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Platform ยท Report Generation

Reports your team will actually read

Your application already holds the data. We turn it into reports people can use: formatted documents, live dashboards, scheduled emails, and exports, generated straight from the application instead of assembled by hand.

What we build

Formatted documents

Branded, per-person or per-record reports and certificates, generated as PDFs on demand from your application's data.

Dashboards

Charts, key numbers, and filters inside your application, so the people who need the numbers can see them without asking for them.

Scheduled and emailed reports

Reports generated automatically on a schedule or when something happens, and sent to the right people.

Data exports

Excel and CSV exports so your team can work with the data in the tools they already use.

Reports can also include a plain-language analysis written by AI from the same data. See AI Integration

In practice

360 feedback reports

Grow Strong Leaders' 360 feedback reports came out of an aging desktop application and were dated and hard to read. We moved the platform online with modern, automated report generation, and AI-powered analysis of each participant's results is now being completed.

Read the case study

License-aware training certificates

For a multi-facility nonprofit health system, we built custom course-completion certificates that pull each employee's current professional license details (type, number, and expiration date) from the HR system's data feed, rolled out across the system's facilities.

We also built multi-department reporting for supervisors, so each one could run reports across all of their departments with their own login instead of juggling a separate account for each department.

Commerce, events, and campus reporting

We've also built custom ecommerce reports, event registration badges, and custom dashboards for individual college administrators, each shaped around what the people using it needed to see.

Spending too much time pulling reports together by hand?

Tell us what you report on today. We'll reply within one business day.

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