Business Intelligence — Reports and dashboards on live data from every module
Build reports from the fields you choose, pin them to dashboards, and download business reports as Excel or PDF — all on top of the same live data every module writes to.
Everyone works from the same numbers, updated in real time, without exporting to spreadsheets or waiting for month end.
- Report builder: pick the source, grouping and metric
- Bar, line, pie, KPI and table views
- Real-time dashboards
- Report Center: printable reports with your filters, totals and saved templates, as Excel or PDF
- Data from every module in one place
- Live Data Dump: an Excel file that refreshes from your live data