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Platform

Management dashboards and reporting on your whole company’s data

Reporting in Fidar is a platform layer, not part of one module. Every module uses the same reporting engine, so sales, finance and operations see the same numbers and every manager builds their own dashboard without waiting for IT.

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Analytical views

Every list is a potential report

These analytical views are one click away on every Fidar record type, from sales deals to activities.

  • Pivot

    Multi-level rows and columns, drill-down to documents, period comparison and Excel export.

  • Charts

    Bar, line, pie and combined charts with a secondary axis on any filter and grouping.

  • Calendar and Gantt

    For activities, meetings and schedules, in Jalali or Gregorian.

  • On the roadmap

    Cohorts

    Customer retention and repeat analysis over time; on the roadmap.

Data architecture

Why Fidar’s numbers agree

Inconsistent reports usually come from scattered data. In Fidar every report reads from one source with one definition.

Small real-time reports run directly on operational data. Heavy analytical reports run on a separate analytical layer that is updated in near real time and already includes Jalali and Gregorian dates, quarters and fiscal years.

The same design lets reporting infrastructure grow with your data without breaking a single report.

  1. 1Operational queriesSmall real-time reports with full access control.
  2. 2Analytical layerAnalysis-ready tables updated from system events.
  3. 3Heavy aggregatesPre-computed views refreshed on a schedule.
  4. 4Growth pathMore reporting capacity without changing reports.

For every role

Management dashboards for every level

Each role has an editable default dashboard. A global date filter with 7, 30, 90 and 365-day presets applies to every widget.

  • CEO

    Four to six key growth, sales and cash indicators with trend and % change.

  • Sales manager

    Pipeline, weighted forecast, rep performance and stale deals.

  • Coming soon

    CFO

    Financial statements, receivables ageing and cash flow — when Accounting ships.

  • Coming soon

    Production manager

    OEE, stops and cost variance — when the manufacturing modules ship.

No-code report builder

Build a report in four steps

  1. 1

    Data source

    Pick a record type or analytical dataset; only sources you can access are listed.

  2. 2

    Fields and filters

    Choose columns, conditions and multi-level grouping from lists.

  3. 3

    Calculated columns

    Simple formulas such as margin or conversion rate, plus conditional formatting with icons.

  4. 4

    Save and share

    Add to a menu or dashboard, share with roles or schedule delivery.

Security

Reports never bypass permissions

Fidar’s rule is simple: if you can’t see a document, you won’t see its number in any total or chart.

  • Runs with the viewer’s accessA shared report shows each person the numbers in their own scope.
  • Sensitive fields maskedSalaries, national IDs and unit costs stay hidden in reports and exports.
  • Time and row limitsEvery report query has a timeout and row cap so the main system stays fast.
Security and access in Fidar

Distribution

Reports come to people, not the other way round

  • Scheduled delivery

    Any report or dashboard as PDF or Excel by email, when you want it.

  • Conditional alerts

    For example, “daily sales 20% below average” by notification or email.

  • Print layouts

    Branded templates with amounts in words, in English or Persian.

  • On the roadmap

    Natural-language questions

    An AI reporting assistant that respects permissions; a later phase.

Reporting & BI FAQ

What is a management dashboard?

A page that shows key performance indicators (KPIs) side by side with charts and trends so a manager can see the state of the business at a glance.

How is BI in Fidar different from a standalone BI tool?

Standalone BI tools copy data out of several systems and usually lose the access rules. In Fidar reports run on the same data with the same permissions as the system. See what is BI.

Can I send data to another BI tool?

Excel export from any report is available today. A public API for integrating other tools is on Fidar’s integration roadmap.

Are statutory financial reports included?

Standard financial reports such as the balance sheet, P&L and trial balance arrive with the Accounting module.

Build your first management dashboard today

Start with CRM and the report builder; every new module adds its data to the same dashboards.

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