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Reporting Software

Reporting tools allow real-time access to essential data as well as the rapid generation of multidimensional reports from diverse data sources.

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Date, time and event triggered scheduling of your organization's Power BI and SSRS Reports. Set it and forget it. No coding needed. Learn more about PBRS
PBRS is a powerful tool that allows you to schedule and deliver SSRS and Power BI reports and dashboards to various destinations and formats. Use PBRS to automate your reporting exports based on date and time, events, data changes, workflows, or custom conditions. You can also send your reports to email, print, folder, FTP, Dropbox, SharePoint, Teams, and more; in Excel, Word, PDF, HTML, and other formats. PBRS helps you save time and money by streamlining your Power BI report delivery process. Learn more about PBRS

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Jet Reports is a flexible financial and business reporting solution running inside of Excel and on the Web. Learn more about Jet Reports
Jet Reports provides easy to use financial reporting in Excel for Microsoft Dynamics that can be refreshed real-time, on demand, with the click of a button. Easy-to-configure, pre-built templates get users up and running fast without having to understand complex Dynamics data structures. Access, share, and organize reports on the web to have the accurate answers you need from anywhere. Learn more about Jet Reports

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Wands for SAP is an Excel-based financial reporting solution for SAP ECC and S4/HANA. Learn more about Wands for SAP
Finance teams frequently need to query SAP data to answer ad hoc questions. However, SAP data structures are complex; understanding them requires significant expertise, and tools like Report Painter require technical knowledge to use them. This leaves finance teams dependent on scarce IT skills to create and modify reports, resulting in delays and frustration. Remove your IT dependency with Wands for SAP from insightsoftware. Learn more about Wands for SAP

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
An online reporting and business intelligence tool that helps you get new insights from your diverse business data. Learn more about Zoho Analytics
A self-service business intelligence and analytics platform that helps you get new insights on your business information. It allows you to easily create and share powerful, ad hoc reports in minutes with no IT help. Data can be imported from applications and databases, even behind firewalls. Zoho Analytics also includes Zoho DataPrep which connect, model, cleanse, transform, and enrich data for analytics. Learn more about Zoho Analytics

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Eliminate manual errors and trust your data. Planful is automated, robust and secure. Provide your leadership board quality reporting. Learn more about Planful
Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more about Planful

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Angles Enterprise for SAP transforms and enhances your critical data from SAP ERP tools ,turning it into actionable business insights. Learn more about Angles Enterprise for SAP
Angles for SAP works ‘’plug-and-play” on any SAP ERP, including both ECC and S/4HANA, to collect and prepare data so it is suitable to analyze. It understands context, connections, and integrations, and it simplifies data for business users. It then creates insights into what is happening at an operational level right now and in the foreseeable future by enriching the data with pre-built supply chain and finance calculations, on a transaction level and in the form of operational KPIs. Learn more about Angles Enterprise for SAP

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Make your data talk in Qlik Sense with interactive visualizations, self-service analytics, and game-changing writeback capabilities. Learn more about Vizlib
Vizlib is a data analysis and visualization software designed to help businesses across healthcare, life science, manufacturing, and other sectors streamline visual analytics and collaboration operations. One of its modules - Self-service - enables users to generate ad-hoc reports for Qlik Sense and conduct analytics. The application allows employees to load applications with advanced functionality and gain insights into data through interactive reports. Vizlib offers a host of features such as custom branding, an activity dashboard, charting, a drag-and-drop interface, self-service analytics, user management, and more. Another Vizlib module - Gantt - allows users to plan, organize, and visualize processes in Qlik Sense application as well as track projects and optimize resources. insightsoftware is the most comprehensive provider of solutions for the Office of the CFO. We turn information into insights, empowering business leaders to strategically drive their organization. Learn more about Vizlib

