Reports your team will actually build.

Report Studio

Pick any of 11 record types, add measures — count, distinct count, sum, average, median, min, max — group by any field with one-click date bucketing, and segment by a second field for stacked series. The chart updates live on every change, computed server-side over your full dataset, never a sample. Filters with 12 operators, custom-field support, top-N sorting, a variant-aware template gallery, bar, line, pie, funnel, KPI, and table views, one-click CSV, Excel, or PDF export, and Pin to Home.

Round two added period-over-period comparison (overlay the previous period or year), click-to-drill on any bar, slice, or point, and a Pivot view with row, column, and grand totals.

Describe the report. The AI builds it.

Type "total donations by fund this year as a bar chart" and Tormano builds the report. The AI is grounded in your actual field catalog so it cannot invent fields, every generated configuration is validated server-side before it reaches the studio, and you refine conversationally — "split by owner", "make it a pie".

Dashboards with honest filters

Drag-and-drop dashboards with KPI cards, charts, funnels, tables, goals, and live QuickBooks financial widgets. Real interactive charts with tooltips, legends, and currency axes. 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.