Switch on when you need it
Report Builder
Pick a category, a subcategory and the fields you want. Save it. Export it.
“Any question I ask takes someone two days and a spreadsheet.”
Instead of: Exporting everything to a spreadsheet to answer one question
Report Builder lets anyone build the report they need without waiting on a developer. Choose a category such as Deals or Invoices, narrow to a subcategory, pick the fields you want, filter and group, then save the report for the team or schedule it as a CSV. Every module registers its own report sources, so new data shows up the day you license it.
What you get
- Category → subcategory → field picker, with categories from every licensed module
- Filters, grouping, sorting and column totals
- Saved reports kept private, shared with chosen roles, or shared with the whole workspace
- CSV export and scheduled delivery
- Report sources contributed automatically by each module
- Row-level permissions respected in every result
Who tends to switch this on
- Owners and managers who want answers without a data team
- Finance and operations staff building recurring exports
- Anyone who has asked for one more column and waited a month
Goes well with
People who switch on Report Builder usually switch these on too.
Finance
Commissions, invoices, expenses and pay periods that reconcile with your deals.
Instead of: A commission spreadsheet and a separate expenses app
Human Resources
The people side of the business, in the same place as the work.
Instead of: A staff-records system and a timesheet app
Projects & Workflow
Projects, tasks and kanban boards with dependencies that actually enforce order.
Instead of: A separate project tool with its own copy of your customers
Ratings & Surveys
Ask every customer how it went, and see the answers next to the deal.
Instead of: A review tool and a survey tool
Vendors & Procurement
A vendor directory, purchase orders and a bid board your suppliers can use.
Instead of: A purchasing spreadsheet and a supplier folder
Inventory Management
Stock on hand, by location, tied to the deals and quotes that need it.
Instead of: A stock spreadsheet and a counting day
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Report Builder with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.