Features a Business Reporting Software Must Have

Business reporting software allows businesses to collect and analyze data. Insights from accurate and up-to-date data enable users to make more informed decisions. There are many types of reporting software on the market with varying features and reporting functionality. When making a choice it’s important to consider the needs of your business. We will explore the features you need to look for and why they are important.

Different types of reports

The reporting capabilities of the software should allow for the generation of different types of reports essential for making crucial business decisions. These may be operational, strategic, or analytical reports.

  •     Reports that focus on daily business operations. They offer real-time data that helps with managing resources and addressing problems promptly. Users should be able to create ad-hoc reports and distribute them on the fly. This flexibility is essential for making quick, data-informed decisions.
  •     Strategic reports that help with long-term planning. They offer a high-level view of performance in relation to goals. This may include progress on key performance indicators (KPIs), competitive analyses, and market trends.
  •     Reports that break down complex data to show trends, patterns, and relationships. These analytical reports are essential for making evidence-based decisions.

When compiling complex reports it may be necessary to merge multiple PDF documents into a single file. You may need to do this when reports are generated separately and you need to combine them. It may seem easy to merge PDF files on a Mac but this isn’t always the case. You can use Preview on a Mac to combine files. But it can be a problem to save the document if it contains any annotations, custom changes, or scripts. There are various third-party apps you can use that make merging PDFs seamless on your Mac. 

PDF Merging Solutions for Mac Users


  • An interactive dashboard

Check out the dashboard the software offers. It should be interactive and have an easy-to-use interface. You should be able to view reports in various formats. Some of these formats include line graphs, bar charts, heat maps, and pie charts. Features like filters and drill-downs are important. This gives you easy access to specific data. A good dashboard will be customizable to your specific business needs. Customizing a dashboard can improve user adoption.

  • Access to all data sources

A business reporting tool must be able to connect to a variety of internal and external data sources. This includes business databases, spreadsheets, cloud-based applications, and social media platforms.

Without access to all relevant data, reports may offer inaccurate insights. This could lead to poor decisions. The best business reporting software is able to accurately consolidate data sets from various sources.

  • Collaboration

In times when remote work has become the norm, seamless 24/7 team collaboration on various projects plays a key role in business success. One of the important features of enterprise reports is the ability to share them. Collaborating with others may be essential in order to make the best decisions.

A good reporting tool should offer many sharing options. Some of these could be PDF, Excel, email, and PowerPoint. For example, integration with your email service will allow users to send a report directly to other users. There should also be multiple export options and users should be able to export reports in a variety of formats.

  • Report scheduling

The ability to schedule reports is important for any business that generates them on a regular basis. Scheduling reports ensures that the most up-to-date data is available. It prevents having to manually generate a report each time a user needs one. This saves time which users can spend on other essential tasks.

  • Intelligent alerts

When data reaches a predefined threshold, the software should be able to send intelligent alerts such as an email or SMS to an appropriate party. An alert like this may notify a CEO when a customer cancels an account or when sales numbers reach abnormal levels.

  • Mobile support

Business reporting software must be able to adapt to any platform or device. Users should be able to have a seamless viewing experience whether accessing a report on a PC, tablet, or smartphone.

  • Robust security features

Strong security measures are essential, especially if your business handles sensitive data. Security protocols and adherence to industry standards will help to prevent unauthorized access to confidential information and data breaches. These measures may include encryption, single sign-on, and the ability to give users or groups of users varying levels of access to the software depending on their roles.


Business reporting software is essential for your business to collect and analyze data. The market has plenty of options to choose from so it’s important to choose software that suits your particular business needs. You must consider factors such as the ability to customize the dashboard, retrieve accurate data from many sources, and generate the types of reports your business needs. Receiving critical data insights can help you to make better decisions and take business performance to a new level.


Sudeep Bhatnagar
Co-founder & Director of Business
Sudeep Bhatnagar

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