TormanoReports your team will actually build.
Most CRM reporting fails the same way: the builder is buried, the charts are decorative, and the numbers quietly disagree with the ledger. Tormano's reporting stack was built against those three failures - a full-page Report Studio with a live preview, an AI that assembles reports from plain language, dashboards that filter correctly, and financials pulled straight from QuickBooks.
Report Studio: build by looking, not guessing
Pick any of 11 record types - contacts, companies, deals, activities, campaigns, donations, pledges, grants, events, volunteers, memberships - and shape the question in front of a chart that updates on every change. Add measures (count, distinct count, sum, average, median, min, max of any numeric or custom field), group by any field with one-click date bucketing by day, week, month, quarter, or year, and segment by a second field when one series isn't the whole story.
Filters use twelve operators and understand your custom fields. Top-N with sorting keeps leaderboards tight. A variant-aware template gallery - pipeline by stage, giving by fund, average gift size, and more - gives you working starting points instead of a blank canvas. And every number is computed server-side over your full dataset: no client-side sampling, no "first 500 rows" asterisk.
Describe the report. The AI builds it.
Type "total donations by fund this year as a bar chart" and the studio assembles it. The AI is grounded in your actual field catalog, so it cannot invent columns that don't exist, and every generated configuration is validated server-side before it reaches the screen. Refinement is conversational - "split it by owner," "make it a pie," "compare to last year" - and each step lands as a real, editable studio configuration you can inspect and save.
Drill, pivot, and compare
Time-series reports overlay the previous period or previous year as a second series for instant period-over-period reads. Click any bar, slice, or point to drill: the report narrows to that group or date bucket with real server-side filters, not a visual zoom. A Pivot view turns any report into a rows-by-columns matrix with row, column, and grand totals when the question is two-dimensional.
Dashboards that tell you the truth
Dashboards are drag-and-drop grids of live widgets: KPI cards, real interactive charts with tooltips and legends, pipeline funnels, tables, goal trackers - and QuickBooks financial widgets that put revenue YTD, receivables, and revenue trend beside your pipeline. A dashboard-wide date and owner filter applies across every widget server-side, and any widget a filter cannot apply to says so with an explicit badge instead of silently ignoring it. Sharing is real: teammates see a dashboard only when you share it, and widgets with a refresh interval re-fetch live data on their own cadence.
Scheduled delivery, real formats
Email any report daily, weekly, or monthly. The format you pick - PDF, Excel, or CSV - is the format that actually arrives, and delivery history records it. On-demand runs export the same three ways.
Financials from the ledger
Eight QuickBooks-native reports render inside Tormano - P&L, Balance Sheet, General Ledger, Trial Balance, Cash Flow, aging and more - plus revenue by campaign or fund, and per-project profitability. If revenue recognition is new territory, start with our plain-language ASC 606 guide.
Nonprofit analytics, built in
LYBUNT and SYBUNT, donor retention, the giving pyramid, campaign performance, and pledge summaries - scopable by fund, campaign, and comparison year, and schedulable as a monthly email to your development committee.
Sales analytics, built in
Pipeline conversion, deal velocity, stage duration, win rates, and forecasting three ways - weighted pipeline, Monte Carlo scenarios, and per-deal AI probability - plus margin analysis computed from QuickBooks cost data.
How teams use it
The Monday pipeline review
A sales manager opens one dashboard filtered to this quarter: pipeline by stage with drill-down, deals aging past their stage average, and revenue trend from QuickBooks - the meeting runs off one screen instead of four exports.
The monthly board number
A development director saves a LYBUNT report scoped to the annual fund once, schedules it monthly as a PDF, and spends the recovered hours calling the lapsed donors it lists.
The finance cross-check
A fractional CFO pins revenue YTD and A/R widgets from the ledger next to weighted pipeline - the earliest possible warning when sales expectations and cash reality drift apart.
Saved once, useful forever
Anything you build can be saved with its full configuration, re-run on demand, exported, scheduled, or pinned to your home page as a live widget - so the report you shaped carefully in March is still answering the same question correctly in November. Reports respect your data permissions: a rep scoped to their own records sees their numbers, not the team's. And because reporting reads the same records your automations and QuickBooks sync write to, there is no separate analytics database lagging behind reality - the chart and the CRM are always the same age.
Comparing reporting stacks? See how Tormano stacks up against HubSpot and Salesforce, or the full QuickBooks battlecard.
Common questions
Do reports run on my full data or a sample?
Full data, always. Every measure is computed server-side across your entire dataset - there is no client-side sampling and no row cap on the math. Result tables paginate for reading, but the numbers are complete.
Can I report on custom fields?
Yes. Any custom field you define on contacts, companies, deals, or donations is automatically available as a column, filter, group-by, and measure (for numeric fields) in both the classic builder and Report Studio.
What export formats are supported?
CSV, Excel, and PDF - both on demand and on a schedule. The scheduled email attaches the real format you chose, and delivery history records exactly what was sent, when, and to whom.
Who can see a dashboard I build?
Only you, unless you share it. Dashboards are private by default, visible to teammates only when explicitly shared with the organization, and your personal home-page widget board never appears in the shared list.
Is the AI report generation available on every plan?
AI report generation ships with the full AI suite on Business (B2B) and Professional (Nonprofit). Report Studio itself, dashboards, and scheduled delivery are available per plan; the QuickBooks financial reports are included on every plan.
See it with your own data.
14-day free trial, every feature unlocked - no credit card required. Connect QuickBooks, import your records, and run your real workflows.
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