Reporting & Analytics

From raw data to visual insights — reports, charts, and dashboards at your fingertips.

Report Builder

  • 6-step Advanced Analytics Builder wizard: data sources, joins, calculated fields, filters, chart type, preview
  • Multi-form data sources with cross-form joins
  • Calculated fields with expression builder — can reference other calculated fields
  • Field picker with aggregation options (sum, average, count, min, max, median)
  • Advanced filters with AND/OR condition groups
  • "Last Run" column on the reports list shows the date and user who last ran each report
  • Column picker includes Client ID/Name/Reference, Branch ID/Name/Reference, and Visit ID to slice forms filled under a visit

Report Builder

Chart Builder

  • 8 visualization types: bar, line, pie, donut, area, scatter, heatmap, table
  • Live preview as you configure
  • Customizable chart styling and labels

Chart Builder

Export & Scheduling

  • PDF export with company branding (custom logos, headers, footers)
  • Excel/CSV export for further analysis
  • Scheduled reports: daily, weekly, biweekly, or monthly with CSV email delivery
  • Auto-pause after 3 consecutive failures with failure tracking
  • Report archive with storage optimization (large archives auto-stored in Cloud Storage)

Export & Scheduling

Dashboard Analytics

  • Real-time KPIs with week-over-week trend indicators
  • "Needs Attention Now" urgency cards (overdue tasks, pending approvals, SLA at risk)
  • Custom metrics grouped by business intent (Productivity, Quality, Operations, Financial, Field Activity)
  • Completion trend charts and team workload summary
  • Data Views: saved filtered views with column selection, filters, and mobile sync
  • Global Search (Cmd+K): instant cross-entity search across 12 entity types with granular per-field settings

Dashboard Analytics

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