Work Flow
Our Working Process
Automatically pull data from 40+ native integrations. Log in to connect a source and get live data in your reports right away with swift automated updates.
Use our template gallery or the "Smart builder" that creates a custom report based on chosen sources. Start with a blank page if needed with extensive customization.
Schedule the report send out to be right on time every time. Share a link to a live report with your clients when necessary, letting them explore the data at any given moment.
Connect your Data Sources
Connect your Data Sources
Create reports in minutes
Create reports in minutes
Effortless report creation, ready-made templates and smart builder. Boundless customization
Use ready-made templates for different use cases, or let our built-in smart tool create a custom template based on picked sources. Want to build reports from the ground up? Start with a blank page and simple widget drag-and-drop.
Automate when and how your reports are delivered
Report delivery automation and live links for your clients to perform real-time monitoring
Save your custom widgets, formulas or reports as templates for the whole team to use. Link multiple reports to a single template to save hours on changing all of them. Structure your clients’ reports by account managers, regions or in any other way with folders.
