Apexloop

Reporting and dashboards

Dashboards built on live operational data — no exports needed.

Reporting in Apexloop is not a separate module. Charts, aggregations and KPI panels are built directly on the same databases your team uses every day — so management always sees current data, not last week's export.

0
manual exports
∞
custom charts and views
1
platform for data and reporting
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How reporting works

No exports. No BI tool. Live data.

Every database view can be a chart, aggregation or dashboard panel. Reporting is built on the same records the team works with.

Chart viewsBar, line, pie, area and scatter charts built on any database — filtered, grouped and sorted.
Aggregation rowsSum, count, average, min, max — calculated across all visible rows or groups.
Dashboard panelsCombine multiple chart views, KPI numbers and database views on a single dashboard page.
Filters and groupsDrill down by status, person, date range, team, region or any custom field.
Cross-database rollupsView columns and formula rollups aggregate data from related databases.
Time-based trendsGroup by week, month or quarter to see trends over time on any date field.
Chart views

Turn any database into a chart

Every database in Apexloop can be displayed as a chart view. Choose the chart type, pick the grouping field and select what to measure — that's it.

  1. 1

    Choose the database

    Pick any database — orders, projects, tickets, contacts, invoices, anything.

  2. 2

    Select grouping

    Group by status, category, team member, region, date or any select/multiselect field.

  3. 3

    Pick the metric

    Count records, sum a number column, calculate average or show min/max.

  4. 4

    Apply filters

    Scope the chart to a time range, a team, a status or any field combination.

What you can report on

Sales and pipelineDeal value by stage, conversion rates, average deal size, activity by rep.
Helpdesk performanceTickets by status, resolution time, volume by category, SLA compliance.
Project deliveryProjects by status, on-time vs. delayed, budget vs. actual, milestone completion.
ProcurementPurchase orders by supplier, category, amount, approval status and month.
HR and headcountHeadcount by team, leave requests by month, open positions and hiring pipeline.
FinanceInvoiced amounts, outstanding payments, cost by category, budget vs. actual.
Dashboard pages

One page with everything management needs

Combine charts, KPI numbers, embedded database views and text into a single dashboard page. Share it with specific teams or the whole company.

  1. 1

    Create a dashboard page

    A Plate page can embed multiple chart views, database views and KPI panels.

  2. 2

    Add chart blocks

    Embed any saved chart view from any database directly on the page.

  3. 3

    Add KPI numbers

    Show aggregated metrics — total revenue, open tickets, projects in progress.

  4. 4

    Set visibility

    Control who sees the dashboard — specific people, teams or the whole workspace.

Reporting building blocks

OblastCo řešíPříklad
Chart viewA database view displayed as a chart — bar, line, pie, area or scatter.Orders by status (bar), Revenue over time (line), Tickets by category (pie)
Aggregation rowTotal, count, average, min or max calculated across all rows in a view.Total invoice value: €245,000 | Average resolution time: 3.2 days
Group bySplit data by any field — status, person, region, month, custom category.Group by assignee, Group by month, Group by priority
View filterScope the chart to a specific subset — current month, one team, active records.Date = this month, Status ≠ Cancelled, Region = EMEA
Formula columnCalculated field used in aggregations — margin, conversion rate, days open.Profit = Revenue – Cost, SLA breach = days open > SLA days
View column (rollup)Aggregates data from related records — count of tasks, sum of invoice amounts.Total project cost from task hours, open tickets per customer
Dashboard pageA Plate page combining multiple embedded views, charts and KPI blocks.Sales dashboard, Operations overview, Weekly management report
Common dashboards

Ready to build from your existing data

These dashboards can be built the moment your team has data in the relevant databases.

Sales dashboard

Pipeline value by stage, new deals this month, conversion rate, top performers.

Support overview

Open tickets by priority, average first response, SLA compliance, volume by category.

Project portfolio

Projects by status, budget consumption, upcoming milestones, overdue tasks.

Finance overview

Outstanding invoices, collected revenue, purchase spend by category, budget vs. actual.

HR metrics

Headcount by department, leave requests this month, open roles, onboarding progress.

Operations KPIs

Order fulfillment rate, delivery on time, procurement cycle time, stock levels.

Sharing reports

Reports that reach the right people automatically

Dashboards can be shared as live pages, or reporting data can be emailed on a schedule.

Live dashboard access

  • Dashboard page shared with specific teams
  • Data refreshes as records change
  • Permission-scoped — each person sees their own data

Scheduled email reports

  • Weekly summary sent every Monday
  • Aggregations calculated fresh at send time
  • Sent to management without them logging in
Permissions

Everyone sees the report relevant to them

Views and dashboards respect the same permissions as the underlying databases. A team member sees their own tasks; a manager sees the full team.

