Reports & Dashboards
Reports built by the people who need the answer, laid out on dashboards that read from the live records — so nobody is waiting on a spreadsheet that was right yesterday.
A claims dashboard: each element is a saved report, placed on the twelve-column grid the dashboard builder uses.
Your own people build them
Pick the object, drag in the columns, set the filters and save. A report is a thing an administrator makes in an afternoon.
Charts come from the report
A report carries its own chart settings, so the bar, line, pie or gauge on a dashboard is the report itself, drawn.
Arranged how you want
Charts, data tables, progress bars, period comparisons and text blocks are dragged and resized on the dashboard's grid.
Live, not last night's export
Every element reads the records themselves, so what a manager opens at four is the state of the book at four.
Where you'll use it
Why we like this one
Reporting is where most systems quietly hand the work back. The data goes in, and getting a number out again means an export, a spreadsheet and somebody's Tuesday. When the report is built on the records themselves, the question and the answer stay in the same place — and the answer is still right tomorrow.
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