Customize The Report
Customize the reports by our no-code platform, which empowers business teams to effortlessly create, tailor, and share professional-grade analytical reports through zero-code report generation and real-time data integration, enabling enterprises to make efficient and well-informed decisions
Why Choose No-Code Report Automation?
Report automation is a powerful enterprise solution that systematically generates and distributes data insights at predetermined intervals to authorized stakeholders. This intelligent process spans multiple operational domains, with particular emphasis on delivering key performance indicators (KPIs), user engagement metrics, financial analytics, and other mission-critical insights, all formatted for immediate decision-making. For examples:
Award Management
Variations in project application rates among different groups (by service type and region)
Loyalty Management
User retention rate, coupon redemption rate, ROI
Voting
Completion rate of votes, real-time participation (fluctuations in vote counts per hour/day).
While standard report automation delivers scheduled data outputs, modern enterprises require context-aware, role-specific data insights – this is where report customization transforms raw automation into strategic advantages. Customize the report transforms raw data into actionable insights, empowering organizations to:
- Accelerate Decisions: Business teams create reports independently in minutes, eliminating IT bottlenecks
- Cut Costs by 80%: Reduce manual reporting time from hours to clicks
- Democratize Data: Frontline teams access real-time insights to drive actions
- Ensure Accuracy: Automated data validation eliminates human errors
- Scale Seamlessly: Grow from departmental reports to enterprise analytics without added resources
Selective Data Analysis: Focus on What Matters
The feature empowers users to pinpoint critical metric fields through its field-level filtering capabilities. Moreover, the system is equipped with intelligent data association processing. It maintains the continuity of historical data when questionnaire versions are updated, ensuring the integrity of long-term tracking studies.
Field-Level Filtering
Accurate Target Field Identification
Focus solely on key data segments by selecting columns from forms or databases relevant to critical KPIs, reducing data processing noise.
For example, in financial auditing, key fields such as “Budget” and “Revenue” can be extracted from submitted application reports to assist in verification and quickly generate profit-and-loss comparison reports, thereby enhancing the efficiency and accuracy of the analysis.
Intelligent Data Association Processing
Cross-Form Automatic Association
The system is equipped with robust intelligent recognition capabilities, enabling it to automatically detect common fields across different versions of forms and seamlessly complete data merging operations.
Seamless Version Updates
Even when questions are updated in a new version of the survey, the system ensures that the data for the retained questions remains consistent and interconnected.
Ensuring Data Integrity
This feature significantly simplifies the data integration process, avoiding data discontinuity or the need for re-entry caused by version updates, thus ensuring the integrity and accuracy of the data.
Flexible Visualization: Pick the Right Chart for Your Story
Customize The Report offers different chart types to transform raw data into compelling data insights. Users can freely adjust sorting methods and toggle between values/percentages, ensuring optimal presentation.
Rich and Diverse Chart Library
Provide over 10 professional chart types, including standard formats such as bar charts, line charts, and pie charts, allowing users to choose the most appropriate visualization method to present their data effectively
Flexible Data Presentation Options
Users can customize the display of data to suit their specific requirements. Options include sorting data in ascending or descending order and switching between numerical displays (values or percentages). This flexibility ensures that data can be presented in the most intuitive and informative manner possible
Seamless External Tool Integration
Customize The Report enables seamless integration with external analysis tools, empowering teams to extract deeper data insights through advanced visualization. With flexible export options and automated reporting, Customize The Report ensures Employees receive form feedback promptly, including but not limited to dashboards, summaries, and alerting.
Smart Data Orchestration Across Systems
Connectivity with External Analytics Tools
Direct integration with Power BI, Tableau, and other analytics tools, push processed data to external platforms for advanced modeling and visualization.
Flexible Data Export Options
Export raw or filtered data to CSV/Excel formats.
Automated Report Distribution
Regular Report
Schedule periodic report summaries via email or other channels, including form submission highlights and period-over-period comparisons.
Intelligent Alerting Notifications
The Report’s intelligent alerts notify designated officers when KPIs breach custom thresholds. Notifications auto-populate with dynamic data (values, trends) and actionable recommendations, delivered via email/SMS/Whatsapp. Ensure timely responses with context-rich alerts tailored to each recipient’s role and priorities.
Granular Permission Management: Security & Control
Customize The Report provides role-based data access, function permissions. It ensures secure data handling with sensitive information masking while enabling controlled collaboration through precise operational permissions.
Role-Based Data Access Control
Department/position-level visibility restrictions
Function-Based Permissions
- Determines whether a user can view dashboards
Operation Specific Permissions
- Edit: Ability to modify data or settings.
- View: Access to read-only information.
- Export: Permission to download or export data.
Built-In Compliance Protocols
- Automated GDPR/PIPL compliance checks
- Sensitive data masking (PII, financials)
Summary
Core Functions of the Customize The Report
01
Selective Data Analysis
02
Flexible Visualization
03
Seamless External Tool Integration
04
