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Administration

Reporting, Dashboards & Administration

One administrative and reporting layer over every active module.

Who it's for

Owners, general managers and system administrators.

The problem today

Management reporting is assembled by hand from whatever each department last sent, so it is always late and never quite agrees with itself.

  • Management reports are assembled by hand each period
  • Each department sends numbers in its own format
  • Figures disagree between reports
  • Approvals wait in inboxes without being noticed
  • Nobody can prove which notification was sent to whom
  • Access changes require developer help

What it does

Executive dashboards

  • Analytics dashboard pulling KPIs from every active module
  • Annual summary dashboards with year-on-year comparison
  • Period filtering with PDF or Excel exports where supported

Approvals and oversight

  • Pending reviews centre — one queue for everything awaiting approval
  • User performance monitor showing who is entering data and what remains pending
  • Audit trails behind records and approvals

Notifications and email

  • Notification centre with per-user preferences
  • Email digests and push notifications where enabled
  • Email dashboard covering delivery logs, failures, recipients, templates and audit

Users and access control

  • User management and role management
  • Granular page-level permissions maintained by administrators
  • User session history and forced logout controls

System administration

  • File browser for all uploaded attachments, global or per module
  • Asset and system settings management
  • Expiry and alert configuration across modules

How the process works

  • 1

    Modules record the work

    Each active module captures its own transactions once, at source.

  • 2

    KPIs are aggregated

    Dashboards read from the active modules instead of a re-typed spreadsheet.

  • 3

    Approvals are queued

    Anything awaiting review appears in one queue with its owner and age.

  • 4

    People are notified

    Notifications and email digests go out according to each user's preferences, and delivery is logged.

  • 5

    Administrators control access

    Roles, page permissions and sessions are maintained in the system, without a developer.

  • Benefits

    • One screen answers "how is the business doing today?"
    • Approvals never sit unnoticed
    • Administrators control access precisely, without developer help
    • Every notification that was sent can be proven

    Why teams choose it

    • Live KPIs from every module
    • One approval queue for the whole business
    • Granular, self-service access control
    • Provable notification history

    Estimated saving: ~19 hours per month of report assembly

    Estimated — a modelled figure based on a mid-sized operation, not a measured customer result. We will rework it with your own volumes.

    The estimate depends on:

    • Number of active modules and companies
    • How reports are assembled today
    • Reporting frequency and number of recipients
    • Data quality inside the source modules
    • Administrator adoption of roles and permissions

    Frequently asked questions

    Get one live view of the business, one approval queue and full control over access.