Reports & Dashboards
Build any report, put it on a dashboard.
Report on any record type and any custom field, chart it the way you like, arrange dashboards and drill down to the records behind every bar. Each person sees only the data they may see.
Everything Reports & Dashboards does
Report builder
Any record type, a count or sum, grouped and split by any field, filtered by period and rules.
Every chart
Columns, bars, stacked, line, area, pie, donut, funnel, number and table, with goal lines and running totals.
Dashboards
Arrange reports on a grid, share with roles or everyone, and set one period for the whole board.
Drill down
Click any bar or figure to open the records behind it.
Scheduled emails
Daily, weekly or monthly emails built as the person who receives them.
Executive board
Revenue, pipeline coverage, receivables, delivery and people in one company view.
CSV and Excel exports
Exports run in the background and wait in your downloads.
One app, one menu
Open Reports & Dashboards from your app launcher and its menu is all you see, in the same three sections every EmCore app uses: the daily work, the figures, and the settings that make it yours.
Add Reports & Dashboards to any setup
Pick an industry template at sign-up and your pipelines, stages, fields and approvals arrive ready to use. Everything stays editable.
EV charger installer
Residential, project and service pipelines, site surveys, charger fields and authority approvals.
Start with this template →MEP contractor
Tender pipeline, BOQ estimation, site projects with milestones, material requests, procurement.
Start with this template →Trading company
Enquiry-to-delivery order pipeline, price lists, multi-warehouse stock, procurement.
Start with this template →Generic services
A simple sales pipeline, projects, support tickets and HR. A good start for any service business.
Start with this template →Good to know
Can I buy Reports & Dashboards on its own?
Yes. Reports & Dashboards works on its own. Settings, members, roles and the rest of the platform come with every workspace, and more apps can be added any time.
Is my data kept separate and secure?
Every company gets its own workspace on its own subdomain, and every record is tied to it: no other company can read it. Permissions decide what each person sees (their own records, their team's, or all), secrets are encrypted at rest and every change is in the audit log.
What can AI see in Reports & Dashboards?
Only what the person asking may see. AI features run inside your workspace with that person's own access, so records outside their scope and fields hidden from them never reach the model. You can switch each AI feature on or off in Settings.
Try Reports & Dashboards free for 14 days
Your own workspace in about 30 seconds. No credit card, and your data is yours.