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Logi Symphony is a platform for creating rich, embedded analytics and business intelligence applications. Learn more about Logi Symphony
Logi Symphony enables software teams to rapidly design, build, and embed interactive dashboards and data visualizations with fast connectivity and access to modern data infrastructure. Maintain complete control over the analytics experience while empowering end users to explore, analyze, and share data, securely. Logi Symphony allows both medium and enterprise-level companies to bring new Analytics and Business Intelligence capabilities to their applications. Learn more about Logi Symphony

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Spreadsheet Server is a reporting solution that connects with over 130 ERP / Accounting systems to feed live data into Microsoft Excel. Learn more about Spreadsheet Server
Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Learn more about Spreadsheet Server

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Manual processes impacting visibility? Leading organizations trust AchieveIt to manage and report across key plans and initiatives Learn more about AchieveIt
Tired of manually collecting progress updates & managing siloed data across various plans & initiatives? Are these manual processes impeding your visibility and impacting execution? Leaders trust AchieveIt to connect, manage, & execute their most important plans and initiatives - improving visibility, increasing accountability, and driving collaboration. That's why leading organizations across industries trust AchieveIt to manage reports across key plans & initiatives. Learn more about AchieveIt

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
A powerful, white-label, seamlessly embedded, and easily integrated internal audit reporting and dashboard solution. Learn more about dReveal
A powerful, white-label, seamlessly embedded, and easily integrated reporting and dashboard solution, resulting from 20+ years of design development, targeted user feedback from internal auditors, and extensive GRC/audit management expertise. Thousands of users, from thousands of companies, benefit from using dReveal's highly customizable state-of-the-art reporting tools to easily transform their unrelated data into valuable internal audit management reports and dashboards. Learn more about dReveal

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Whatagraph is a fast and easy-to-use platform for monitoring and reporting on marketing performance. Learn more about Whatagraph
Your marketing team manages campaigns across dozens of platforms, websites, or locations. Monitoring performance, gathering insights, and reporting results is challenging. Your current process is tedious and frustrating. The tools are slow and hard to use. Your clients, stakeholders, and even teammates sometimes need help understanding the data and the value you provide. Whatagraph integrates all your marketing data in one fast and easy-to-use platform. First, it makes it easier to organize and analyze. Then, it helps teams track performance with internal dashboards and overviews and automates how they report externally. It also has excellent customer support at every step. As a result, your team becomes more efficient, saving dozens of hours. Everyone—clients, stakeholders, or teammates—finally understands how marketing is doing. You get insights faster to optimize campaigns and provide more value. Learn more about Whatagraph

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Datarails is the Financial Planning and Analysis solution for Excel users. Learn more about Datarails
Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Automating these manual processes paves the way for finance teams to spend more time analyzing data and less time collecting it. It also empowers them to answer essential strategic questions like what their organization can do to increase revenue and reduce expenses. Learn more about Datarails

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Funnel helps you get more from your marketing data. We power reporting and analytics, to help you fully understand performance. Learn more about Funnel
Funnel is the leading marketing intelligence platform that helps marketers tell stories with their reporting, measure the perfect media mix, optimize targeting and empower their organizations with actionable marketing data. Funnel is built on the foundation of our data hub to help you get more from your marketing data. We move you beyond data collection into a symphony of insights that will help you realize your true potential. You’ll access a suite of powerful tools to illuminate your data’s hidden talents. → Report Take center stage with dashboards that help you find the story in your data. → Measure Plug the leaks in your budget with a marketing mix that delivers. → Export Don’t put your data in a corner – get un-siloed data into your warehouse. Funnel helps more than 2000 customers to grow their business – including digital leaders like Home Depot, Havas Media, and Samsung. Learn more about Funnel

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Automate your reporting to focus on campaign optimization and client relationships. Learn more about TapClicks
The TapClicks Smart Marketing Cloud provides end-to-end business intelligence capabilities that include SEO, social and PPC reporting, automated order entry, set up and approval workflows, marketing performance analysis and the creation of interactive visual reports and presentations. TapClicks integrates more than 250 data sources via its Connector Marketplace to provide marketers with the ability to analyze data from the most popular marketing and advertising tools used in the industry today. Learn more about TapClicks

