Reportwa at a glance
April 14, 2022

Reportwa at a glance

Manas Singh | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with ReportWa

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.
  • 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
  • Provide support for custom script
  • Self service for business users can be improved
  • Support to configure data models to be consumed by ML
  • Dashboard
  • Self Service capability
  • Integration with Microsoft Excel
  • Audit and compliance templates
  • Improved productivity by 60 percent
  • Monetization of data
  • Insights through proper Visualization and reporting
  • Multiple data connectors
  • Report distribution
Light weight and cheap compared to other vendor solution. Does the job.

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Provide self service capability for financial advisors to build highly customizable dashboards and reports. Out of the box template for sales, marketing and audit related templates for reporting makes it easier to get started with reporting. Ability to export reports as pdfs , imbedding reports to Microsoft Excel and Word.