Insight & Report Manager
Make smarter decisions with real-time data. Whether you’re tracking tasks, requests, or expenses, our visual dashboards and summaries help you understand what’s working—and what needs attention.
Features and Functionalities
- Live dashboards for tasks, expenses, requests, and more
- Bar charts, line graphs, and visual summaries
- Drill down by user, category, or module
- Compare performance across time, clients, or teams
- Export data or snapshots for meetings or analysis
- AI-generated summaries highlight key takeaways
- Prebuilt and custom report views
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Common Business Scenarios
- Check which clients submitted the most requests last quarter
- Compare completed tasks across projects or teammates
- Review your monthly expense breakdown by category
- Track request resolution time to improve responsiveness
- Use KPI charts in client reports or internal stand-ups
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Pain Points It Resolves
- No more cobbling reports together from spreadsheets
- Stop guessing where time, money, or delays are going
- Save time preparing updates for stakeholders
- Find trends and bottlenecks before they grow
- Feel in control of your business, not behind it
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How the AI Assistant Helps
“Summarize this week’s performance across all modules.”
Instantly generated, with key insights highlighted.
“Compare project expenses and task completion rates.”“Compare project expenses and task completion rates.”
Side-by-side visual analysis done for you.
“Spot unusual spending or missed deadlines.”
The AI proactively flags patterns and anomalies.
Explain what changed most compared to last month.”
Generative AI turns raw data into a clear narrative.
“Create a report and email it to my team every Monday.”
Agentic AI automates delivery and scheduling.
SEE WHAT'S HAPPENING IN YOUR BUSINESS
With Insights & Reports, you don’t need to be a data analyst. Get simple, powerful visibility that helps you act fast—and with confidence.