheduled basis. For example, republish all reports monthly after you update SEDONA from your core system.
• create text reports (rows and columns), charts, and graphs.

Report Manager integrates with other SEDONA CRM and SEDONA MRM modules so that when you are reviewing lines in reports, you can jump to individual and household views in Point of Service, tasks in Process Manager, or campaigns in Campaign Manager. You can use Report Manager to create reports on the profitability information calculated by ProfitPro.

Review the technical information available on SEDONA CRM and SEDONA MRM.
Look through our online demo library.
Contact SEDONA to learn how Report Manager can help you better identify the best prospects for retention, loyalty, cross-selling, and upselling.