Reporting Xpress's report designers and subject matter experts will work with you and/or your team to design your reports to your liking. We will then implement those reports for you and work with you to validate the results. One of the reasons we have so much control over the look and formatting of reports is that our current report design surface is Microsoft's Visual Studio, a software development tool. Our administrator's console gives you (the client) the ability to change things like filters, date ranges, etc., but the layout is currently controlled by Visual Studio. If you would like to make other changes to report layouts, just let us know and we will be happy to accommodate those. Reporting as a Service includes those changes. We will be releasing a web-based report design surface that will allow you to create reports from scratch, if you so desire.

Reporting Xpress can create reports that mimic your existing reports and schedule them to run automatically in our system, but why would you want to? At a minimum, we can brand those reports with your organization's logo and colors and fix all the little nit-picky things that you don't like about even your most valuable reports, such as removing unnecessary columns, adding new columns, reordering columns, adding subtotals by anything, listing donor addresses under their names, etc.

We prefer to source data from cloud-based systems that allow API access to underlying data. In some cases, we can also source data from on-premise systems via VPN access, and we can include data in raw file format that you may receive from other vendors.

Yes. In most cases we can display custom fields from Blackbaud's Raiser's Edge or Financial Edge.

Yes. We have customers running multiple nightly reports for each project across 6,000+ projects and can scale much larger. One of our mantras is: If you can run reports autonomously, why not run them every day? In a Financial Edge NXT environment where "Projects" are utilized, we typically run 1-4 reports for each project daily and distribute or make available those reports to the individual users responsible for those projects. Permissions can be assigned on a per project, per department or any other basis, so users only see information on projects they are responsible for.

No time. Reports are generated and distributed automatically. Each report is run and stored encrypted in AWS secure storage. Users can access reports they have permissions to via Reporting Xpress's simple intuitive portal or subscribe for their reports' automatic email delivery.

Sure. We can replicate the look of just about anything, and maybe do some things you couldn't do, even with a lot of manual massaging in Excel.

Yes. When we say report, we really mean output. A report can be any type of output you would like. The most common formats consumed by users would be PDF, Excel, or HTML, but we can also produce outputs in any other file format. That includes formatted CSV, XML, SQL, or other files meant to be imported into other systems or used by dashboarding or other data visualization tools.

Yes. Reporting Xpress can extract data from multiple systems and model that data in our temporary data warehouse. We can then produce reports combining data from any/all those systems.

Just about anything you want. We can produce graphs, charts, maps, heat maps, etc., and embed them into reports or produce them as stand-alone outputs.

Of course. Reporting Xpress can style your reports and report portal to include your logo and organization's color scheme. We can also produce reports designed and styled to be inserted directly into board or annual report packages.

Yes. You can subscribe external users such as volunteers, board members, auditors, donors, etc. to receive reports automatically via email.

No. Your subscription fee covers as many unique users as you need.

Data is stored encrypted in secure AWS S3 storage. If your organization is based in a country that requires your data to be stored in country, we will utilize AWS storage in your country for your data.

Amazon’s S3 storage automatically replicates the data across multiple data centers for fault tolerance.

Yes. Suppose you have data that you receive from a service provider in the form of a file. In that case, Reporting Xpress can ingest that data into our temporary data warehouse and include it in your reporting model.

Reporting Xpress will produce an end-user training manual and provide webinar style training for your users. We have found that our user interface is so intuitive that most users don’t feel the need to attend that training. The quote we hear most often is “It is a website. I don’t need training for a website.” We were hoping people would say that. We also provide one on one or small group training for administrators on how to modify things like report schedules and filters and subscribe external users to reports.