Reporting & analytics
Reports read from the same data your teams work in — not a separate copy.
Every module carries its own real report set — pipeline and forecast reports in CRM, a 16-report registry in Accounting, spend and risk analytics in Procurement — plus shared export and document primitives every module uses the same way.
Signal registry
Operational records translated into decision-ready views.
42
report types
CRM
14 reports
Accounting
16 reports
Procurement
12 reports
Reporting across
What analytics means here
Vercentlabs' reporting and analytics framework is built on the same live operational data every module writes to — role-scoped dashboards and reports that reflect the current state of the business, not a nightly-refreshed copy in a separate system.
Operational data
The same records teams update every day.
Role scope
Company, branch, and permission boundaries apply.
Live report
Dashboards reflect the current operational state.
Governed output
Exports and documents pass shared safeguards.
One reporting layer
From operational record to decision-ready output.
Dashboards, report registries, cross-module visibility, and governed exports all read from the same live system.
Role-based dashboards
Module-specific dashboards
Stock's on-hand/reserved/valuation view, Manufacturing's shortage count, Quality's open-inspection and hold count — each module's dashboard reflects what that role actually needs to see.
Scoped by role and access
What a dashboard shows respects the same role and company/branch scoping as the rest of the platform.
Module reports
CRM — 14 report types
Including pipeline, conversion, forecast, revenue-operations, account-health, and AI-governance reporting.
Accounting — 16-report registry
Trial balance, GL, P&L, balance sheet, cash flow, aged AR/AP, tax summary, close status, and subledger reconciliation.
Procurement — 12-report registry
Spend analysis, maverick-spend detection, matching exceptions, supplier risk, and cycle time.
Cross-module reporting
Dashboards read from the same live data every module writes to, not a separate reporting warehouse that's a day behind.
Exports and document handling
Injection-safe CSV export
Export is hard-capped on pagination and sanitised against formula-injection, a common CSV-export vulnerability class.
Governed document storage
Uploaded documents are MIME- and size-allow-listed, SHA-256-hashed, and moved through a quarantine lifecycle before being trusted.
Use your reporting questions
See which answers are available live, by role, without waiting for a separate reporting refresh.
Module depth, shared data
Purpose-built reports without separate reporting silos.
Each module contributes domain-specific views while access and export controls remain consistent across the platform.
Live data, scoped answers