Custom Report Builder
Your business data is your most valuable asset, but only if you can access it. Stop wrestling with spreadsheets and trying to make pre-canned reports fit your needs. SmartBaise's Custom Report Builder is a revolutionary, drag-and-drop tool that puts the full power of your business data directly into your hands. It’s designed with elegant simplicity, allowing anyone on your team to build sophisticated, targeted reports in minutes, not hours.
How It Works: Build Reports with Confidence
We've made powerful reporting intuitive and visual. You see the results of your report being built in real-time, every step of the way, ensuring the final export is exactly what you need.
Select Your Data Sources
Start by simply dragging the data "blocks" you need—like 'Jobs', 'Invoices', 'Staff', or 'Complaints'—into your report canvas. This tells the system what information you want to connect.
Choose Your Columns
From the available fields, just drag in the specific columns you want to see. Need a report showing customer names, job values, and outstanding invoice amounts? Just drag those three fields in. It’s that simple.
Filter with Precision
Add powerful filters to drill down to the exact information you need. Create rules like "Show me all jobs where the Status is 'On Hold'" or "Only include invoices where the Amount is greater than £5,000."
See Your Report Come to Life
This is the magic. As you add data, choose columns, and apply filters, a live data table on your screen instantly updates. You can see the exact results of your query in real-time, allowing you to tweak and perfect your report before you ever click "export." No more guessing, no more wasted time.
From Insight to Action: Powerful Exporting & Automation
Once your report is perfect, you decide what to do with it.
Instant Exports
Instantly download your report as a professionally formatted PDF, complete with your company logo, perfect for sending to clients or stakeholders. Or, export it as a CSV file to easily open and manipulate the data in Excel, Google Sheets, or any other spreadsheet software.
Automated Scheduling
This is where the Report Builder becomes a true powerhouse. Don't just run a report once—automate it forever. Save any report you build as a template and schedule it to be automatically generated and emailed to specific recipients on a recurring basis. Set up a weekly "At-Risk Jobs" report for your contract managers, a monthly "Overdue Invoices" report for your accounts team, or a quarterly "Staff Productivity" report for directors. Set it once, and let SmartBaise do the work for you.
The Custom Report Builder transforms you from a passive user of data into an active creator of business intelligence. It saves countless hours of manual data compilation, eliminates the need for complex spreadsheet formulas, and empowers you to ask—and answer—any question about your business operations. By automating your recurring reporting needs, you ensure that the right information gets to the right people at the right time, enabling smarter, faster, data-driven decisions at every level of your company.