Reporting

MasterMine 9 now available - the easiest & quickest way of getting great looking reports out of your GoldMine

Version 9 improves your GoldMine management in a number of ways: better data security options; easier sharing, workbook organization and retrieval; and smoother passing of data into and out of GoldMine. There's much more, including new templates and of course boring stuff like Excel, Windows and GoldMine compatibility updates and bug fixes. The improvements to MMUpdater alone are well worth your focused attention!

Mastermine 9

More Compatibility

- GoldMine 2016 and 2017 guaranteed;
- Microsoft Excel 2007 through 2016;
- Windows 7 through 10;
- Availability in Hosted GoldMine environment (Cloud Jumper), BYOL or subscription;
- Compatibility with 64-bit Excel for MMUpdater users


New MMUpdater features

- Create sub-records: Additional Contacts, Details, Pending, History;
- Create notes records;
- Better manage existing sub-records like e-mail addresses, websites


Report Management

- Launch Search;
- Favorites section


Easier Report Transport & Sharing

- Snapshot to Archive;
- Import from non-MasterMine sources;
- Export to non-MasterMine Excel, PDF, or CSV


Find Templates Easier

- Treeview access to templates by function;
- Reorganized and enhanced toolkits for: Database Analysis, GoldMine Maintenance, Sales Activity Tracking, - Forecasting & Sales Tracking, Opportunities, Marketing Segmentation & List Management, Account Analysis


Enhanced Security Features

- Lock filter fields (i.e. USER);
- Master user license management

 

New & Improved GM Management Templates

- Notes Tab reporting;
- E-mail address error correction;
- Record Curtaining Management;
- Duplicate checking and correction;
- E-mail Inbox Tree by User;
- Log-based reports: Records Added, Records Deleted, User Log Report;
- Call Report with Last and Next Call Info;
- Refined Contstant Contact and IntelliClick Reports

For more information on MasterMine or MasterMine upgrades, please contact Wizard Systems.


A new free reporting tool for GoldMine ! Microsoft Power BI

Microsoft Power BI is a free reporting tool which can be used with GoldMine.  If you want an alternative to Crystal Reports, this could be the solution for you!

Microsoft Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. Stay in the know, spot trends as they happen, and push your business further.

In less than five minutes you can start creating personalized dashboards and reports on your data using natural language and drag-and-drop gestures to find answers to your most important questions.

Microsoft Power BI Desktop
With the Power BI Desktop you can visually explore your data through a free-form drag-and-drop canvas, a broad range of modern data visualizations, and an easy-to-use report authoring experience.

Microsoft Power BI Mobile
Access your data anywhere, anytime. These native apps provide live, interactive, mobile access to your important business information.

And there is now a Windows 10 app!

Connect to what matters to you with Microsoft Power BI
GoldMine, Excel spreadsheets, on-premise data sources, streaming data, and cloud services: Power BI integration brings together all your data so you can start analyzing it in seconds. Currently 59 integrations are configured. Including GoldMine, Google Analytics, MailChimp, SalesForce, Facebook, Zendesk and many more.

Wizard Systems offer full training on the system and Power BI is free !

Below is a sample report created based on GoldMine data...

Dashboard with interactive map