Reports – Docmo

Produce better reports with less effort.

Stop wasting time with manual customizations and double data entry.

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for Windows operating systems.

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HIPAA Compliant. No fees.

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Features

Populate calculations, charts, lists, tables, and images from Excel or any other app.

Prepare custom templates instantly.

Connect to any app.

Reactive workflows. Conditionally exclude sections.

folder_open

Create + name files and folders.

Add input forms and questionnaires.

Professional customizations, configuration.

Compose emails with attachments.

Lightweight. Start small and scale naturally.

Noninvasive. No migration.

For Small and Midsize Businesses

Productivity

Turn hours of work into minutes. No more double-entry. Pull data from any app.

Quality

Reports produced with Docmo are professional, complete, and correct.

Reactive Workflows

Choose which templates, calculations, and verbiage are necessary.

For Enterprise Businesses

User Adoption

Starting with Docmo is easy. It lives behind your existing processes and behind Microsoft Office products.

Governance and Control

Ensure current templates, calculations, and data are used.

Easily revise previously prepared reports.

Security

HIPAA compliant. Your data never leaves your servers.

Metrics and Tracking

Log reports generated, revisions, user volume, etc.

A typical workflow...

Refresh current data.

Calculations, lists, charts, etc. will be instantly updated, too.

Make a few selections or entries.

Include or exclude scope items. Enter details like project name.

Press "Generate Reports."

The right template is chosen, and the right content is populated (or removed).

A typical configuration...

Identify template files.

Or start with an already prepared report.

Locate pertinent data from other apps.

Names, numbers, charts, etc.

Point data into the template.

"Chart goes here... name goes here..."

(Optional) Build conditional workflow logic.

Excel formulas dictate which calculations, templates, etc. to use.

Trusted by...

Nancy Tran

Director of Sales

Nemko USA in San Diego, CA.

"Docmo has really increased how many quotes we can get out in any given week. And now, I know they're all going to be correct. I absolutely love it!"

See the case study.

Jeff Smith

Business Dev. Manager

Tarsco (of TF Warren) in Houston, TX