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Sales Reporting System


The client is a large Investment management company based in New York, USA.


This system manages their investment reports.

Project Description

The project has the following features:

  1. Sales Reports Grouping by State, City, Channel, Group Name, and Strategy
  2. Search Function – Search Based on State, Contact Person, etc. 

  3. Export Data in Excel and PDF formats

  4. Automated Data Import

  5. Dynamic Filters

Technical Highlights

Integration With Other Systems

Integration with MySQL database.

Plugins & Special Features

Offline sync with server database.

Team Size

[1 TL + 1 TM + 1 Tester]


The system can be used on the following platforms:

  1. Desktop

  1. iPad

  1. iPhone

Development Platform

FileMaker 12

Deployment Platform

FileMaker Server 12 – Windows Server 2003 R2 SP2 * (32 Bit) Dual Core CPU 

# Of Users

a. Desktop – 15 users

b. iPad – 10 users

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Skills Used:
FileMaker 14
FileMaker Server
Offline Access
Financial Services