Fidar’s report and dashboard builder lets managers and analysts turn any list into a pivot, chart or dashboard without writing queries or waiting for IT — with exactly the permissions they already have in the system.
Free in every subscription’s core · Excel and PDF export from any report
Problem and solution
In many companies every new report means a ticket to IT or a spreadsheet someone has to update by hand each week. By the time the report arrives, the decision has already been made.
Adding a single column to the sales report means waiting for a developer.
A no-code builder: you pick the data source, fields, filters, grouping and calculated columns, and save the report for yourself or the team.
Sales reports one figure and finance another, because each pulls from its own file.
All reports read from one database and shared definitions, and every number drills down to the individual document.
It was built once and no longer answers today’s questions.
A drag-and-drop builder with KPI, trend, funnel, target-gauge and table widgets; each role has an editable default dashboard.
A spreadsheet passed around shows margins to people who shouldn’t see them.
Reports enforce the system’s access rules: if you can’t see a document, you won’t see its numbers in any total or chart.
Capabilities
Most companies start with three dashboards: a CEO view with four to six KPIs, a sales-manager view with pipeline and team performance, and an operational view for each rep with today’s work. More than that rarely gets used in the first month.
Write down a definition for each KPI: does “sales” mean invoiced or confirmed orders? Including tax or not? Fidar’s report builder stores the formula, but agreeing the definition is management’s job.
Prefer conditional alerts to long reports. A manager who won’t scan a hundred-row table every day will react to “today’s sales are 20% below average”.
Integration
No Fidar module ships its own reporting engine. They all use one shared reporting layer, so the fields of any module you switch on are instantly available in the builder and can sit next to data from other modules.
For the overall approach, see Reporting & BI.
Reports
Each module comes with default reports and dashboards you can use as-is or copy and customise.
Access
The biggest risk in reporting is data leakage. In Fidar every report and dashboard runs with the viewer’s permissions — not its author’s.
Security and user accessNo. The builder is fully visual: you choose the data source, fields, filters and grouping from lists, and write simple formulas such as a sum or ratio for calculated columns.
From every module active in your organisation, within the user’s permissions. Modules that aren’t active or that the user can’t access don’t appear as data sources.
Yes. Grouping by day, week, month, quarter and fiscal year works in both calendars, and the same report shows Gregorian dates to English-speaking users.
Yes. Any report or dashboard can be emailed as PDF or Excel to one or more people on a schedule — say every Saturday at 8 am.
A report is a single table or chart with a defined query. A dashboard is a page that shows several reports and key performance indicators (KPIs) side by side with a shared date filter.
Heavy reports run on a separate analytical data layer in the background, and every query has time and row limits so the main system stays fast.
Pipeline, leads and deals, kanban stages and revenue forecast.
Roles, org scope, record rules and field-level security.
One shared list of people and companies for every module.
Standard chart of accounts, automatic journals and bank reconciliation.
Import your data, start from the default dashboards and add your own widgets wherever you need them.