Scheduled Sisense reports for software companies that embed analytics.
Your customers don't open dashboards. They read messages.
Try it now on your own Sisense Servers. We reply quickly.
- What
- Inventory Health & Risk PO Distribution
- Who
- Pharvane Network Only their own data
- When
- Mondays, 8:00 AM
- Where
Value on hold rose to $64.76K at Pharvane Network
-
Your Sisense dashboard
The one you already built. Nothing to rebuild.
-
One reporting job
Choose what goes in, who gets it and when.
-
Lands where they work
Email, Slack or Teams. Each client sees only its own numbers.
Built for OEM and embedded analytics
Make the message fit the meeting
A morning summary for leadership, a detailed table for operations. Same data, different message, different channel, each one written your way.
Built to scale, in your design
From 10 jobs to 10,000. Search, filter and switch them on or off in bulk, while runs spread out so Monday 8 AM is never a bottleneck.
Otto: your AI reporting assistant
Otto can do bulk actions, answer questions and assist your users.
"It fits all our needs and support is amazing."
*Reportto is the new generation of Paldi Report Manager.
Hamza Japtjong Director of Innovation & Data, GeriMedica
Read the full article in the Sisense Community site:
Automated scheduled reporting in Sisense opens in a new tabA report that looks good, and gets read
An email that nobody opens tells your customer nothing.
Reportto puts the chart inside the email and the news in the subject line.
"Pharvane Network, open PO value this week: $14.62K" in the subject line. Or let Otto write it: "Value on hold rose to $64.76K at Pharvane Network".
Good morning,
Here is your weekly purchasing report for Pharvane Network, Today & Last 6 Days.
Orders by supplier this week:
Have a good week,
Halvora Reports
The email itself, as the Purchases Director opens it.
How many sound familiar?
Reporting, the way it usually goes.
-
Your reports go out. Nobody opens them.
-
Every customer wants it somewhere else.
-
Every client's report, rebuilt by hand.
-
Nobody's quite sure who gets what.
Meet Otto, the AI assistant inside Reportto
Otto writes the words your customers read first, and runs the busy work for your team. It only words the numbers: it never changes a figure, and never changes a job until you press Confirm.
Hi, I'm Otto. Ask me about your reporting jobs, or ask me to copy one or change its filter values. I never change anything until you press Confirm.
For yourself
A summary on top
Two or three sentences on what changed, written from each client's own report.
A subject line that says the news
"Value on hold rose to $64.76K at Pharvane Network", instead of "Your weekly report".
See what each client gets
Ask "Show me what Pharvane Network will receive" and see the email before it sends.
For the accounts you manage
Ask about your setup
"Which reports use the Purchases Director dashboard?" Plain questions, straight answers.
Change many jobs in one sentence
Copy jobs or change filters for a whole client group. You see every change first, then press Confirm.
Which AI? Your own account at OpenAI, Azure OpenAI or Anthropic. What Otto reads goes only there.
See your own dashboards arrive in your customers' inbox
Start a free trial on your own Sisense. We reply quickly.