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Reporting & Analytics

Proactive Report Distribution

Automatically deliver exec-ready reports on a daily, weekly, or monthly schedule: board packs, QBRs, and team dashboards land in inboxes without anyone exporting a thing.

Scheduled delivery via email and shared links, configured per report and audience. Board packs, QBR summaries, and recruiter dashboards are generated and sent automatically. No one needs to remember to run a report, format it, or email it.

Works on
Reporting & Analytics
Platform
Bullhorn and Invenias
Complexity
Simple
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.