Why it helps
Anything you can see, you can take with you. Reports and dashboards export to PDF or Excel, and documents generate from templates with the customer, project or employee details merged in — so a number never has to be retyped into a letter or a spreadsheet.
If you can see it, you can take it with you.
How EngiiCore does it
- Export reports and dashboard views to PDF or Excel.
- Generate documents and spreadsheets from templates with fields merged in (customer, project, employee, pipeline, contractor).
- Take a clean copy out without re-keying figures by hand.
Good to know
Included from the Regular User licence up.