Real-time access to business-critical data is fundamental to any sales and marketing operation. The web-based report module, powered by Microsoft Reporting Services, gives users access to all data within the system via a simple-to-use interface that takes users through a step-by-step process from report criteria to output style and scheduling options.


This intuitive process allows for the quick and easy configuration of both ad hoc and scheduled reports by email or XML, which serve senior managers who may need real-time reporting via their mobile devices.

Data Manipulation – information at your fingertip

With tools to manipulate data, produce reports for financial information and extract details for marketing purposes, the standard tool set delivers everything required to make the most from the centralized CRM repository.

The Query Builder is a flexible tool capable of sorting the database to identify customers for marketing activities such as direct mail and email campaigns. The Query Builder is also capable of generating a specific list of clients to be extracted from the system. With real-time integration to MailChimp and dotmailer, communicating with customers has never been easier.


SRO includes a wide array of standard reports that summarize event or operator sales and customer activity.

If a specialized report is required, it can be set up using the Report Wizard and can be scheduled to run at a specified time and delivered to specified recipients. Customer data and queries can be viewed and shared in colorful dashboards and a variety of report styles and charts.

Set up visually-oriented executive dashboards to give the entire management team and board of directors a dynamic snapshot of sales and membership progress.