Finance & People

Reports

Data-driven decisions, on demand

The Reports module is the analytics layer that sits across every Yggdrasil module. Run 16 built-in reports out of the box, filter by date range and dynamic dimensions, and drill down from summary to source record. Whether you need a quick pipeline snapshot or a detailed production variance analysis, the data is already there — no ETL required.

Reports — Data-driven decisions, on demand

Desktop Application

See It in Action

Reports module — Yggdrasil desktop application

Key Capabilities

Built-In Reports

Start with 16 pre-built reports covering every major business function.

  • Sales pipeline and revenue forecast
  • AR aging and collection effectiveness
  • Inventory valuation and turnover
  • Production output and OEE summary
  • Open purchase orders and spend analysis
  • Payroll summary and headcount trends

Dynamic Filtering

Slice data by any dimension without building custom queries.

  • Date range selection — day, week, month, quarter, year, custom
  • Multi-select dimension filters — department, product, customer, supplier
  • Saved filter presets for recurring analysis
  • Cross-module filtering for connected data sets
  • Real-time filter preview with record counts

Visualization & Export

See your data and share it in the format your audience needs.

  • Tabular views with sortable columns and grouping
  • Summary cards with KPI highlights
  • Chart views — bar, line, and pie
  • CSV and PDF export for offline analysis
  • Scheduled report delivery via email or webhook

Cross-Module Analytics

Connect data across modules for enterprise-wide visibility.

  • Order-to-cash cycle time analysis
  • Procure-to-pay efficiency metrics
  • Engineering change impact on production
  • Customer profitability combining sales, service, and quality data
  • Drill-through from any report row to the source record

How It Works

01

Select

Choose a built-in report or start from a cross-module data set. Apply date range and dimension filters.

02

Analyze

Review results in tabular or chart form. Sort, group, and drill down to the detail you need.

03

Share

Export to CSV or PDF, or schedule recurring delivery to stakeholders via email or webhook.

04

Act

Drill through from any report row directly to the source record to take immediate action.

Connected Modules

Reports doesn’t work in isolation — it shares data and events with these modules in real time.

Interested in Reports?

Reports is part of the Yggdrasil ERP platform. Explore the full platform or get in touch to discuss your needs.