rapid moneytree


We appreciate that each manager will have different reporting requirements and that these will evolve over time, so while Moneytree contains a number of canned reports our emphasis has been on making the data contained within Moneytree available to other reporting tools so that users can customize their own reports.

If the manager currently utilizes a company wide reporting tool then they can connect this to Moneytree: we use SQL server as a database and are happy to provide a database schema. Alternatively there are facilities within Moneytree to filter records and then export the results to Excel where the results can be manipulated further or imported into another package. And finally Rapid has their own separate reporting package which is ideal for ad-hoc reports, allowing a user to drag and drop the required fields into a template.