Business Manager Lite - any reporting functions for client statistics?

Hello,

I've been using TO3000 for my client statistics years, but have never found it particularly intuitive and now I've moved to a new Windows 10 computer on which I can't get it to work, I'm wondering whether to upgrade or to move to a new program that is more suited to my needs. I'm not unduly worried about the invoicing/quote functions, but I do like the ability to keep client records and statistics over the years, eg number of words/hours/income from specific clients over defined periods, which languages, etc.

I gathered from the SDL Roadshow in London on Tuesday that Baccs has evolved into SDL Business Manager, but when I asked about reporting functions, I was told I'd have to buy the full program (not Lite), which really feels like overkill for a freelancer with very little outsourcing. Hence my question: is there any ability to export client data from BM Lite or would this be something that could be included in the future? It strikes me that all the information is already there. I like the idea of having everything integrated in one place, but really don't need all the bells and whistles (and presumably price - couldn't find online!) that come with the full package.

Many thanks.

Parents
  • Hello, Claire,

    Interesting to see/meet you!

    Could be great question and source for interesting improvements! Taking into account your limited need in advanced management software, I believe right choice here will be Lite. Since it already has all data (volumes, times, etc.), and you don't need more layers here (outsourcing, additional expenses/income, etc.), then it will be logical to use this data.

    Yes, reporting in Team version provides all possible customization. However, Lite version also has some reports, but they are not customizable. I offer you to check existing reports and maybe provide some information what you're missing there. We can then improve reporting part in the Lite plugin and your task could be solved.

    Answering your question about data move, yes, it's already possible. From the Settings screen, just click Export as JSON button on the toolbar. To import data to Team version, version 5.1 is needed, which is still not released (planned for upcoming days/weeks).

Reply
  • Hello, Claire,

    Interesting to see/meet you!

    Could be great question and source for interesting improvements! Taking into account your limited need in advanced management software, I believe right choice here will be Lite. Since it already has all data (volumes, times, etc.), and you don't need more layers here (outsourcing, additional expenses/income, etc.), then it will be logical to use this data.

    Yes, reporting in Team version provides all possible customization. However, Lite version also has some reports, but they are not customizable. I offer you to check existing reports and maybe provide some information what you're missing there. We can then improve reporting part in the Lite plugin and your task could be solved.

    Answering your question about data move, yes, it's already possible. From the Settings screen, just click Export as JSON button on the toolbar. To import data to Team version, version 5.1 is needed, which is still not released (planned for upcoming days/weeks).

Children