Reports & export

Analyses that go out

What's visible in the dashboard can also be given out as a report — for accounting, management, external partners or the archive. Data thus doesn't stay trapped in the app but lands where it's needed.

Formats & content

Downloads as CSV for further processing in spreadsheets or as PDF for sending and printing — with exactly the fields, filters and period you need. Extensive reports the app computes in the background and provides as soon as they're ready, without blocking the interface.

Scheduled & automatic

Reports can be scheduled — for instance a monthly analysis sent by email to the lead. So the numbers are ready on time, without anyone having to compile them.

In everyday use

The tax advisor gets their monthly overview automatically, the sales lead their weekly report, the warehouse its stock list — all from one data source, consistent and without manual tinkering.