Reports & Ask Ventrax
Answers that trace back to the record
Dashboards and scheduled reports built on the same ledger everything else writes to — so a number on a report can always be followed back to the transactions behind it.
Dashboards
Collections, sales pipeline, project spend — the figures a director asks for on a Monday.
Scheduled
A report that arrives every Monday beats one somebody has to remember to run.
Exceptions
What is late, what is unallocated, what does not reconcile — surfaced rather than searched for.
Drill-down
Every total opens into the rows that made it. No number is a dead end.
Ask Ventrax
Ask in plain words
Questions people actually ask, answered from your own records — with the working shown, so the answer can be checked rather than trusted.
It only sees what the person asking is allowed to see. A sales executive and a finance director asking the same question get different answers, because they have different permissions — the assistant does not sit outside your access rules.