1.3 — DASHBOARDS & ANALYTICS

Reporting & Analytics Platforms

Custom reporting and analytics platforms that go beyond standard tool dashboards — letting business users build their own reports, explore data with filters and drill-downs, and schedule automated report delivery. Built for businesses that have outgrown Excel and generic BI tools.

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1.3.1

Self-service report builder

Drag-and-drop report builder that lets non-technical business users create their own reports — choosing dimensions, metrics, filters and visualisation type — without waiting for the IT team or a developer to build it for them.

  • Drag-and-drop interface for metric and dimension selection
  • Filter configuration: date range, segment, status, custom fields
  • Chart type selection per report: bar, line, table, pie
  • Calculated field creation with formula editor
  • Save and name custom reports for reuse
  • Share report with team members
  • Clone and modify an existing report as starting point
  • Report version history
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1.3.2

Drill-down & interactive exploration

Interactive data exploration — clicking a chart bar, a table row or a map region to drill down to the underlying detail, applying cross-filters across multiple visualisations, and tracing an aggregated number back to the individual transactions that make it up.

  • Click-through drill-down from aggregate to detail
  • Cross-filtering: selecting one chart filters all others on the page
  • Date granularity toggle: month → week → day → hour
  • Row-level detail popup showing individual records
  • Drill-through to source transaction in the originating system
  • Breadcrumb navigation back through drill path
  • Zoom and pan for time series with dense data
  • Table pivot with row and column grouping
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1.3.3

Scheduled & automated reports

Automated report generation and delivery on a configured schedule — daily sales summaries, weekly performance reports, monthly board packs — delivered by email, saved to shared drives or pushed to Slack without anyone manually exporting them.

  • Cron-style scheduling: hourly, daily, weekly, monthly
  • Report snapshot generation at schedule time
  • Email delivery with inline data table or PDF attachment
  • Slack or Teams channel delivery
  • SharePoint or Google Drive automatic save
  • Recipient list management per report
  • Conditional delivery: send only if metric exceeds threshold
  • Delivery log and failure alert
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1.3.4

Data export & API access

Data export and API access for teams that need to pull reporting data into other systems — feeding a data warehouse, populating a financial model or supplying a custom downstream application with aggregated metrics.

  • One-click export: CSV, Excel, JSON per report
  • Bulk export of full dataset with filters applied
  • REST API endpoint for programmatic report data access
  • API authentication with token-based access
  • Webhook delivery of scheduled report data to external systems
  • Data warehouse push: BigQuery, Snowflake, Redshift connector
  • Rate limiting and export size controls
  • API usage logging per key
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1.3.5

Anomaly detection & alerts

Automated monitoring that alerts the right people when a metric moves outside its expected range — revenue drops sharply, support tickets spike, error rate increases — so teams can respond before the issue compounds.

  • Threshold alerts: notify when metric exceeds or drops below fixed value
  • Statistical anomaly detection: flag unusual deviations from trend
  • Alert delivery: email, Slack, SMS or in-platform notification
  • Alert recipient configuration per metric
  • Alert snooze and acknowledgement workflow
  • Alert history log with resolution notes
  • Scheduled check vs. real-time monitoring configuration
  • Compound alerts: trigger only when multiple conditions met simultaneously
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1.3.6

Embedded analytics components

Embeddable analytics components for SaaS products that want to offer reporting to their own customers — charts, tables and dashboards rendered inside the customer's account view, showing that customer's data only, with the host product's branding.

  • Embeddable chart and table components via iframe or JavaScript SDK
  • Row-level data isolation per embedded customer account
  • White-label branding: colours, fonts and logo inherited from host
  • SSO passthrough: user authenticated in host product, no separate login
  • Configurable date range, metric and filter parameters
  • Mobile-responsive embedded components
  • Customer-configurable dashboard within embedded context
  • Usage analytics: which embedded reports customers view most
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