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
From payments to credit to fraud protection, PayPal Commerce Platform helps you meet your customers where they are.
The better you know your customers, the smarter you can sell. That's good for both you and your customers. Now you can use shopper insights to optimize operations and improve marketing with customizable retargeting capabilities. Learn more about PayPal

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Trusted by teams of 2 to 20,000 to plan, track, and collaborate on work, Jira offers every team the top tools and practices for growth.
Jira is the #1 agile project management tool for all teams to plan, track, and manage any project. Customize workflows to your team’s processes, integrate with over 3,000 apps, automate any task or process with a few clicks, and get rid of mundane tasks with AI. As your single source of truth, Jira seamlessly connects teams that build software with those who launch and support it, so you never lose track of progress or context. And with a free edition, teams of up to ten users can leverage all the power of Jira at no cost, forever. Learn more about Jira

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Asana organizes and manages work across teams at scale.
Asana is a product management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join more than 135,000 paying organizations and millions of teams across 190 countries who use Asana to get more done. Get started in minutes to try Asana. Learn more about Asana

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Enterprise-level analytics platform for marketers, BI staff, and online businesses to gain insights into customer website interactions.
Google Analytics 360 is an enterprise-level analytics platform with in-depth performance indicators, such as ROI analysis reports. The app's primary function is to provide insights into customer behavior interactions with websites and apps to identify effective content. The platform centralized dashboard displays simplified overviews and reports. The system connects with other applications, such as CRMs and POS systems, to provide detailed overviews of customer behaviors. Google Analytics 360 uses machine learning to discover customer trends and patterns in the data. It identifies users with high revenue potential and identifies content converting the most customers. Shareable reports are generated from intelligent data analyses, with options to produce synoptic overviews and complete details. The platform integrates with other Google advertising and publishing products to extend market reach. Available connections include Display & Video 360, AdSense, AdMob, and AdWords. Learn more about Google Analytics 360

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work.
Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time Gantt charts and dashboards, and work automation features. *2018 Awards: Named a Leader in Enterprise Collaborative Work Management by Forrester Research, Selected to Deloittes Fast 500 List, Recognized for Technology Innovation & Vision by 451 Research Learn more about Smartsheet

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Wrike is a project management software with easy-to-use reporting. Track progress, time, budget, portfolio health, ROI, and more.
Wrike is an award-winning project management software trusted by 20,000+ companies worldwide. Streamline your reporting using templates, Kanban boards, Gantt charts, time tracking, custom request forms with auto-assignment, performance reports, and shared workflows all in one place. Accelerate your reporting with Wrike's 400+ integrations and visual proofing. Customize your workflows to see progress at every step. Increase your ROI with Wrike. Learn more about Wrike

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Tableau Software helps people see and understand data. Tableau delivers fast analytics, visualization and business intelligence.
Tableau helps people transform data into actionable insights that make an impact. Easily connect to data stored anywhere, in any format. Quickly perform ad hoc analyses that reveal hidden opportunities. Drag and drop to create interactive dashboards with advanced visual analytics. Then share your work with anyone and make an impact on your business. From global enterprises to early-stage startups and small businesses, people everywhere use Tableau to see and understand their data. Learn more about Tableau

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Power BI is a unified, scalable platform for self-service and enterprise business intelligence (BI).
Power BI can help you connect your data into a single source of truth, uncover powerful insights from this data, and translate them into impact across your organization. Connect data across clouds, databases, and engines to OneLake to create a single place to manage and analyze your data while minimizing data duplication and movement. Turn your data into visuals with advanced data-analysis tools, AI capabilities, and a user-friendly report-creation tool. Turn these insights into impact and help Learn more about Microsoft Power BI

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Cloud-based human resources solution that helps businesses streamline workforce planning, talent management, and payroll processes.
Workday HCM is a single, cloud-based solution for workforce planning, talent management, and payroll processes helping customers adapt and thrive in a changing world. Workday applications are built with artificial intelligence and machine learning at the core to help organizations around the world embrace the future of work. Workday is used by more than 10,000 organizations around the world and across industries—from medium-sized businesses to more than 50% of the Fortune 500. Learn more about Workday HCM

