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MIS Reports | Custom Report Builder

The next MIS report your CFO asks for, built without IT.

Drag-and-drop fields from a governed metadata library. Filter, group, pivot. Choose the visualisation. Live preview while you build. Save, share with role-scoped access, schedule. The CFO's next ask is tomorrow's 30-minute build, not next quarter's IT ticket.

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Custom Report Builder screenshot

How it works

From CFO ask to scheduled report.

Step 01

Pick fields from a governed library

The metadata library carries every field finance has defined. Fields are governed centrally so the same revenue number means the same thing across reports.

Step 02

Drag, drop, filter, pivot

No-code builder. Drag fields onto rows, columns, filters and aggregations. The live preview updates as you build.

Step 03

Visualise and share

Tables, line charts, bar charts, stacked, donut, KPI cards. Save with role-scoped access; share with the team or the board.

Step 04

Schedule the delivery

Daily, weekly or monthly. Email, Slack, WhatsApp, S3. The recipient sees the snapshot plus the live link.

What the system does

Capability, input, output.

  • Field metadata library

    Input
    Finance-governed master
    Output
    Drag-and-drop field source

  • Filters and groupings

    Input
    Field selection + filter rules
    Output
    Filtered, grouped result set

  • Visualisations

    Input
    Table, line, bar, donut, KPI
    Output
    Live-preview chart

  • Role-scoped sharing

    Input
    Permissions + audience
    Output
    Restricted access per recipient

  • Scheduled delivery

    Input
    Cadence + channel
    Output
    Email, Slack, WhatsApp, S3 delivery

Compliance + integrations

Reports the CFO trusts because finance owns the definitions.

Field definitions are governed centrally. Permissions enforce who reads what. The drill-down preserves the audit trail. The custom builder does not bypass the controls; it sits inside them.

Regulations we work within

  • Rule 11(g), Companies Act

    Audit trail preserved across drill-down.

  • DPDP Act 2023

    Personal-data fields surface with the right access controls.

Connects to

  • Email Scheduled delivery
  • Slack Snapshot + live link
  • WhatsApp Business Snapshot delivery
  • S3 Archive delivery

Custom Report Builder FAQ

What buyers ask.

Can a non-finance user (procurement, sales) build their own report?

Yes. The builder is no-code. Field permissions limit which fields each user sees, so procurement sees procurement fields and sales sees sales fields. Finance owns the field metadata; the rest of the company picks from those definitions.

How is the drill-down audit trail preserved?

Every drill-down event (who clicked which KPI on which date) is captured. The underlying records the user accessed are visible in the audit log. The Rule 11(g) trail extends to custom reports.

Can custom reports be embedded in another tool (Notion, Confluence, internal portal)?

Yes. Reports embed via signed iframe URLs with role-scoped access. The Notion or Confluence reader sees the live report inside their own context. The embed permissions follow the user, not the page.

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Build a custom MIS in 30 minutes.

Connect your data. Pick the fields. The CFO's next ask becomes a saved, shared, scheduled report inside half an hour.

Start free trialBook a demo