Finding software can be overwhelming. Software Advice has helped thousands of companies find reporting tools to help prepare and produce reports for internal and external use.

Showing 1-20 of 130 products

Reach Reporting

Reach Reporting is a financial reporting solution that helps certified public accountants (CPA), bookkeepers, advisors and other financial professionals create reports to gain insights into business performance, balance sheets, ca... Read more

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Dundas BI

Dundas BI, from Dundas Data Visualization, is a browser-based business intelligence and data visualization platform that includes integrated dashboards, reporting tools, and data analytics. It provides end users the ability to cre... Read more

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Domo

Domo is the Business Cloud®, empowering organizations of all sizes with BI leverage at cloud scale in record time. With Domo, BI-critical processes that took weeks, months or more can now be done on the fly, in minutes or seconds,... Read more

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Adverity

Adverity is a business intelligence (BI) solution that helps brands and agencies to connect and manage their data sources in a single platform. Adverity comprises three modules: Adverity Datatap, Adverity Insights and Adverity Pre... Read more

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Spreadsheet Server

Connect your ERP to Excel in real-time. insightserver works as an intuitive Microsoft Excel add-on, providing live data from 140+ Financial Systems into Excel for reporting and analysis, including drill-down. Empower users to... Read more

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Wrike

Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view f... Read more

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Adaptive Planning

Workday Adaptive Planning, founded in 2003, provides a web-based system for budgeting, forecasting and reporting. The solution is suitable for a wide variety of company sizes. Delivered over the Web in a software-as-a-service (Saa... Read more

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TapClicks

TapClicks is a smart marketing cloud-based set of automated marketing solutions designed to work in unison, powered by your data. We make the complex world of marketing easy with everything a business needs to differentiate itself... Read more

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Toucan Toco

Toucan Toco is a cloud-based data visualization solution designed to deliver data and insights to non-technical decision makers using visual data storytelling. With Toucan's application studio, businesses are able to create and di... Read more

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ClicData FrontRunners 2021

ClicData is a business intelligence (BI) dashboard solution designed for use primarily by small and midsized businesses. The tool enables end users to create reports and dashboards. A drag-and-drop interface designed for ease... Read more

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Qlik Sense

Qlik Sense is a business intelligence (BI) and visual analytics platform that supports a range of analytic use cases. Built on Qlik’s unique Associative Engine, it supports a full range of users and use-cases across the life-cycle... Read more

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PBRS for Power BI (Power BI Reports Scheduler)

PBRS (Power BI Reports Scheduler) is an on-premise reporting solution that allows users to automate filtration, distribution and delivery of power BI reports and dashboards. The solution can be used by businesses of all sizes acro... Read more

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OneStream XF

OneStream XF is a market-leading CPM 2.0 solution that unifies and simplifies financial consolidation, planning, reporting, analytics and financial data quality. Modernize financial processes, replace multiple legacy applications,... Read more

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AgencyAnalytics

AgencyAnalytics is a cloud-based reporting platform that allows users to schedule, create and personalize regular reports on all marketing campaigns. AgencyAnalytics’ key features include automated reporting, white label dash... Read more

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ManageEngine Exchange Reporter Plus

Exchange Reporter Plus is a cloud-based reporting solution for Microsoft Exchange servers. It is offered by ManageEngine for businesses of all sizes. The solution allows users to track incoming and outgoing email messages, mo... Read more

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RockSolid MAX

RockSolid MAX is an easy-to-use software solution that helps home and building supply retailers with outdated or manual systems upgrade technology and get more done. The software is cloud-based so the initial investment is lower, ... Read more

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Whatagraph FrontRunners 2021

Whatagraph is a cloud-based reporting solution designed to help organizations create and automate marketing reports using predefined templates and various data sources. The multi-user editing functionality allows team members to c... Read more

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BOARD

Created to combine business intelligence, corporate performance management, and business analytics, BOARD is a full-featured business intelligence system that serves midsize and enterprise-level companies in a variety of different... Read more

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DashThis

DashThis is a marketing reporting software, allowing users to create custom dashboards for SEO, SEM, social media, analytics and display advertising reports. Users can integrate multiple data sources, allowing marketers and agenci... Read more

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Izenda Business Intelligence

Izenda is a business intelligence (BI) platform that enables real-time data exploration and report creation. It is suited for software vendors and development teams in enterprises that need to embed BI and analytics functionality ... Read more

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Buyers guide


Last Updated: March 15, 2021

Generating business reports can be a giant headache. Many companies work with multiple disconnected sources of data and, therefore, struggle to analyze business performance in a way that's efficient and actionable.

This is where reporting tools come in. Reporting tools are used to create dashboards, data visualizations, charts and more so companies can more easily gauge business performance.

This guide will explain the types of reporting tools available, their benefits and key considerations for buyers making a purchase decision.

Here's what we'll cover:

What Are Reporting Tools?
Common Types of Reporting Tools
Benefits of Reporting Tools
Key Considerations
What Type of Buyer Are You?
Market Predictions

What Are Reporting Tools?

