Reports & analytics

Turn your records into answers.

Reports are built from the records your forms have already collected - totals, trends and comparisons worked out automatically, so you don't need to know Excel or data analysis to understand your own numbers.

What you can do

  • Totals, trends and comparisons across any date range
  • Pivot tables, pie charts and bar charts
  • Ask questions in plain language with AI-assisted analysis
  • Export as PDF or PowerPoint, or print directly

What you can understand

Reports surface the patterns already sitting in your records - top products, busiest periods, spending trends, performance across locations or staff - without you calculating any of it by hand.

Common questions

How do I create a report from my records?

Reports are generated from the records a form has already collected - totals, trends and breakdowns are worked out automatically, nothing to set up by hand.

Can I compare performance across time periods?

Yes. Reports can compare any date range against another, so you can see whether a metric is trending up or down over time.

Can I ask questions about my data instead of building charts myself?

Yes. An AI-assisted analyst can answer plain-language questions about your records, like which product to restock first or what changed since last period.

Can I export or print a report?

Yes. Reports can be exported as PDF or PowerPoint, or printed directly.