Stop copying and pasting screenshots into slides. Save hours of work every month, and share the information you need with anyone.
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Add a cover, formatted text, images, dashboards, or data stories. Or combine them by putting visuals and text side by side.
Add dynamic elements like metrics, time periods, and percentage of change to the text of your reports to tell a story with your data
Set a schedule to automatically export your report daily, weekly, monthly, or quarterly.
Send a reminder to a specified user before the report is sent, so you can double-check it and update it if needed.
Save any report as a template so you can launch reports faster, and ensure that they’re formatted the same way
Add a custom image, and change the background color or image for any report.
Automatically send the visuals, data, and context your team needs to decide next steps.
Archive your report, or view past reports that your team has exported
Add speaker notes below slides to give more context or explanation
Share performance updates automatically, by sending a snapshot via email or Slack
Use your reports with other tools in our platform
No more copying and pasting screenshots of charts into slides.
Add dashboards to your report slides to share updated performance, automatically.
We took the best tools normally found in complicated enterprise analytics platforms, and made them accessible and easy to use for growing businesses.
Learn how other growing businesses are using dashboards to inform decisions, create plans, and drive growth.
What’s the difference between a Report and a Dashboard?
Dashboards are used to track and monitor your metrics in real-time. It gives you an answer to the question: “How am I doing right now”. They are ideal for “month-to-date” (or week-to-date, quarter-to-date, etc.) data. Our report generating tool, on the other hand, is designed to offer a more in-depth analysis of historical performance and trends. Typically sent as a PDF, reports cover broader time ranges like last month, last quarter, or last year.
I don’t want to schedule my report, can I download them as PDFs?
Yes. Every Report can be exported as a PDF. You can learn more about downloading a PDF here.
What are Data Stories?
Data Stories are dynamic elements (like metric name, value, comparison periods, and more) that you can add to the text of your Reports. What makes it useful is that these dynamic fields are automatically updated with the latest data every time you send out a Report.
Is there an approval process before the reports are sent out?
Not yet. We will be rolling out a Reports Approval Process for both Growth and Premium plans in the future. Make sure to check the Product Update page for more information on all the latest features and improvements.
How can I share a Report?
Our business reporting tool allows you to share multiple ways:
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