Reporting tools gather key data from multiple sources and consolidate it. From the collected business performance data, companies can identify trends, patterns and areas for improvement.

Many customer relationship management (CRM) systems offer some reporting functionality, as do many enterprise resource planning (ERP), marketing and sales software solutions. There are also many standalone reporting tools to choose from.

Common Types of Reporting Tools

Buyers purchase reporting tools for many reasons:

  • They have too many employees for their existing reporting tools or methods
  • Their current tools can no longer handle the amount of data the organization collects
  • Their existing methods are slow, cumbersome and inaccurate
  • Their current tools are only usable by IT staff, i.e., not accessible

While different solutions vary, there are a number of reporting solutions that address the above pain points. Below are the most common types:

Dashboard software Helps organizations focus on the metrics that are most important to their operations. Think of a dashboard as a display of the current overall status of your business.
Data visualization software Offers graphical representations of data via simple user interfaces. Gives users a more insightful way to look at data that is often more digestible for those who feel overwhelmed by reports heavy on figures and text.
Scorecarding tools A performance management tool to compare strategic goals with results by attaching a numerical weight to performance and mapping progress toward goals.
Ad-hoc report writers Help users design and generate custom, ad-hoc reports. This is especially helpful for organizations that frequently modify their analyses and need to generate new reports quickly.

Benefits of Reporting Tools

There are many benefits to using reporting tools, including:

Visibility of key metrics. Users have immediate access to the information they need to answer critical, real-time questions. This improves and speeds decision making.

 

Domo's Card Builder

 

Domo's Card Builder interprets your data and suggests how to visualize it. This helps users quickly access the most important and critical data for their business.

 

Improved accessibility. In the past, only team members with technical skills could build and access analytics reports. Today, reporting tools make it easy for anyone to instantly create reports and share data.

Key Considerations

A good reporting tool should align with your company’s strategy and goals. It should also offer the following characteristics:

Ease-of-use. If your reporting tool is complicated to use, or even looks like it might be, employees will balk at the idea of using it, or simply give up. Look for reporting tools that are easy to learn with intuitive features and vendors that offer tutorials. To get a sense for this, check out reviews from real users when evaluating your options.

 

Sisense offers “getting started” tutorials to help new users get up to speed.

 

Easy implementation. To avoid a lengthy implementation or one that requires technical expertise, look for software that is easy to get up and running. This saves your IT department the burden of a time-consuming, cumbersome implementation process and ensures you’ll be able to start using your reporting tool right away.

What Type of Buyer Are You?

Reporting tools are used in a wide variety of fields by many types of users. Some of the most common include:

Business and IT analysts. Analysts need to create data visualizations on dashboards that they can embed in different applications. These are buyers looking for tools that allow them to fetch unstructured data from different sources and create customized dashboards for their colleagues, partners and clients. The ideal reporting tool should offer back-end support and integration capabilities that make pulling reports from different systems and databases easy.

Consultants and customer service managers. Reporting tools should enable consultants and customer service managers to create interactive dashboards rather than just data-driven "Excel-based" reports. These buyers are looking for tools that help them seamlessly add customer details or feedback collected from surveys and forums into dashboards. Once that’s done, their clients should be able to interact with the data and drill down to perform further analysis.

Department heads and business managers. A reporting tool that caters to department managers must have integration capabilities with different business applications. Managers need to be able to share data dashboards with colleagues and other stakeholders who use different systems. These could range from human resource management (HRM) and CRM to ERP software and many other tools. Therefore, these users need a reporting solution that comes with advanced integration capabilities. Besides this, such buyers are looking for solutions that offer easy customization options and allow quick access to key business metrics.

Software providers. Software vendors look for reporting tools that integrate with specific functionalities of their software, such as a knowledge base, custom portal etc. At times, they may even decide not to build a native reporting tool and instead embed a third-party reporting dashboard within their solution. These buyers are looking for advanced integration capabilities and white label options.

Nontechnical business users. Professionals in traditionally nontechnical departments, such as sales or customer support, require dashboards where they can view data in a single click. These buyers need reporting tools with interactive dashboards that allow them to drill down further into reports, such as product sales, consumer behavior, budgets and more.

Market Predictions

Gartner’s ''Market Guide for Enterprise-Reporting-Based Platforms'' (content available to Gartner clients) states: ''By 2020, 80% of all enterprise reporting will be based on modern BI and analytics platforms; the remaining 20% will still be on IT-centric reporting-based platforms because the risk to change outweighs value.''

Forbes Insights, in association with Qlik, conducted a global survey of 437 senior executives, which revealed that four out of five organizations (81 percent) experienced ''very significant business benefits from their BI programs.''

FrontRunners

Your Guide to Top Reporting Software, January 2021

Software Advice uses reviews from real software users to highlight the top-rated Reporting Tools products in North America.

Learn how products are chosen

Explore FrontRunners

“Usability” includes user ratings for Functionality and Ease of Use.“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.Reviews analysis period: The reviews analysis period spans two years and ends on the 15th of the month prior to publication.