Dashboards & Reports
See the whole operation
at a glance.
Compose dashboards from 12 widget types with drag & drop, point each one at a module, then schedule reports that land in your team's inbox — every chart driven by your live data.
Widget library
12 widget types, one canvas.
Mix charts, metrics, lists and AI-written summaries — every widget is module-based, filterable and color-configurable.
Bar chart
Compare totals across categories, periods or modules.
Line chart
Track a metric over time with a continuous trend line.
Area chart
A filled trend that emphasises cumulative volume.
Pie chart
Show how a whole splits across its parts.
Stat card
A single headline number with its supporting label.
KPI card
A target metric with delta and progress indicator.
Gauge
Plot a value against a min/max range as a dial.
Heatmap
Spot density and hotspots across a two-axis grid.
Funnel
Visualise drop-off across the stages of a process.
Sparkline
A compact inline trend for at-a-glance reads.
Recent list
The latest records from any module, live.
AI summary
Claude-written widget with 4 subtypes: period summary, today's insights, key metrics and forecast.
Reports
Reports that arrive without asking.
Schedule recurring reports or build custom ones that join modules, aggregate and chart — with a snapshot of every run.
Scheduled delivery
Run reports daily, weekly or monthly and distribute them by email with a CSV attachment — no one has to log in to stay informed.
Custom reports
Join multiple modules, aggregate with count / sum / avg / min / max, group by any field, and render the result as a bar, line, pie or area chart.
Result snapshots
Every run is captured as a snapshot, so the numbers in last month's report stay exactly as they were the moment it ran.
FAQ
Dashboards & reports, answered.
Every widget and report reads directly from your live module data. You pick the module as the data source, add filters and colors, and the chart reflects current records — no separate data warehouse or export step.
Dashboards are user-configurable with drag & drop. Each user arranges their own layout from the 12 widget types, sets module-based data sources, and applies filters and colors.
Yes. Scheduled reports run on a daily, weekly or monthly cadence and are emailed to a distribution list with a CSV attachment. Custom reports can join multiple modules, aggregate and group, and each run is stored as a result snapshot.
Turn your operation into a dashboard.
Book a demo and we'll build a live dashboard on your data — widgets, filters and a scheduled report included.