Reporting and analysis
Report and dashboard builder
Your own rows, columns and formulas, your own KPI dashboards.
When standard reports are not enough, the finance specialist builds their own: rows, columns and formulas. Ready reports and indicators are assembled into a dashboard, and the right report reaches the manager by email once a week or once a month.
Included in the “Holding” editionCompare editions
What is inside
- Your own report rows, columns and formulas
- Dashboards from widgets: number, monthly bars, structure, plan versus actual
- Drill-down of any figure to the entry
- Comparison with the previous period and the previous year
- Report snapshots without recalculation and comments on rows
- Export to XLSX, PDF and CSV, scheduled delivery
Frequently asked questions
Where are exported reports saved?
The file is downloaded immediately and saved to A3.Drive so it can be found later.
Why do I need a report snapshot?
A snapshot freezes the numbers at the moment of decision. Even if the accounting data changes later, you can see what the decision was based on.
More in this section
See it on your own data
We will connect an export from your accounting system, set up the mapping and show how the feature works on real numbers.