Pi Report is a new Panintelligence module which allows you to create and schedule visual, insightful reports.
Our reporting module allows users to schedule charts to other users via email, and applies existing security restrictions and user permissions as it distributes those reports.
We’re a local, UK-based software developer who supports our partners every step of the way – from integrating our product into yours and providing on-going technical, sales, and marketing support. We want to drive real ROI for your business.
The dashboard has revolutionised the way that we manage our claims data. The more people use the dashboard the more they enjoy using it.
The Panintelligence product is a great fit for Document Manager, both from a technology perspective and the added value it gives our customers providing clear visibility of their document processes, workloads and KPIs.
We wanted a tool which was easy to use, provided customers with insight, and at a glance showed them how we were performing against our SLAs. We fell in love with the dashboard and decided that this was the tool we needed.
Built on top of the Panintelligence platform, Pi Report allows users to easily create and distribute reports which are created from existing elements that already exist within your dashboards.
With Pi Report you can schedule reports either to be distributed by email, or to be saved to a directory.
The scheduler bursts content to users, meaning that you only need to create a schedule once and decide who you want to distribute it to.
When considering if our reporting module meets your needs, it’s important to ask any and all questions you may have in mind.
The still lives with you, in the original source database. We don’t need to move your data to display it in the dashboard; we just connect to it using our secure API.
Only users with admin privileges can set up schedules and audit all the reports that have been set up. When bursting a report to people, all user restrictions will be honoured.
For users to schedule reports, they’ll need to be an administrator of the dashboard and the Pi Report module. People who can receive scheduled reports don’t have to be users of the dashboard.
As with all the Panintelligence product suite, Pi Report can be embedded and/or white-labelled with your branding, so it looks like your core product.
Both the Pi Dashboard and the Pi Report module can be integrated with your software in a matter of days. Our consultants can install the software remotely, or onsite with your teams.
When sending a chart or a graph via email with Pi Report, that data must exist in the Pi Dashboard already. We can connect directly to your existing databases and display that information in our software.
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We set up and maintain user security through user roles. You're able to define exactly what each user can and can't see, and can and can't do within the Panintelligence product suite, so they can only consume the data that's relevant to them and their roles.
When a report is created and sent, the version of that report only contains the data that the recipient is authorised to see.
The security permissions used to decide what data the user receives are the same parameters which are already configured within the dashboard.
We offer payment models and flexible commercial terms for our Pi Dashboard. Both Pi Analytics and Pi Report are sold as add-ons to the base product. Explore our current models below, or get in touch with us to discuss how we can tailor an arrangement to your business needs.
Allows you to evaluate and develop the product proposition for your customers.
You can deploy the software against all your internal applications.
Benefit from heavily discounted consultancy rates, should you need help.
Access our full range of marketing materials to develop your market proposition.
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Sell Panintelligence as a standalone solution or help other products sell faster.
We will train your team to become self-sufficient in implementation and support.
Get dashboards up and running against your customers data in a matter of hours.
Enhance your proposition and earn great margins.
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Choose the customer licensing and pricing model you're most comfortable with.
Revenue Share Partner: For a smaller annual licence fee, revenue is split 50/50.
Annual Enterprise Partner: For a higher annual licence fee, keep 100% of revenues.
With either partnership, benefit from our responsive and supportive team.
Why partner?
Users of the Panintelligence Dashboard with admin privileges can go into the Configuration area to view all the schedules that are currently running.
Here, we can see all the schedules that are waiting to run, those that have run, and whether those schedules have been completed successfully or have failed. If any schedules have failed to run, the dashboard will provide information as to why this is.
This area of the dashboard also allows you to access a full audit trail of schedules that have been set up and run. Therefore, anything users do in the dashboard is fully visible to administrators.
Admins of the dashboard can also assign user roles and privileges to control exactly who can schedule reports, and all these user restrictions will be honoured whenever a report schedule is sent.
The main formats that reports can be sent in, via email, is .csv or .pdf.
These are universal formats which anyone is likely to be able to open on their device, whether that’s mobile or desktop.
We don’t just have reports and charts that are running on a schedule, we can also schedule reports based on KPIs.
We have KPIs that will sample data in your underlying system on a schedule, and again, store that as a data point within Panintelligence to show trend lines over time.
We only sell our products to other software vendors, so you’ll never be competing with us for end user opportunities.
Embed Pi Report to enhance your core product and white-label it so its fully rebranded as your own solution.
We’re GDPR- and PCI-compliant, originally created as a solution for the Finance and Insurance industries.
You're able to connect to your data with our API and embed any chart from the dashboard in your application.
The Pi Report module takes the automation of reporting to a new level, with users being able to receive reports exactly when they need them – whether this is on a set schedule or simply when the data in a particular chart has changed.
Go a step further than business intelligence software and take your customer's reporting to a new level, saving time and making working life loads easier.
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