Tips #26: Business Scenario for Orchestly's Custom Reports
There are times when some business activities and tasks are required to be managed and tracked diligently. At such instances, you can always create
Orchestly's Custom Reports
where you can drill down the data you actually wish to track and analyze.
Benefits of using Orchestly's Custom Reports
Saves a lot of time and energy. Forget crunching and filtering all the data through spreadsheets.
Tailored for your specific needs.
Various chart types to view and understand the data.
Cindler Bank wants to track and manage specific EMI payments that could not be performed by the customers on time.
Custom reports in Orchestly can be used to track delayed EMI payments with respect to the stage span in EMI related jobs.
Ensure to create the required layouts and blueprints initially. You can then create custom reports based on the data collected from the layouts, and stages of the blueprint.
This custom report helps the bank track jobs and their duration in each stage for the "Cindler-Blueprint" specifically. This helps them track the delay in EMI payment and charge penalty accordingly.
Similarly, organizations can build reports to solve their business problems and gain insights into their work processes. Have you built any interesting custom reports using Orchestly? Do let us know in the comments below!
Visit our help center to get detailed insights in to Orchestly. Explore our Tutorials, Short help videos, and How-to videos to familiarize individual features and onboard faster.
Tip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
Tip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all business
Onboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centric
We’d love to hear your thoughts
Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements. We value customer opinion
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