Dashboard and Reporting Features

  • Query large amounts of data using “list views.” List views enable users to query the database using criteria and filters of their choosing
  • Create, save, modify and share queries using list views in seconds
  • Communicate with entire committees at one time by email or online chat
  • Schedule reports to be sent to list of stakeholders on any schedule
  • Categorize all reports by module or other parameters
  • Share any report with all users, specific groups or make private reports
dashboards 1
dashboards 2
  • Export all data from the database anytime via xml or csv formats
  • Add colorful graphs or charts to your reports
  • Drill down on individual report records directly from any report to learn more about a particular account, member or transaction
  • Create individual Dashboards for Executives and all your teams