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NewLive in 4 portals

Excel & PDF export.

Whatever you're looking at, with your filters on, as an Excel workbook or a PDF ready to send.

Live simulation · What your team sees

Every client, lead and number shown is illustrative.

portal.yourcompany.com/admin

Reporting

Export

Running

Your report

Last month · Northwind

Excel + PDF

In your brand

1

Filters captured

period, client, person

2

Summary sheet built

headline numbers

3

One sheet per table

real numbers, sortable

4

Branded PDF rendered

your logo + colours

Northwind — September.xlsx and .pdf downloaded

How it works.

1

Filter the view

Any report, any period, any client.

2

Press Export

Excel (a summary sheet plus one per table) or a PDF.

3

Send it

Branded in your logo and colours — ready for a leadership meeting.

What you get

  • Real numbers you can sum and filter
  • In your own logo and colours