Information at the right time, in the right format

Datagate offers several reporting mechanisms, each designed for a different purpose. There is no single "reporting module" that covers everything — instead, the information reaches the user through the most appropriate channel for their situation.

An operator who has just opened the app needs to instantly see what they need to do — not generate a report. A manager who analyzes monthly performance needs detailed, filterable, exportable data. A sales agent who is in the field needs to receive the due invoices by email, without opening the application. A directory using Power BI wants to pull the data directly, without manual export.

Each of these scenarios is covered by a dedicated mechanism.

Available mechanism

Dashboard — the starting point of the workday. It follows the GoToAction philosophy: it shows what needs to be done now — tasks, notifications, summary indicators, quick actions. It updates automatically. It is not a report, but an operational tool.

Classic Reports — Spreadsheet tabular reports with sorting, filtering, column sum and export to Excel. They are the main tool for detailed analysis, with access rights differentiated by user groups.

ReportsOnMail — reports sent automatically by email, at configurable intervals, or when an event is triggered. The emails are HTML formatted, optimized for mobile, with the possibility of customizing the design. The data can be in the body of the email or attached as Excel files.

Embedded Reports — reports embedded directly into module pages, visible in context. The latest orders and recent invoices automatically appear on a customer's card, without navigating to a separate reporting module.

PowerBI — Datagate exposes data via OData format, consumable directly in Power BI. The dataset comprises both transactional and pre-calculated aggregated data, accessible through an account in the Reporting group.

DataExplorer — tool for analysis and investigation. You start from the big picture (e.g. total sales over a period) and gradually explore, by size (category → store → customer→ product), by simply clicking on the graph, to find exactly where a result comes from. It allows side-by-side comparisons, multiple types of graphs, and export to Excel of the detail behind a result.

When to use each