Without writing a single query
You pick the source and then its columns, filters, sorting and totals. It is used by whoever knows the business, not whoever knows the database.
You pick the source, the columns, the filters and the totals — and out comes the report. No SQL, no support ticket and no giving anyone access to the database.
What it solves
An ERP ships hundreds of reports and yours is still missing: the specific cross-reference your business needs to look at every Monday. When you have to ask for it, the answer arrives weeks later or arrives wrong; meanwhile you decide with whatever you have, or export to Excel to redo the same cross-reference by hand every month.
What is included
You pick the source and then its columns, filters, sorting and totals. It is used by whoever knows the business, not whoever knows the database.
A document with its lines: invoices with their items, payments with the documents they settle. That is the shape of most real questions.
Each source exposes chosen fields, always scoped to your company. There is no way to ask for data that is not yours, nor to cross what must not be crossed.
PDF to present, Excel and CSV to keep working, TXT to load it into another system. Four formats from the same report.
Who ran what, when and with which filters. It is what lets you reproduce a figure someone questions three months later.
It builds itself and arrives at whatever interval you set. Remembering the Monday report stops being somebody's job.
How it works
It determines which fields are available and what you can filter by.
Columns, filters, sorting and totals, seeing the result as you go.
With the filters you choose now, or let it arrive by email on its own.
In detail
One report serves every month and every branch. Defining one per period is how you end up with forty reports that are the same report.
The new source has different fields, so the old ones cannot be kept. Worth knowing before you touch it on a finished report.
A heavy report landing in twenty inboxes every morning is a burden nobody asked for. Run it first, schedule it after.
Which column adds up, which averages, and where the subtotal breaks. Without that it is a long list, not a report.
What one person builds stays for everyone else. The question gets answered once, instead of each person answering it their own way.
Exposing the whole database would allow queries that cross what must not be crossed. It is a security decision, not a limitation waiting to be lifted.
Who it is for
And waiting for someone to build it is not an option.
To rebuild the same cross-reference by hand, again.
And remembering to is part of somebody's job.
Common questions
No. You pick the source and from there the columns, the filters, the sorting and the totals.
Those in the curated sources, always scoped to your company. It is a security decision: there is no way to request another subscriber's data.
Yes: header plus lines, which is the shape of most real business questions.
PDF, Excel, CSV and TXT, and you can print straight from the screen.
Yes, at whatever interval you set. Worth running it first to see what it returns and who it makes sense to send it to.
Yes, through the run history: who ran it, when and with exactly which filters.
And also
We will show you Report Builder running on a case much like yours, with no obligation.