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.

Start free trial Book a demo

What the system does

Capability, input, output.

Capability	Input	Output
Field metadata library	Finance-governed master	Drag-and-drop field source
Filters and groupings	Field selection + filter rules	Filtered, grouped result set
Visualisations	Table, line, bar, donut, KPI	Live-preview chart
Role-scoped sharing	Permissions + audience	Restricted access per recipient
Scheduled delivery	Cadence + channel	Email, Slack, S3 delivery

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, 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

PDPA 2012

Personal-data fields surface only to users with a basis to see them, whoever built the report.
Access logging

Who ran which report, over what period, retained. A report is a data export.

Connects to

Email Scheduled delivery
Slack Snapshot + live link
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, and the underlying records the user accessed are visible in the audit log. The audit 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.

Related features

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.