MODULE
Reports: see where the business stands at a glance
Every enabled module brings its own ready-made reports. Pick the period and see it as a table and a chart; save the important ones, share them with the team, or have them land in your inbox every Monday morning.
See it in action
Screenshots of the base version in the WeKeepOn look. Click a picture to enlarge it.
Ready-made reports from every enabled module A report with a chart, saving and CSV / XLSX export Your own dashboard with the numbers that matter
The data in the screenshots is made up (fictional companies and people).
What the base version does
Ready-made reports per module
Pipeline by stage, won / lost deals, quote acceptance rate, invoices, stock, working hours, absences.
Table, chart, export
Bar, line and pie charts, a totals row, download as CSV or Excel (XLSX).
Save, share, schedule
Save a report with its parameters, share it with a role, and get it by e-mail daily or weekly.
Your own dashboard
Metrics and report widgets (KPI, table, chart) arranged by drag and drop; default layouts per role.
Examples you can add – at a fixed price
- The week's sales pipeline in the managing director's inbox every Monday morning
- A monthly list of unpaid invoices for finance, in Excel
- A project lead dashboard with the billable hours ratio
For every request like this you get a fixed price in advance, broken down point by point. Accepted points are covered by the contractual guarantee.
Always included
- Login, users, roles and permissions
- Separate test and live system
- Daily backups, monitoring, bug fixes
- A log of who changed what, and when
The base system (included with every module)
Start with this module?
Sign up, pick your modules, and your base system is running in a few minutes.