ReportWa

Provide self service capability for financial advisors to build highly customizable dashboards and reports. Out of the box template for sales, marketing and audit related templates for reporting makes it easier to get started with reporting. Ability to export reports as pdfs , imbedding reports to Microsoft Excel and Word

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Automate generation of reports
• User Intuitive customizable dashboard
• Drag and drop ability for cutomization
• one click publish and distribute reports
• Integration with Microsoft Word and Excel
• Marketing and Sales report
• Distribution through email
• Role based access to dashboards

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Provide support for custom script
• Self service for business users can be improved
• Support to configure data models to be consumed by ML

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Light weight and cheap compared to other vendor solution. Does the job.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Improved productivity by 60 percent
• Monetization of data
• Insights through proper Visualization and reporting
• Multiple data connectors
• Report distribution

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info