TrustRadius: an HG Insights company

ReportWa

Score6.4 out of 10

1 Reviews and Ratings

What is ReportWa?

ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities.

Read more details.

Categories & Use Cases

Media

Screenshot of Design pixel perfect reports using MS Word and Excel.
Screenshot of Create User Intuitive dynamic dashboards.
Screenshot of Empowers you to perform a comprehensive Audit Log with a single click.

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Screenshot of Design pixel perfect reports using MS Word and Excel.

Reportwa at a glance

Use Cases and Deployment Scope

Reportwa is being used by the developers to support the financial analytics team to generate the reports. It supports many data connectors and helps retrieve data from multiple sources. Customized dashboards are generated for financial advisors based on their roles. The reports are automated and scheduled and provide useful timely insights to make business decisions.

Pros

  • Automate generation of reports
  • User Intuitive customizable dashboard
  • Drag and drop ability for cutomization
  • one click publish and distribute reports
  • Integration with Microsoft Word and Excel
  • Marketing and Sales report
  • Distribution through email
  • Role based access to dashboards

Cons

  • Provide support for custom script
  • Self service for business users can be improved
  • Support to configure data models to be consumed by ML

Most Important Features

  • Dashboard
  • Self Service capability
  • Integration with Microsoft Excel
  • Audit and compliance templates

Return on Investment

  • Improved productivity by 60 percent
  • Monetization of data
  • Insights through proper Visualization and reporting
  • Multiple data connectors
  • Report distribution

Alternatives Considered

IBM Cognos Analytics with Watson and Tableau Desktop

Other Software Used

Microsoft Teams, Chrome DevTools, SonarQube, Snyk