Let your own people pull any list without asking a developer.
Report Builder lets your own people pull a list without asking anybody. Pick the records, choose the columns, set the filter and save it with a name. It might be sales by item for one branch since April, or customers who have not ordered since the last festival season. It goes to Excel or PDF, and the saved report is there next month.
Standard reports answer standard questions. Real questions are odd ones: which dealers bought cement but not steel, which patients missed a follow-up, which tenants have paid rent but not the electricity share.
A builder answers those without a developer. Choose fields, apply filters, and save the result for the next time somebody asks.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- Asking accounts for a list each time
- A monthly sheet rebuilt from exports
- Forwarded Excel files with unclear versions
The problems this is meant to ease.
What report builder does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
List the reports people ask for
You share the requests that come to accounts. You get a note of which become saved reports.
Choose the records and fields
Fields are named the way your staff say them. A sample report is shown to confirm.
Build with the users
A few staff create a report each on the trial. You hear where the filters feel awkward.
Set who runs what
Rights to create, run and export are fixed. Each person tests a login.
Schedule the regular ones
Reports that repeat are scheduled to email. Old sheets are retired once the output matches.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Reports requested from accounts against reports run by users
- Saved reports used again after creation
- Scheduled reports delivered on time
- Exports taken, by user
- Reports whose totals agree with the books
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Dashboards and KPIs
- Finance and accounting reporting
- Roles and permissions
- Excel
Products that include it.
How we would put it in.
Questions owners ask about report builder.
Will our staff manage to build reports themselves?
One or two of them will, and that is usually enough. In most offices a single person becomes the one who makes reports for everybody, and we train that person properly and do not pretend the whole team will learn it.
Can a report show figures the person should not see?
No. A report can only reach records the person is already allowed to open, so margins and salaries stay behind the same walls. Export rights can be restricted separately.
Is this needed if we have dashboards?
They do different work. A dashboard answers the same question every day. A builder answers the question nobody expected, which is the one that matters when a quarter has gone badly.
Is it not simpler to export everything to Excel?
For a small business, often it is, and we would say as much. Exports stop working when the file is too large to open, when the figures must agree with the books, or when four people are each keeping their own copy.
What shapes the price of a report builder?
The records it can reach and the count of users shape the price. Scheduling, export formats and the rights model add effort. You see the cost of report Builder piece by piece, because the quotation lists the work in separate lines. Scope sets the figure.
What affects how soon people can build reports?
How well the underlying records are kept affects it. A release with the field picker, filters and Excel output can come first. Your side is the list of reports and the rules on who may see which; the schedule comes in the proposal. Messy records slow it.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle report builder today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements