Reporting
Reporting and analytics
Turn what the system records into dashboards and reports, with pre-built statements for every module and a builder for the ones you need next.
What the reporting module covers
Everything you need to analyze, visualize, and share your data.
Dashboards
Interactive dashboards drawing live data from every module.
Business intelligence
Drill-down and multi-dimensional analysis across your data.
Trend analysis
Compare periods and project performance from your history.
Custom reports
Build reports with a drag-and-drop designer and saved templates.
Export options
Export to PDF, Excel, and CSV, with scheduled email delivery.
Report sharing
Share reports securely and embed them in presentations.
Reports built from live data
Dashboards read the same records the rest of the system posts to, so a figure in a report matches the ledger behind it.
- Financial and operational dashboards drawn from live data
- Pre-built reports for every module: P&L, balance sheet, AR/AP aging
- Drag-and-drop report builder, no coding
- Scheduled report generation and email delivery
- Role-based access control for sensitive reports
- Charts and tables that read well on any screen
Executive dashboard
Revenue trend+12.5%
JanDec
Net profit
$125K
+8.2%
Outstanding AR
$65K
-5.1%
Inventory value
$234K
+3.4%
Cash position
$448K
+12.7%
Reports for every module
Pre-built reports and dashboards ship for each module and can be tailored to your needs.
FinancialSalesInventoryProcurementPayrollCRM
See your business in one place
See how live dashboards and the report builder work on your data.