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.
SUB-MODULES
Point-and-click builder across CRM, tickets, invoices, projects, devices, HR and more.
Reports that run themselves and email the right people on a schedule.
Drop live charts onto your dashboard with the same query engine.
Pre-built KPI dashboards, with industry benchmarking on Enterprise.
MODULE CONNECTIONS
Data flows between modules automatically — no manual exports, no copy-paste, no middleware.
QUESTIONS
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.
Reporting & Analytics covers Custom Report Builder, Scheduled Reports, Dashboard Widgets, Insights & Benchmarks. Point-and-click builder across CRM, tickets, invoices, projects, devices, HR and more.
Reporting & Analytics is included in the Professional, Business and Enterprise plans. Every plan starts with a 30-day free trial. See the pricing page for current prices.
Yes. Reporting & Analytics runs on the same database as every other Plenix Cloud module, so it shares records with Accounting, Ticketing, CRM, HCM without exports, imports or third-party connectors.