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Reporting & Analytics

Build any report, schedule it, and get board-ready dashboards — no data team needed.

A no-code report builder over every module in the platform. Pick a data source, choose columns, filter, group, and chart — then save it, schedule it to land in an inbox, or export to CSV. Live dashboard widgets turn the numbers into a picture the whole team can see.

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4
Sub-modules
4
Module integrations
24
Features

SUB-MODULES

Everything inside Reporting & Analytics.

🧱

Custom Report Builder

Point-and-click builder across CRM, tickets, invoices, projects, devices, HR and more.

  • ✓Choose from 8+ whitelisted data sources
  • ✓Columns, filters, group-by, and sort
  • ✓Aggregations (count, sum, average)
  • ✓Save and re-run reports
  • ✓Share reports with the team
  • ✓No SQL or spreadsheets required
📬

Scheduled Reports

Reports that run themselves and email the right people on a schedule.

  • ✓Daily / weekly / monthly schedules
  • ✓Recipient lists per report
  • ✓CSV or PDF delivery
  • ✓Enable / pause per schedule
  • ✓Delivery history
  • ✓Cron-driven, timezone-aware
📊

Dashboard Widgets

Drop live charts onto your dashboard with the same query engine.

  • ✓Bar, line, and value widgets
  • ✓Auto-refreshing live data
  • ✓Group-by and timeframe controls
  • ✓Per-user dashboard layouts
  • ✓Drag-and-drop placement
  • ✓Auto-generated widget descriptions
🎯

Insights & Benchmarks

Pre-built KPI dashboards and industry benchmarking with a consent model.

  • ✓Executive KPI overview
  • ✓Trend charts over time
  • ✓Industry benchmark comparison
  • ✓Consent-based anonymised data
  • ✓Profitability drill-down
  • ✓Exportable board packs

MODULE CONNECTIONS

How Reporting & Analytics connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

📈Reporting & Analytics
📊
Accounting← receives from

Financial reports pull from the ledger

View module →
🎫
Ticketing← receives from

SLA & CSAT reporting from ticket data

View module →
🤝
CRM← receives from

Pipeline & win-rate dashboards

View module →
👥
HCM← receives from

Headcount & payroll cost reporting

View module →

Explore related modules

📊Accounting & FinanceFull double-entry accounting — no external bookkeeping software needed.STARTER →🎫Service Desk & TicketingSLA-driven tickets that resolve faster and bill automatically.STARTER →🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →👥HR & Human Capital ManagementFull HR from hire to retire — payroll, leave, training, and succession all in one place.BUSINESS →
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