Act · Distribution & reporting
The right report, to the right people, on schedule.
Set a dashboard to email itself on a cadence, send an ad-hoc snapshot now, export to PDF for a board deck, or share a live link. Each recipient sees only the data they're permitted to.
Automate the last mile
Scheduled email
Daily, weekly, or monthly, each send renders live data at that moment. Pause or resume without losing history.
Recipient management
Internal members, external clients, reusable lists, each copy permission-aware.
Branded templates
Your logo and signature, plus variables that auto-fill the dashboard name, date, and key KPI values.
Send now & PDF
One-click ad-hoc sends, plus export the exact on-screen layout for a deck or archive.
Shareable links
Give a client a live link, no login, respecting scope, revocable anytime.
Archived & compliant
Every send is timestamped and archived automatically for the record.
“A report that now takes seconds instead of days of manual compilation.”
Operations Leader
Orr Partners