Report Builder

Design reports without SQL and deliver them securely.

Build tabular or visual reports from any module with joins, filters, and calculated fields. Control who can see what, schedule deliveries, and embed reports in workflows.

Use governed data sources so numbers match Finance and operational modules, with AI help to draft queries.

View core workflows Talk to a reporting expert

What you get

A governed, no-code report engine for every department.

No-code builder

Select data sources, fields, joins, filters, and groups visually; add formulas and aggregations.

Governed sources

Use vetted datasets from Finance, Sales, HR, Projects, and Inventory so totals reconcile.

Delivery & embed

Schedule PDF/Excel bursts, embed in modules, and expose via secure links.

Permissions & audit

Row-level security, role-based access, and full change history for compliance.

Core workflows

Build once, reuse everywhere, and keep access tight.

Choose data & joins

- Pick sources (e.g., Sales Orders, AR, Projects) and join visually.
- Reuse saved relationships and filters.

Shape & calculate

- Add fields, formulas, groups, and sorts.
- Apply parameters for dates, branches, projects, or customers.

Preview & validate

- Preview results with sample data and totals.
- Validate row counts and reconciliations.

Publish & secure

- Assign access by role, branch, or project.
- Enforce row-level security and masking.

Schedule & deliver

- Send PDFs or Excel on a schedule to teams.
- Embed reports inside module screens.

Monitor usage

- Track who viewed or exported.
- Audit changes to definitions and permissions.

Need consistent reports without SQL bottlenecks?

Empower teams to build governed reports, schedule them, and keep data secure and auditable.

Book a report builder demo See how reports pull from modules