CEO

Executive

Company overview

All dashboardsRead only
Financial metricsRead only
HR salariesHidden
TL

Team Lead

Team performance

Team dashboardRead only
Other teamsHidden
Individual metricsRead only
SA

Sales rep

Own pipeline

Own pipelineRead only
Other reps' pipelineHidden
Company totalsRead only

Comparison

Built-in reporting vs. separate BI tool

The real cost of a BI tool is not the licence — it's the data pipeline, the data team and the two-day lag between operations and insight.

Separate BI tool

Looker, Metabase, Tableau

Data pipeline to maintainongoing
Data engineering requiredspecialist
Lag between operation and insighthours–days
Extra subscriptionmonthly cost
Time to insightdays
By the time the report is ready, the situation has changed.

Apexloop reporting

Dashboards on live data

No data pipeline neededv ceně
Built by operations team, not data teamv ceně
Data always currentv ceně
No extra tool or subscriptionv ceně
Time to insightinstant
Charts update as records change — no lag, no refresh.
Why built-in

External BI tool vs. reporting in your platform

External BI toolSeparate tool, separate pipeline
Data must leave your platformA pipeline exports data to a data warehouse, where it's transformed and loaded into the BI tool — with inherent lag and fragility.
Context is lost in transitRelationships, permissions and business logic don't survive the pipeline intact.
Specialists requiredBuilding and maintaining the data pipeline requires a data engineer, not a business analyst.
vs
Apexloop reportingDashboards inside your operating system
Data never leavesCharts and aggregations run on the live database — no pipeline, no lag, no export.
Full context preservedRelations, permissions and business logic are all intact because reporting runs on the actual data.
Business team builds itOperations managers and team leads build their own dashboards — no data engineering required.
See reporting features
Getting started

How to build your first dashboard

  1. 1

    Pick the database to report on

    Choose the database that holds the data most important to your team — orders, tickets, projects, deals.

  2. 2

    Create a chart view

    Add a chart view to the database. Choose the chart type, grouping field and metric to display.

  3. 3

    Apply filters

    Scope to the right time range, team or status so the chart shows what matters.

  4. 4

    Build a dashboard page

    Create a Plate page and embed your chart views alongside KPI numbers and text.

  5. 5

    Share with the right people

    Set visibility so management, team leads and individual contributors each see the relevant dashboard.

Feature comparison

What Apexloop reporting offers

FunkceApexloopSeparate BI tool
Data access
Live operational data — no pipelinerequires pipeline
Cross-database rollupsvia joins
Permission-scoped viewscomplex setup
Chart types
Bar, line, pie, area, scatter
Embedded in pages alongside content
Built by business team — no SQLSQL often needed
Sharing and automation
Scheduled email reportsplan-dependent
No separate tool subscription
Dashboard built in minutesdays of pipeline work

In practice

Reporting that business teams actually build themselves

"The best reporting system is the one where the person who needs the insight can build the dashboard — not the one with the most chart types."

Operations team

Dashboard implementation · Apexloop

Chart types

What you can visualise

Available chart types cover the most common reporting needs for operational and management dashboards.

Bar chartCompare values across categories — ideal for status distributions, team performance and monthly comparisons.
Line chartShow trends over time — revenue, ticket volume, project count by month.
Pie / donut chartShow proportional distribution — deals by stage, tickets by category, budget allocation.
Area chartCumulative trends — stacked area for showing composition changes over time.
Scatter chartCorrelation between two metrics — deal size vs. cycle time, task count vs. completion rate.
KPI numberSingle aggregated metric with optional trend indicator — total revenue, open issues, on-time delivery rate.
FAQ

Frequently asked questions about Apexloop reporting

Short answers to common questions about building dashboards and reports in Apexloop.

Do I need to export data to build a report?

No. All charts and aggregations run directly on your databases in Apexloop. There is no export step and no data pipeline.

Can I share a dashboard with someone who doesn't manage the database?

Yes. You can share a dashboard page with specific people or groups. They see the live data scoped to their permissions — without needing access to manage the underlying database.

Can reports be sent by email on a schedule?

Yes. Automation can compile reporting data and send it by email on a weekly, monthly or custom schedule.

Can I show data from multiple databases on one dashboard?

Yes. A dashboard page can embed chart views from different databases, so you can combine sales, support and project data on one page.

Do charts update automatically?

Yes. Charts display live data from the database. As records are created or updated, the charts reflect the change immediately — no manual refresh needed.

Replace your Excel reports with live dashboards

Build charts, KPI panels and management dashboards directly on the operational databases your team already uses — no exports, no BI tool, no lag.

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  • Live data — no exports
  • Built by the business team, not data engineers
  • Charts embedded in pages alongside content
  • Scheduled email reports via automation