Build a report on anything.
Seventy-seven ready-made reports across twelve departments, thirty-one of them templates. Every card shows what the report covers, how many columns it has and how it is grouped, so you know it answers your question before you open it.
Deals, invoices, employees, workflow runs, contracts, conversations and knowledge base articles. One reporting surface over one database, so a report can read anything the platform records.
The catalogue
Seventy-seven reports, ready to run.
Filter by department or browse the whole list. Every card shows what the report covers, how many columns it has and whether the results are grouped, so you can tell if it answers your question before you run it.
Create, view, and export tabular reports from any module.
Campaigns with budget, spend and channel.
Every workflow execution with status and run timing.
All defined workflows grouped by category.
Inbound conversations across channels.
Recent email threads by folder.
Knowledge base articles and publishing status.
Contracts grouped by signing status.
Signature requests and their progress.
Completed deals with revenue.
All deals by stage with revenue breakdown.
Active subscriptions with renewal dates.
Full staff directory by department.
Know what a report answers before you open it.
Report on any part of the business.
Your whole business already runs in NearSync, so a report can cover any of it. No connectors, no overnight copies.
- Report on deals, invoices and subscriptions
- Report on employees, leave and attendance
- Report on workflow runs, contracts and signatures
- Report on conversations, emails and knowledge base articles
- Export any report you have run
Every card tells you what to expect.
Thirty-one of the seventy-seven come as templates, so the common reports already exist.
- See what the report covers, right on the card
- See how many columns it includes
- See whether the results are grouped
- Start from one of thirty-one templates
- Build your own from any part of the platform
Access
Who can do what.
Anyone can run and export the reports they have access to. A report that covers another department, or the whole organisation, follows the same access rules as everything else in NearSync.
Browse the catalogue and run a report.
Export the reports you run.
Create reports for your department.
Decide who can report across departments.
Admin is the highest role and is not limited by these permissions, so give it only to the small group that genuinely needs it.
One question, start to finish
One question, answered by a template.
The card showed a campaign report with eight columns, grouped, so it was clearly the right one before anybody opened it. It ran on live numbers, not an overnight copy, and the export went straight into the five o'clock call.
Asked at four in the afternoon, needed before the five o'clock call.