Turnover, sales, margin, warehouse, purchases and absences. They arrive on their own, at a fixed time, without you having to ask anyone for a report.
Every invoice, order, goods receipt and leave request is already in the system. But to get a meaningful picture out of them, someone has to log in to enova365, set the filters, export the data and put it together into a report.
Automated reports put an end to this for good.
Automated management reports from enova365 are a WIDGET service: we set up the system to send the reports that the management board and department heads need. They arrive by email at a fixed time, with no need to log in to enova365.
We talk to the board and managers about which figures matter most to them and how often they want to receive them.
Tailored to your company: broken down by branch, department, salesperson, product group or business partner.
Daily, weekly, monthly or quarterly. Each report has its own list of recipients.
At the agreed time, with the figures ready. No logging in to the system and no asking anyone for data.
Everyone sees only what they should have access to. The sales director gets sales, the warehouse manager gets stock levels, and the management board gets the full picture of the company.
If the data is in enova365, we can build a report from it. These are the reports companies choose most often. Click to see an example.
Need a report that is not on the list? We will build it to order. Describe what you are looking for.
| Branch | Turnover yesterday | Year on year |
|---|---|---|
| Warsaw | PLN 96,400 | +8.2% |
| Kraków | PLN 51,300 | +3.9% |
| Gdańsk | PLN 36,560 | +6.1% |
Last week's results by salesperson. The full version also breaks them down by customer, product group and branch.
| Salesperson | Sales | Margin |
|---|---|---|
| Agnieszka Wróbel | PLN 412,300 | 24.1% |
| Tomasz Lis | PLN 356,900 | 21.7% |
| Karolina Mazur | PLN 298,450 | 26.3% |
| Piotr Kaczmarek | PLN 187,120 | 19.8% |
Slowest movers: 3 products with no sales for 60 days.
Ageing of overdue receivables
Largest balance owed: Agro-Fol, PLN 63k, of which PLN 41k is more than 30 days overdue.
| Below minimum | In stock | Minimum |
|---|---|---|
| YDY 3x2.5 cable, 100 m coil | 6 pcs | 20 pcs |
| Flush-mounted box 60 mm | 140 pcs | 500 pcs |
| B16 circuit breaker | 18 pcs | 40 pcs |
| 12-way terminal strip | 9 pcs | 25 pcs |
| Supplier | Purchases this week |
|---|---|
| Hurtownia Elmax | PLN 214,300 |
| Kablex Polska | PLN 98,750 |
| Instal-Hurt Radom | PLN 61,200 |
| Absent today | Reason | Until |
|---|---|---|
| Ewa Nowicka | leave | 23 Oct |
| Marek Zieliński | business trip | 22 Oct |
| Piotr Kaczmarek | leave | 26 Oct |
| Largest open quotes | Value |
|---|---|
| Termo-Bud, annual supply | PLN 148,000 |
| Agro-Fol, hall extension | PLN 96,500 |
| Dom Mebli Wójcik | PLN 54,200 |
The service is for companies that run on enova365. Each recipient gets only what concerns their own area.
A daily view of the company's turnover, margin and liquidity. The full picture in one email, before the day begins.
Monthly and quarterly reports without putting the data together by hand.
Results by team, customer and product.
Stock levels, shortages and orders with suppliers.
Who is available today and who is on leave.
The report arrives at a fixed time, regardless of who is in the office.
Accounting, controlling and managers no longer spend time on reports put together by hand.
Everyone looks at the same data, calculated the same way, straight from enova365.
You see a falling margin, growing receivables or out-of-stock goods straight away, not after the month is closed.
Each recipient gets only what concerns their area of responsibility.
The data you already enter into the system starts to give real support to management.
The work is done by the WIDGET team, a partner that knows enova365 from both the technical and the business side.
Start with one or two of the most important reports and expand the package at your own pace. We will prepare a quote after the consultation.
A free conversation about the information you are missing today in running your company.
We prepare the list of reports, their content, recipients and sending schedule.
We configure the reports in enova365 and send the first ones to you for review.
We adjust the layout and scope of the reports based on your feedback.
We keep the reports working after enova365 updates and add new ones as the company grows.
Is your question not here? Call 22 100 36 25 or write to enova@widget.pl.
Updated:
Automatic email delivery of reports from enova365 is configured for you by WIDGET. We agree with the management board and managers which figures they need, build the reports on data from enova365, and then set the schedule and the list of recipients. At the chosen time each recipient receives an email with the finished report, without logging in to enova365 or asking anyone for data.
The management reports from enova365 that companies choose most often are: daily and cumulative company turnover with a year-on-year comparison, sales and margin by salesperson, customer and product group, receivables and overdue invoices, stock levels and goods below minimum, purchases by supplier, absences and leave, and quotes and complaints from CRM. If the data is in enova365, we can also build a custom report from it.
Yes. The enova365 receivables report shows overdue invoices, the ageing of receivables and the customers with the largest outstanding balances, while the warehouse report shows stock levels, stock value, goods below minimum and slow-moving items. The first can go to the finance director weekly, the second to the warehouse manager daily. You therefore see growing receivables or out-of-stock goods straight away, not after the month is closed.
Automated reports from enova365 can arrive daily, weekly, monthly or quarterly. Each report has its own schedule and sending time, for example the previous day's turnover at 7:00, receivables on Monday morning and the quarterly summary once the quarter is closed. The report arrives at a fixed time, regardless of who is at work.
A management report from enova365 arrives in the body of the email or as an attachment, in a format suited to the recipient. The management board usually gets a short summary with the key figures, and controlling gets a detailed table. We agree the layout of each report with you at the design stage and refine it after the first mailings, based on your feedback.
No. Automated reports from enova365 are built on the data you already have in the system and go to an ordinary email inbox. You do not need to buy or implement a separate Business Intelligence tool, learn a new program or log in to enova365 to see the figures. In this way, the data you enter into enova365 anyway starts to support management.
Yes. We design each report from enova365 for a specific recipient and their area of responsibility: the sales director gets sales and margin, the warehouse manager stock levels and shortages, the finance director receivables, and the management board the full picture of the company. The reports are generated in your own enova365 system, and we agree the recipients and scope of data with you, so financial details do not reach people who should not see them.
Yes. We change the scope, layout, schedule and list of recipients of your enova365 reports together with you as your company's needs change. After enova365 updates we make sure the reports keep working, and as the company grows we add new ones. Any report you need but do not have yet can be prepared to order.
The cost of automated management reports from enova365 is set individually after a free consultation, as it depends on the number and complexity of the reports. You can start with one or two of the most important reports and expand the package at your own pace. You can book the consultation on +48 22 100 36 25 or at enova@widget.pl.
Management reports from enova365 are designed and configured by WIDGET, a Warsaw-based authorised Soneta enova365 partner that has been supplying IT systems to companies since 1999. The WIDGET team knows enova365 from both the technical and the business side and runs the whole process: a free consultation, report design, launch, fine-tuning and support after implementation.
Our clients come from a range of industries – we support them with IT and enova365 implementations.
Tell us which three pieces of information you would like in your inbox tomorrow morning. We will show you how to produce them automatically from your enova365.
We will get in touch to arrange a time for the consultation. If the matter is urgent, call 22 100 36 25.
