Reporting

Quorum comes with 270+ standard reports that cover many aspects of a service provider’s work. These reports retrieve important information at a click of a button and can provide an instant overview of the status of your clients and your commitments to them.

Key Features:

  • Standard Management Reports: Electronically retrieve data within Quorum in over 270 reports. This feature applies to areas of Quorum such as Contacts, Clients, Companies, Invoices, Timesheets and more.
  • Custom Reports: Modify existing reports or create new ones based on predefined data sources, according to needs.
  • Report Exports: Export any report generated from Quorum in one of the available formats as well as send it as an attachment through MS Outlook.
  • User defined reports shortlist: Bookmark the most frequently used reports in Quorum and shortlist them for instant access.
  • Report Scheduler: Schedule favourite system reports to be generated and delivered as pdf documents directly to email. Each report can have its own scheduling frequency.

We’re now TrustQuay

Microgen has merged with Touchstone Wealth Management to become TrustQuay, the world-leading software provider to Corporate Services, Trust, Wealth and Fund Administrators.

Visit our new website to learn more about the combined business.

Continue on this site for detailed product information on 5Series.

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