What Is a Reporting Cloud Service?
A Reporting Cloud Service is a service that allows users to create and manage all forms in one place.
Companies, organizations, and sole proprietors use this service to create and manage invoices, delivery slips, and other forms. Due to the impact of legal changes, forms can now be managed as electronic data instead of the traditional paper form.
Reporting Cloud Services are expected to facilitate the management of forms and data, thereby improving work hours and reducing costs.
Usage of Reporting Cloud Services
Reporting Cloud Services are used to streamline the creation and management of all kinds of forms, such as quotations, invoices, delivery slips, and payment details. They are widely used by large companies to small and medium-sized companies that handle the above-mentioned forms.
The use of the cloud makes it possible to keep the software up-to-date without the need for an in-house server. Companies that want to reduce the extra burden on their staff to manage forms in data, for example, are increasingly adopting the cloud services for forms.
Principles of Reporting Cloud Services
Reporting Cloud Services consist of functions for creating, converting, managing, and sharing forms, etc. Since the service is based on a web browser, there is no need to purchase or install special software.
The advantage is that these functions can be used simply by accessing the service from a web browser, so they can be accessed on the go.
1. Report Creation Function
The report creation function allows users to create reports using templates. There are various types of templates available, and using a template that matches the type of form will help reduce man-hours spent on form creation and unify the management format.
There is also a function that automatically adjusts the layout for printing. Since the functions provided vary depending on the cloud service, it is important to clarify the necessary functions in advance.
2. Report Conversion Function
The report conversion function allows Excel and Word files to be converted to PDF, which has the advantages of preventing falsification, simplifying email transmission, and reducing data volume.
3. Management and Sharing of Forms
The report management/sharing function allows history and search of saved reports and sharing with multiple users. Folders can be sorted in the same way as on a PC, and permissions can be set by department or position (e.g., editable, read-only, etc.) for more precise management of forms.
Search can be performed not only by file or folder name, but also by the wording of the contents of the form.
Other Information on Report Cloud Services
Storage of Ledger Sheets
The term ledger sheets is an accounting term that refers to books and vouchers. Until now, ledger sheets and documents were basically stored in paper form, leading to complicated accounting data management and difficulties in securing management space.
In the event of a tax audit, the requested forms had to be clearly indicated, and efficient execution of form data management has been required. However, with the ongoing digitization of the economy and society are usually permitted to be stored as electronic data.
Amid such social changes, it has become standard for ledger sheets to be stored as electronic data, and the use of ledger sheet cloud services is progressing. Large volumes of forms data can be managed in the cloud, processed at high speed, and data can be created and sent as needed.
In addition, monitoring and maintenance systems have been established as a security measure in case of emergency, and consideration has also been given to backup systems in the event of a natural disaster.