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.

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  • 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).

  • Hello Eugene,

    Thanks for getting back to me. It would be great if you could tweak the Lite version to include some customisable reporting. I'd basically want it to show number of words/hours/income from specific clients over defined periods, which languages, what countries (mainly whether home (UK) or abroad, rather than a specific breakdown), and whether they are direct clients or agencies, but as long as I have the figures per client, it's not a problem to work the rest out myself.

    Talking to other colleagues who already use the standalone freelancer edition (which I gather isn't offered any more?), I have the impression that it isn't possible to add other jobs that aren't in Studio? While most of my translation work does go through Studio, I do also do editing work for non-native speakers, or direct clients, that doesn't go through Studio, so it would be great to have the option to add non-Studio work too.

    In the meantime, I'll download the trial version and see what I think. It would be good to integrate the functions of translating and project management, I must admit.

    Many thanks,

    Claire

  • Hello Claire,

    Very great details, thank you! We'll discuss with colleagues about reporting and I'll write additional message here.

    Talking to other colleagues who already use the standalone freelancer edition (which I gather isn't offered any more?), I have the impression that it isn't possible to add other jobs that aren't in Studio?

    It was true for previous versions, but not for the last one. Now it's possible to create custom projects and register any additional work which freelancer can do. It is described here:

    https://community.sdl.com/product-groups/translationproductivity/business-manager/w/wiki/5072/project-editing-window

    Also, new release is coming (today or few days), which will further improve working with custom projects. So, it's not an issue anymore Slight smile

  • In the meantime, I'll download the trial version and see what I think. It would be good to integrate the functions of translating and project management, I must admit.

    Hi

    Great post... and this is exactly what we want to see.  We are committed to making this the ideal solution for the majority of freelance translators using Studio.  We don't want this to become the more complex tool it was as it contained too many features that are only useful for the few.  But there are definitley things we can do that would be useful for the many and this is what we need to understand.

    Your feedback matches that of a few other users I have spoken to so we will look at what we can do here.

Reply
  • In the meantime, I'll download the trial version and see what I think. It would be good to integrate the functions of translating and project management, I must admit.

    Hi

    Great post... and this is exactly what we want to see.  We are committed to making this the ideal solution for the majority of freelance translators using Studio.  We don't want this to become the more complex tool it was as it contained too many features that are only useful for the few.  But there are definitley things we can do that would be useful for the many and this is what we need to understand.

    Your feedback matches that of a few other users I have spoken to so we will look at what we can do here.

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