Workflows & Reporting

The workflow engine automates multi-step processes across modules — route a document for review, trigger actions when conditions are met, or run a sequence on a schedule. Start from a template or build your own, then watch every run in execution monitoring.

Approval workflows put a human gate in front of sensitive actions — purchase orders over a limit, credit notes, payroll runs. Agent-driven automation goes further: AI agents can execute routine steps themselves, with every action they take recorded in the action log for review.

Reports are built from report definitions you can reuse and refine. Variants save a definition with specific filters, schedules deliver reports automatically, and execution history shows when each report ran and what it produced. Audit-trail reporting answers who changed what, when.

1. 1

   Pick or define a report

   Start from a built-in definition or create your own with the fields you need.

2. 2

   Save variants

   Store filter combinations — by branch, period or category — as named variants.

3. 3

   Schedule delivery

   Have the report generated and sent to stakeholders on a recurring schedule.

Executive dashboards bring KPIs from every module onto one screen — revenue, margin, stock value, pipeline, production output and headcount — updated in real time. Drill into any tile to reach the underlying report or documents.