Why partner with Panintelligence?

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.

  • Access local teams for face-to-face support
  • Our partners help to develop our products
  • Our software scales with your business
  • Every release is rigorously tested
  • We don’t move your data, just connect to it
  • Secure API and SSO, and we’re GDPR-compliant
  • Intuitive UI for users to access their data
  • Embed any chart or table into your application

How to schedule a chart

Once Pi Report is enabled in the Panintelligence Dashboard, there will be a new icon in the options menu on any chart or data table. Clicking here will bring up the scheduler window.

The list of potential recipients that is found here relates to the parent hierarchies that the current user is a part of. This could be all the members of a user’s team, for example.

Each of those users can be selected individually for the user to decide exactly which people are allowed to receive and consume this data.

The user can also fill out various areas of content, including the email title and body that is being sent alongside the chart to give relevancy to the data that users will receive.

How to schedule a chart

Reporting FAQs

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.

Receiving scheduled reports

Users can decide whether they want to schedule reports to people and can set the data/time and frequency that reports will be scheduled. For example, this might be on the 1st of every month, at 9am.

The user scheduling the chart can also set the report to be sent only when data has updated, as Pi Report can also send data to a web service. For example, you can use Panintelligence to trigger actions within your software, which is commonly called If This Then That, or IFTTT.

We can use changes in data to trigger actions via a web service. We don’t change anything directly in your application; we would fire a web service that you would collect to enable you to then action or trigger other activities within your system.

Receiving scheduled reports

How to get Pi Report

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.

Development Partner

Development Partner

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.

Reseller Partner

Reseller Partner

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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Enterprise Partner

Enterprise Partner

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?

Security

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.

Types of schedules

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.

Don’t just embed reporting, embed us

We’re 100% partner-focused

We’re 100% partner-focused

We only sell our products to other software vendors, so you’ll never be competing with us for end user opportunities.

We’re easy to embed

We’re easy to embed

Embed Pi Report to enhance your core product and white-label it so its fully rebranded as your own solution.

Our solution is secure

Our solution is secure

We take data security very seriously. We’re GDPR- and PCI-compliant, having originally been created as a solution for the Finance and Insurance industries.

Our software is easy to integrate

Our software is easy to integrate

Connect to your data with our API and embed any chart from the dashboard in your application.

Reporting Resources

Scheduling Reports in the Panintelligence Dashboard
Scheduling Reports in the Panintelligence Dashboard
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Is your BI solution producing useful reports?
Is your BI solution producing useful reports?
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Join a close partner community

Join a close partner community

Get your hands on Pi Report

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.