Reporting & dashboards — your numbers are already written

Every area has its dashboard, every routine question has its report, and the file comes out in one click.

Reports aren’t built here: they already exist, organised by area, waiting for you to pick the period and the format. The home dashboard opens your session on six indicators, and each one opens in turn onto the list behind it.

  • Six indicators the moment you sign in
  • PDF, Word, Excel or CSV
  • Every number opens onto its list
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Nothing to build between the data and the file.

What a number you have to assemble costs you

The report lands after the decision it was meant to inform.

  • The number gets built in a spreadsheet

    You export three lists, paste them together and format the result. The next day the question comes back about a different month, and it all has to be redone.

  • Two people, two numbers

    Sales and finance quote two different figures for the same month. Nobody knows which extract was the right one, or what day it was taken.

  • The indicator won’t open

    The tile shows an outstanding balance. Finding out which invoices make it up means a second search, on another screen, with the same filters to set again.

What you get without building anything

Five families: the catalogue, the three kinds of report, what you set before you generate, the dashboards, and the places reports are already waiting for you.

The report catalogue

Organised by area, searchable by name, each with its description and its formats.

  • Customers and prospects Contact profile, contact list, lead list, lead conversion.
  • Sales Pipeline, quotes, orders, delivery notes, performance per salesperson, team activity.
  • Invoicing and collections Invoices, customer aging, payments, invoiced revenue, document flow.
  • Purchase Business+ Orders, goods receipts, supplier invoices, supplier aging, spend analysis, vendor performance.
  • Projects Business+ Project profile, project report, task tracking, resource plan.
  • Stock Business+ Valuation, aging, lot traceability, turnover, fill rate, count variances.

Three kinds of report, not one

The catalogue doesn’t produce a single object, and each kind is asked for differently.

  • The list report A list filtered over the period: quotes, orders, invoices, payments. PDF, Word, CSV or Excel.
  • The profile One contact or one salesperson in particular, over the period or over all time. PDF or Word.
  • The dashboard export One area’s dashboard, over the period you chose, as an Excel workbook.

What you set before you generate

A report takes four choices, not four screens.

  • The period Presets up to the year, your own two dates, and for a profile the whole history.
  • The format PDF, Word, Excel or CSV, depending on what the report can produce.
  • A search and an order The document covers only what you were looking for, in the order you chose.
  • Your language and your timezone The document comes out in the workspace language, on the workspace clock.
  • The file arrives straight away No queue, no email to wait for.

The dashboards

Laid out in advance, filterable, and built to be opened.

  • The home dashboard It belongs to no module and needs no setting up.
  • Customers, sales and invoicing Each module opens on its own, with its own filters.
  • Purchase, stock, catalogue and projects Business+ The same screen, on the same rules, inside each of those modules.
  • Filter, then compare The period you chose against the one before it, or the same one last year, on every chart.
  • Export the board as you filtered it PDF, Excel or Word, carrying the current filters and comparison.

Where reports are already waiting

The catalogue isn’t the only route in, and rarely the shortest.

  • The Reporting module The full catalogue, and the history of everything generated.
  • The Reports screen on the home module The catalogue and the latest runs, without leaving home.
  • From the invoice list The aging report goes out carrying the filters and the search you just applied.
  • From stock Business+ The inventory reports have a screen of their own inside the module.
  • The history Every run is recorded: the report, the format, the person, the date.

Three things these screens do that a spreadsheet export doesn’t

The number opens onto what makes it

A dashboard you can’t open forces the search to happen somewhere else. Here the indicator is a way in: you click the overdue amount and the list of the invoices behind it opens, already filtered.

Depending on the indicator, the click either pushes you to the module’s list or opens a window on the rows where you stand. Either way you start at the number and arrive at the document, without setting a single filter again.

From the number to the document, with no second search.

The compared period, on the same screen

A number on its own doesn’t tell you whether it is good. Turn comparison on and every chart carries, beside the period you are looking at, the period before it or the same period last year.

You set the comparison once and it holds for the whole screen, filters included. The export reproduces exactly the state you had in front of you.

The report leaves with the filter you were looking at

The aging report is the one people ask for at the worst moment: a customer disputes an amount and it is needed on that customer alone, now. From the invoice list it generates with the filters and the search already applied on screen.

You don’t start again from a blank report and re-filter it. What you see is what comes out.

What you read the moment you open it

The home dashboard belongs to no module and opens for everybody.

On the home dashboard

  • Revenue for the period
  • Unpaid invoices
  • Overdue amount
  • Pipeline value
  • Open quotes
  • Open orders
  • The trend on each, over the chosen period

A few reports from the catalogue

  • Contact profile
  • Lead report
  • Lead conversion
  • Pipeline report
  • Salesperson performance
  • Quote report
  • Order report
  • Customer aging
  • Payment report
  • Invoiced revenue

What you set up

Very little: the catalogue is ready on day one.

  • The inventory report pack Business+

    Eight stock reports join the catalogue once the pack is running.

  • The sales-team reports Switch on

    They appear in the catalogue once sales teams are running.

  • The workspace language and timezone

    They decide the language of the document and the clock it shows.

  • How the catalogue is organised

    Reports filter by area and search by name.

Questions people ask us

Can I build my own report?

No. The catalogue is made of reports written in advance, which you frame by period, search and format. A custom report builder exists in the product and is open to no plan today: it is listed further down, with what is still to open.

Can a report reach me by email every Monday?

No. Not today: reports are asked for and the file arrives straight away. Scheduled delivery is part of what is still to open.

Can I compose my own dashboard?

No. The dashboards are laid out by area; what you choose is the period, the filters and the comparison. Composed dashboards are listed further down.

Can I get back a report I generated last month?

The history keeps the record of every run: the report, the format, the person and the date. To get the document itself, ask the catalogue for it again over the same period — the set-up is four choices.

What language does the document come out in?

In the workspace language, on the workspace clock. The same report comes out in French, English or Arabic depending on who asked for it.

What about reports for modules I don’t have?

The catalogue lists the reports for every area. The ones that read a module your plan doesn’t include come out empty: it is the module to open, not the report.

Can I get the raw data out?

Yes. Document reports also come out in Excel and CSV, and dashboards in Excel.

What isn’t open yet

The product holds an analytics platform wider than this catalogue. Its screens exist, no menu leads to them and no plan unlocks them, so they are listed here rather than sold. No date is announced in advance.

  • The custom report builder Choosing the measures, the groupings and the filters yourself, then saving the analysis.
  • Composed dashboards Assembling your own blocks and sharing them with the team.
  • Scheduled delivery by email A report that goes out on its own, at a chosen rhythm, to a list of recipients.
  • Threshold alerts Being told when a number crosses a limit, without opening the screen.
  • Report templates Saving a set-up so it can be replayed as it stands.

Open the catalogue instead of the spreadsheet

The reports already exist: the period and the format are what is left to you.

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