Design custom reports in plain English, schedule the delivery, ship the export — across every record in your
AI-native report designer for the data already inside Vitelligence. Build tabular, summary, matrix, and chart reports from any data source, save them in shared folders, schedule recurring delivery to email recipients, and export to CSV — without writing SQL or paying for a separate BI seat.
Replaces Looker Studio, Tableau, Power BI, Salesforce Reports
Workflows connected by Vitelligence Reports
Standalone pricing
Buy Reports by itself, or add it to a Vitelligence suite.
Build reports from live platform records without rebuilding status decks or exporting data into spreadsheets.
Best for
Operators, executives, RevOps, and finance teams
Essentials
per user/month
A focused Reports setup for small teams that need the basics without buying the full platform.
- Core records and views
- Basic permissions
- Imports and exports
Professional
monthly
A serious business tier for teams running Reports as an operating workflow.
- Automation and workflow rules
- Advanced reporting
- Cross-app collaboration
AI/Advanced
monthly
Advanced AI, automation, governance, reporting, and cross-app workflows for Reports.
- AI summaries and recommendations
- Higher automation allowance
- Cross-app intelligence
Suite expansion
Where Reports fits in the platform
Custom
Business OS
One connected operating platform for the whole company
From $29/user/month
Sales & Customer Lifecycle
Turn leads into customers, commitments, support, and follow-up
From $39/user/month
Client Operations
Sales, delivery, service, and reporting for B2B service teams
From $19/user/month
Work Management & Delivery
Plan, execute, track time, and report delivery work
From $39/agent/month
Service & IT Operations
Tickets, ITSM, assets, compliance, knowledge, and AI triage
From $99/month
Finance, Commerce & Operations
Books, stock, orders, assets, and reports without premature ERP
Everything you need in Reports
Visual Report Designer
Pick a data source, choose columns, drag in filters, sort and group — and the report renders as you go. No SQL required, but the underlying definition is structured JSON so power users can edit it directly.
- Report types: tabular, summary, matrix, and chart
- Pick columns, ordering, filters, sorts, and group-by from any Vitelligence data source
- Visual filter builder with date ranges, picklists, and ad-hoc parameters
- Group-by with sub-totals and drill-down on any grouped row
- Switch between table, summary, matrix, and chart views without rebuilding the report
- Structured JSON DSL under the hood for advanced editing and version control
Reports Across Every Vitelligence Record
The data your reports run on is the same data your CRM, accounting, projects, and HR apps work with — no separate warehouse, no nightly sync. A report is always against the live record state.
- Run reports against any Vitelligence data source: contacts, deals, contracts, time entries, tickets, candidates, anything
- Cross-app reports without ETL — pull deal data and project hours into the same report
- Live data on every run — no stale snapshots
- Tenant-isolated by default with row-level security applied automatically
- Drill from a report row directly to the underlying record
Execution History and Audit
Every run of every report — manual or scheduled — captures parameters, row count, execution time, and result reference. Compliance teams get the audit trail; ops teams get a quick view of which reports are slow or breaking.
- Per-execution record of when, who, and how a report ran
- Runtime parameters stored alongside each execution for reproducibility
- Execution time and row count on every run for performance monitoring
- Pending / running / complete / failed status with error message capture
- Schedule-linked executions identify which deliveries succeeded or failed
- Audit-ready export of execution history for regulated workflows
Reports vs Dashboards — Use Both
Vitelligence Reports is the custom report designer plus scheduled delivery and exports. Vitelligence Analytics is the dashboard surface for live charts, KPIs, and drill-downs. Reports built here can power both.
- Save a report once, surface it in a dashboard tile, or schedule it as a CSV — same definition
- Charts built in the report designer can be embedded into dashboards
- Tabular and summary reports fit better in scheduled delivery than dashboards
- A unified data layer means a report and a dashboard never disagree
- Available standalone or bundled in the Vitelligence suite
Reports — Frequently Asked Questions
Ready to transform your reports?
Start with one reports workflow and prove the value before expanding.