TrustRadius: an HG Insights company

ReportWa

Score6.4 out of 10

1 Reviews and Ratings

Get a Demo

What is ReportWa?

ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities.

ReportWa is a single tool for your reporting and compliance needs that lets you design pixel-perfect reports with data visualization, allowing users to gain useful insights into their data right inside their favorite MS Word and Excel files. In a few clicks, users can configure all the processes once and reuse always. Processes include report packaging, scheduled report generation, automatic report distribution via email and scheduled data import. Store your reports safely and securely in Investor Portal and share anytime, anywhere with your clients.

The vendor claims this entire suite of services saves up to 60% of your cost and time.

Categories & Use Cases

Media

Design pixel perfect reports using MS Word and Excel.
Create User Intuitive dynamic dashboards.
Empowers you to perform a comprehensive Audit Log with a single click.

1 / 3

Reviews

What users are saying about ReportWa.
View all reviews

Reportwa at a glance

Incentivized
Manas Singh
IT Architect in Information Technology at Guardian (10,001+ employees employees)

Use Cases and Deployment Scope

Reportwa is being used by the developers to support the financial analytics team to generate the reports. It supports many data connectors and helps retrieve data from multiple sources. Customized dashboards are generated for financial advisors based on their roles. The reports are automated and scheduled and provide useful timely insights to make business decisions.

Pros

  • Automate generation of reports
  • User Intuitive customizable dashboard
  • Drag and drop ability for cutomization
  • one click publish and distribute reports
  • Integration with Microsoft Word and Excel
  • Marketing and Sales report
  • Distribution through email
  • Role based access to dashboards

Cons

  • Provide support for custom script
  • Self service for business users can be improved
  • Support to configure data models to be consumed by ML

Most Important Features

  • Dashboard
  • Self Service capability
  • Integration with Microsoft Excel
  • Audit and compliance templates

Return on Investment

  • Improved productivity by 60 percent
  • Monetization of data
  • Insights through proper Visualization and reporting
  • Multiple data connectors
  • Report distribution

Alternatives Considered

IBM Cognos Analytics with Watson and Tableau Desktop

Other Software Used

Microsoft Teams, Chrome DevTools, SonarQube, Snyk