Analytics & Reporting

Role-specific dashboards surface what matters most to each person on your team. Pre-built KPI widgets, a custom report builder, PDF/Excel exports, and scheduled delivery mean your board gets their package and your team stays informed — automatically.

• ✓Five role-specific dashboards: Owner, Admin, Manager, Member, and Viewer — each sees what they need
• ✓20+ pre-built KPI widgets: fund balance, pending approvals, compliance health, goal progress, and more
• ✓Scheduled report delivery to internal users and external emails — daily, weekly, or monthly