Saved views, share with team

Saved views, share with team in Reports, Dashboards & Business Intelligence: workflow, outcomes, integrations, related ERP modules and industry use cases from FuturifySoft.

Saved views, share with team belongs to the Drill-down & Self-Service workflow in Reports, Dashboards & Business Intelligence. It helps teams capture the right operational data, keep approvals controlled and feed accurate reporting across the ERP.

Out-of-box dashboards per module Sales, Finance, HR, Inventory, Project , ready day 1.

Drag-drop widgets, filters, KPIs; share with roles/individuals.

Visual report builder; pivot, formula, conditional formatting; export to Excel / PDF.

Click any KPI to drill to underlying data — part of Drill-down & Self-Service in Reports, Dashboards & Business Intelligence.

Drill from chart → list → record → original transaction — part of Drill-down & Self-Service in Reports, Dashboards & Business Intelligence.