Custom Reporting: Builder

Target any transactional data and measure key metrics important to the operation of your business.

With ExpenseWatch.com’s Custom Reporting module, you have the freedom and flexibility to build the reports and dashboards you need to analyze, and ultimately control and reduce company spending.

Powerful wizards guide you through a simple process of building reports and dashboards—from the choice of data to be included to easily adding useful visualization and analysis tools. Each step of the way, a live report preview feature lets you see how the report looks as it’s being created—a feature that can be turned off by more experienced users who want to take advantage of the full report-creation page.

The report builder in Custom Reporting gives you the flexibility to tailor the look-and-feel of your reports. You can enrich it with a number of customization features that allow you, for example, to show your corporate logo—or your customers’ logo. You can easily add text labels anywhere in a report, customize labels and captions for report prompts, as well as create custom headers and footers. You can add-in custom messages and drop in your company style, fonts and colors.

The report builder in the Custom Reporting module is populated with a growing library of reports. These pre-built reports provide a good jumpstart on report creation for your company and can easily be modified to support the unique needs of your business.

Using the Custom Reporting report builder, you can quickly and easily build full-featured Web-based business reports and dashboards complete with:

  • Drill-down, drill-through, free style and cross-tab options
  • Data grouping
  • Interactive sorting and paging
  • Interactive layout options
  • Precision printing and absolute positioning for invoices, forms, and more
  • The ability to show/hide columns dynamically
  • Advanced data retrieval (SQL, Stored Procedures, XML and Web Services)
  • And much more...

To make your reports even more useful, they can be exported in popular file formats, such as Microsoft Excel, PDF, CSV, and HTML, and emailed to anyone regardless of whether they have a Builder or Viewer Custom Reporting module subscription.

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