G2 Crowd User

Reporting and Analytics

10 months ago

What kind of reporting options are available in FoundationIP?

Vendor Responses

Response by FoundationIP

10 months ago

FoundationIP includes a powerful reporting engine, ready for use out of the box. This robust tool provides the following benefits:

- All data is reportable. Combine contact and matter data, or intertwine tasks and audit information.

- Visualize your results. Create powerful summary reports and create interactive charts, graphs, and maps with the Chart Designer.

- Publish your report as a Merge Document (MS Word, MS Excel, PDF), or share your chart with other users as a Dashboard widget.

- Manage your organizations reports with the Report Manager. Share with users or roles in bulk, categorize your collection, and audit usage.

- Automate delivery of reports by scheduling them for delivery at the frequency of your choosing. Alternatively, set-up organization defaults so that new joiners will automatically receive standard reports based on their role.