Reports

Whether you need the functionality to produce weekly, monthly or annual performance reports, or whether you simply need an accessible view of current activity within the business – we’ve got you covered.

  • Reports let you analyse historic data to make critical business decisions with the most up-to-date and accurate information.
  • Dashboards let you track, filter, analyse and export key information in an intuitive, visual, up-to-the-minute format.

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Dashboards

Tall Emu features a number of indispensable dashboards that let you view important business information at a glance. Dashboards make it easy to track sales, support tickets, invoices, quotes, employees and more to give you a good idea of where your business stands.

  • Dashboards use up-to-the-minute data to provide live performance reporting on key areas and performance indicators within your business.
  • Our dashboards are incredibly easy to use and are highly interactive so you’ll have no trouble performing your analysis.
  • Save dashboards to favourites for easy access at any time.
  • View dashboards on any internet-enabled device.

Reporting

Reporting is a key step in developing actionable insights that can be used to facilitate business growth. Reports in Tall Emu are powerful sources of information for further analysis.

  • A huge range of KPI reports can be created, measuring every element of the CRM and keeping you updated on performance.
  • Choose the columns to display, apply advanced filters and sort data within reports.
  • Web viewer with drill down and text linking lets you view records listed on the report with ease.
  • Search tool lets you locate text within the report for simply analysis.

Sort and Filter

We make it easy to find exactly what you’re looking for. When you produce a report or enter a dashboard, our filter options simplify your data analysis so you only see the data you need. Do away with confusing reports that require further calculation.

  • Drill down lets you sort and filter the dashboards and reports to find the exact data that you’re looking for – giving you the tools you need to get specific and find out more.
  • Add multiple filters at once including date range, salesperson, sales region, products, accounts, categories and more.

Export and Share

Depending on user permissions, reports and dashboards within CRM can be viewed by anyone with log-in access. Great for holding your team accountable, every user can track themselves, and the business, using insights to assess the current state of play and take action to reach targets.

  • With a few clicks you can export and share a dashboard view with key stakeholders or clients.
  • Set up report schedules that automatically send reports to the desired recipients.