Paldi Report Manager

The Paldi Report Manager is an all-in-one solution for managing and automating your reporting needs. It delivers automated and personalized reports that are high-precision and well-formatted. With a fully customizable design, content, branding, filters, and attachments, it seamlessly integrates within embedded applications.

Create automated reports in PDF, Excel, or CSV formats while maintaining full control over dashboard filters.

Key Features

Robust Scheduling & Automation Options

• Report Scheduling: Use automated time-scheduled mailings, including custom dates, weekly, and monthly reporting options.
• Report Triggering: Integrate report scheduling into workflows using event triggers through a Sisense API endpoint and Pulse.

Customized Reports and Attachments

• Multiple Attachments: Specify which dashboards should be exported in what format, such as PDF, XLSX, and CSV.
• Custom Attachments/Links: Create aggregated PDFs, built-in Pivot and Excel pagination, customizable file names, and more.
• Excel: Advanced formatting options, include filters in first Excel sheet.
• PDF: Expand pivots and tables on PDF, generate PDF pages splitted by values in filters.
• CSV: Limit the number of exported rows.
• AWS: Upload files to an S3 bucket.

Email Delivery

• Choose Your Audience: Send dashboards to both non-Sisense and Sisense users.
• Composed Email Bodies:Write custom email content.
• Dynamic content: Inject KPIs and dimensions pulled directly from your dashboards.
• Upload Attachments Links

Custom Filters:

• Enable/Disable or Edit Filters: Manage every dashboard filter.
• Advanced Date-Range Filter Customization.
• Apply Different Filters: Set different filters for different reporting jobs without needing to edit each dashboard.
• Personalized Filters: Set different filters for different audiences.

Administration:

• Centralized View of Reporting Jobs: All Sisense users can view all reporting jobs in one place.
• Flexible User Management: Manage recipients and subscriptions for each reporting job.
• Save Reports: Save,enable,disable or edit reports from a dedicated, easy-to-use UI.
• Live Status Updates: Monitor live status updates, perform ad-hoc operations, and receive error alerts.

Contact us for a live demo and immediate free trial!

Simply send a request to [email protected]