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Reports

Build the report you need—without exports. Stop Exporting Data. Start Analyzing Insights.

Drag-and-drop fields across modules; schedule, share, and export.

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Cross-module data model
Unified data model spanning Finance, HR, and Operations for comprehensive reporting.
Cross-module data
Custom filters, groups, pivots
Flexible reporting with custom filters, grouping, and pivot table capabilities.
Custom filters
Schedules & delivery (email/Slack)
Automated report scheduling with delivery via email or Slack channels.
Scheduled delivery
PDF/CSV/Excel exports
Export reports in multiple formats including PDF, CSV, and Excel for easy sharing.
Export formats
Drill-Down Capability
Click any metric to instantly see the underlying GL transaction detail.
Drill-down
Pre-Built Cross-Module Reports
Generate pre-built reports merging HR, Finance, and Operations data.
Pre-built reports

How it works

1

Pick a dataset (finance, HR, ops)

2

Drag fields & filters

3

Preview, save, schedule

4

Share or export

Outcomes

Upgrade your operations

Run finance the way modern companies are supposed to.

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