Reporting, Dashboards & KPIs

Build the Report You Need, Not the One You're Given

A self-serve report builder lets you define, run, export, and email custom reports from your own data — while role-specific dashboards and organisational KPIs give managers and frontline staff the numbers that matter to them, without waiting on someone else to pull them.

  • Self-serve report builder
  • Role-specific dashboards
  • Custom KPIs
Reporting dashboard

The right numbers, in front of the right person, without a spreadsheet in between.

Save a report template once and run it whenever you need it, or let each dashboard show exactly what that role cares about — nothing generic, nothing missing.

Save It Once, Run It Whenever

Define a custom report, save it as a template, and run, export, or email it on demand — no waiting on a developer to write a query.

  • Saved report templates
  • CSV & PDF export
  • Schedule reports to be emailed
See the report builder in action
A Dashboard for the Job You Actually Do

Admins see organisation-wide KPIs, incidents, and outcomes; frontline staff see their tasks, care actions, and messages — each with configurable widget preferences.

  • Role-specific dashboards
  • Configurable widget preferences
  • Custom organisational KPIs
See dashboards in action
Report builder illustration

Report Templates Saved & Reused

Run On Demand

Managers with a Live Dashboard 100%
Reporting dashboard

Board Reports Without the Panic

We used to build our board pack manually every month. Now it's a saved report we run and export in minutes.
Operations Director

Multi-Site Care Provider

Frequently Asked Questions

No — the report builder is designed for non-technical admins to define and save their own reports.
Yes — saved reports can be run and emailed automatically to the people who need them.
Staff see their own tasks, care actions, and messages; admins see organisation-wide KPIs, incidents, and outcomes. Each role gets what's relevant to them.
Yes — organisational KPIs are custom-defined and surfaced directly on dashboards.
Reports can be exported as CSV or PDF, depending on what you need it for.