UniPhi 19 Feature: Visually rich progress reports viewed every which way you choose

Capturing information through intuitive interfaces that quality control the data into structured database tables is infinitely better than capturing information in unstructured systems like MS Word, Excel and email. This seems obvious and is probably why many B2B web applications are now worth a mint across various industries. However, one thing these systems have always struggled with (and hence the use of unstructured systems) is the aggregation and formatting of the data captured into stylised reports.

UniPhi originally provided functionality to solve this conundrum via our unique document template system. This feature had its own upgrade in UniPhi 19 and you can read about it here. This feature enables you to produce an integrated PDF progress report in anywhere from 15 minutes to an hour, rather than the half to full day that this process can take when the data source is excel, email, financial systems, photos on a fileshare, and word templates that you can never find.

However, in 2014, along came Power BI, right at the time we were completing our RESTful API. The two came together in holy matrimony and embedded charts were born. The API plus the embedded framework unlocked the value of Power BI. It made it possible to create visually appealing dashboards custom to your requirements without the need for a developer who was good with SQL. By embedding the dashboard into UniPhi, the resultant reports could be shared with any subscriber to the UniPhi platform and therefore meant no more fees, logins and management of security in Microsoft Workspaces.

However, the issue remained that it was time consuming and frustrating to share these wonderful dashboards of live data with non-licensed users of UniPhi. Along comes UniPhi 19 and thanks to an expansion of Microsoft's Power BI embedded API, we now have the new export to PowerPoint or PDF feature.

Check it out in our latest UniPhi 19 video and imagine yourself delivering this to a client each month via the click of a button.

Want to know what other features UniPhi 19 has to offer? Explore the UniPhi 19 webinar or contact us to find out more.