Goldmine Ad hoc Reporting Software, Dashboards | Stonefield Query – Reporting Software

Stonefield Query for GoldMine provides a step-by-step method to create professional reports from GoldMine. Anyone can create detailed reports, high level overview, drill-down/drill-through, charts/graphs, pivot tables, and more in minutes not hours.

Stonefield Query for GoldMine has been customized for GoldMine and can report on native GoldMine fields, custom tables, and custom fields.

Compatible with the latest version of GoldMine and earlier.

Quick Report Creation Time

Use Stonefield Query for GoldMine to create reports quickly and efficiently. The reporting process is adding the information for the report, narrowing down the information through filters/exclusions, sorting, and finally defining who has access to the report.

Sample Reports

Comes with 66+ reports that can be run or used as a starting point for report design.

Schedule and Automatically Deliver Reports

Automatically deliver reports via e-mail, file, or printer.

Filters and Exclusions

Filter parameters allow you to narrow down your results without programming. A filter example would be All Users with Closed Opportunities or Sales in the last 30 days. Exclusions allow you to report on things that are not recorded in GoldMine. An example would be all Contacts that have not been Called in the last year or All Contacts that do not have an Opportunity/Forecasted Sale in the last 60 days.

Multiple Database Support

You can run reports on more than one GoldMine database.

Quick Reports

Create detailed reports and know what is happening with prospects and clients. Analyze opportunities /Forecasted Sales and learn why they closed or were lost. Scan through the history and read the details quickly to determine how to prioritize calls and more.

Excel Pivot Table Reporting

With Stonefield Query for GoldMine a Cross Tab Report can be sent to an Excel Pivot Table with the click of a button for extended data analysis.

Charts, Graphs and Dashboards

Create bar, graph, line, area, and pie charts as well as series charts and graphs. Dashboards combine multiple charts into one consolidated view of your data. Zoom in and out on the dashboard, update individual reports manually, and output the dashboard to file.

QuoteWerks Reporting

Report on QuoteWerks quotes from inside Stonefield Query for GoldMine.

 

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