ReportBuilder360
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SOLUTIONS

Built around the work.
Not the other way around.

Use one reporting workflow for operational summaries, records, financial documents, and application reporting.

Operations teams

Turn recurring questions into saved reports: status summaries, exception lists, activity trends, and detailed tables.

See an example

Finance & administration

Structure statements, summaries, and supporting detail. Confirm calculations and export output with your own data.

Explore document examples

Profiles & records

Combine profile information, photos, related records, and structured detail in a reusable report layout.

Explore a profile example
ON-PREMISES

Your environment.
A clear rollout plan.

Deploy the application on infrastructure you operate. Validate the target server, customer data connections, backup process, and access model as part of the pilot.

  • Installation scoped to your server environment
  • Data connections managed within the application
  • Workspace backup and recovery controls
  • Support responsibilities agreed before rollout
Read the deployment guide
YOUR ENVIRONMENTApplication · report catalog · managed assets
ReportBuilder360Designers → authorized readers
YOUR DATA SOURCESRead access scoped to approved datasets
APPLICATION TEAMS

Bring reports into
your application journey.

Discuss report embedding, allowed origins, and API-based execution for your use case. Validate authentication and report permissions before exposing a customer-facing experience.

Discuss an integration
Integration planning

Start with the contract.

Which reports? Which readers? Which parameters? Which export formats? Agree the access boundary before writing the integration.

Deployment considerations →
FIND YOUR STARTING POINT

Different questions.
One connected reporting workflow.

Explore four ways to combine charts, documents and supporting records.

Finance reporting

Bring movements, balances and a reconciled supporting table into one report. Start with an approved finance dataset and review the calculations before distribution.

Explore the use case

Operations reporting

Bring workload, status and detailed records together so the report helps a team identify what needs attention.

Explore the use case

Customer profile reporting

Combine a portrait, identity fields and related records into a structured profile document. Design access and data use around your organization’s policies.

Explore the use case

Management reporting

Create a management report that combines headline measures, trends and regional detail in one document.

Explore the use case
EXPLORE BEFORE YOU START

See the workflow.
Plan the deployment.

Get clear on what the product does and what your team will operate.

Guided product tour

Follow a synthetic report from dataset to review and delivery.

Start the tour

Deployment comparison

Compare hosted and on-premises operational responsibilities.

Compare options

Frequently asked questions

Find answers about AI, templates, access and support.

Read the FAQ
MAKE YOUR NEXT REPORT A TURNING POINT

Bring the data.
We’ll explore the possibility.

Book a product conversation sales@reportbuilder360.com