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter
Automate and streamline your expense management with Emburse Certify Expense.
Emburse Certify Expense effortlessly streamlines your operations through automation and superior customer service. Automatically create reports for employees, streamline approvals, and make reimbursement and reporting effortless for accountants. Certify is trusted by more than 4,000 organizations including Boot Barn, H&R Block, and Virgin Galactic. Learn more about Emburse Certify Expense

Features

  • Forecasting
  • OLAP
  • Scheduled/Automated Reports
  • Data Import/Export
  • Performance Metrics
  • Ad hoc Query
  • Multiple Data Sources
  • Customizable Dashboard
  • Drag & Drop
  • Search/Filter

Reporting Software Buyers Guide

What is reporting software?

Reporting software applications allow real-time access to essential data and facilitate rapid generation of reports from multiple data sources. Reporting software can be used to create financial statements, track the success of sales strategies, monitor regulatory compliance, manage internal controls, and conduct security audits.

The benefits of reporting software

  • Track business performance: Using reporting programs, managers and business leaders can easily measure and track business metrics from multiple departments (e.g., sales, finance, human resources, and marketing). These metrics can be quickly visualized and analyzed, allowing leaders to identify areas that need corrective action.
  • Interactive data visualization: Reporting software offers a variety of interactive data visualization tools such as heat maps, sankey diagrams, donut charts, and correlation matrices. These visualization tools allow managers to create engaging presentations with data pulled from their reporting software. Some advanced reporting tools even allow users to add videos, graphs, animation and infographics to improve the look and feel of their reports.
  • Enhance productivity: Managers can use reporting software to create dashboards and track performance indicators without having to manually recreate report parameters every time they need to update various documents. Reporting software can automatically refresh necessary data and keep things up to date, saving time and effort.

Typical features of reporting software

  • Ad hoc reports: Generate reports to meet your business' reporting requirements as needed.
  • Data visualization: Generate graphical representations of your data.
  • Customizable dashboard: Edit the layout and content of software dashboards to reflect your individual needs.
  • Exporting: Exports data in multiple formats (e.g., PDF, DOC, CSV) and into other platforms.

Considerations when purchasing reporting tools

  • Pricing considerations: Reporting solutions often offer different functionalities at various pricing levels and models, which makes direct comparisons across products difficult. Most vendors utilize subscription-based pricing models or one-time licensing fees, and functionality such as real-time analytics, security and compliance, training, and customer support can incur additional costs. It's important to research and determine your required features before making a final purchase decision to avoid overpaying, unexpected costs, or paying for features your business doesn't need.
  • Integration with third-party software and hardware: Reporting programs work in synchronization with other software solutions to provide the best results. Key functionalities such as data summaries, dashboards, and data visualization require input from platforms such as customer relationship management (CRM) software, enterprise resource planning (ERP) software, and business intelligence solutions. Before selecting reporting software for your business, makes sure it integrates with your existing software and tools.
  • Mainstream adoption of conversational chatbots: Reporting tools won't be left untouched by the rising wave of conversational chatbots. Users will be able to directly create reports with the help of such tools. According to our research, almost 70% of small businesses are planning to adopt chatbots within the next few years. Reporting software with chatbot functionality will allow users to obtain additional data insights by asking follow-up questions, and resolve queries by providing related resources such as frequently asked questions (FAQs), demos, and blog articles.
  • Predictive machine learning algorithms will make smarter applications: Machine learning and artificial intelligence are major buzzwords in the technology space. According to our research, 50% of small businesses are planning to implement machine learning technologies within the next years. Reporting programs backed by machine learning technologies will help managers predict and forecast issues to take preventative, corrective action. Predictive algorithms will enhance the usability of reports generated by these solutions, and provide senior leadership with a comprehensive view of their business.