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Reporting, Training & Support

Custom Reporting & Dashboards

Enterprise ships reporting the smaller editions simply can't — combined reports across entities, advanced customization, and role-based access. We build the reports and dashboards your leadership actually decides from, wire in budget-vs-actual and inventory or job costing where relevant, and schedule them so the numbers arrive rather than waiting to be pulled. Choose exactly the ones you need.

from $99 Ask a question

No payment now — we confirm scope and send a secure invoice. Configure your options at checkout.

What's included

Live, auto-updating dashboards
Scheduled email delivery
Custom date ranges & filters
Budget vs. actual tracking

Plans & options

Configure exactly what you need — priced transparently and selected at checkout.

Choose your dashboards & reports

Pick any — each is built and priced individually. Select the ones you want at checkout.

Complete Financial Summary+$149
Cash Flow+$99
Accounts Receivable (who owes you)+$99
Accounts Payable (what you owe)+$99
Sales & Invoices+$119
Payroll & Team Costs+$119
Inventory & COGS+$119
Custom KPI Dashboard+$149

How it works

1
Add & configure
Add this service, pick your options, and check out — no payment taken yet.
2
We confirm scope
A specialist reviews your request and sends a secure invoice within one business day.
3
We deliver
We do the work and walk you through the result.

Enterprise Team Training

Role-by-role training on your Enterprise setup — inventory, approvals, reporting, and who can touch what.

Enterprise Health Check

A technical review of your Enterprise file — data integrity, inventory, permissions, and performance — with a prioritized fix list.

Enterprise Priority Support

On-call technical cover for your Enterprise environment, billed on the term you choose.

Ready to get started?

Add Custom Reporting & Dashboards to your cart, or reach out and we'll scope it with you.

Contact us