Potenz
Modules/Business Intelligence

Custom Reports

Pull a live report from any module. Pick a source below.

Invoice register (Finance)Open deals (CRM)Expense ledger (Finance)Purchase orders (Procurement)Fixed asset register (Assets)Employee roster (HR)
InvoiceStatusIssuedAmount
INV-1001paidAug 2, 2026$4,200.00
INV-1002paidAug 10, 2026$8,535.50
INV-1003sentAug 18, 2026$5,800.00
INV-1004sentJul 20, 2026$2,150.00
INV-1005sentAug 27, 2026$4,837.50
INV-1006draftSep 1, 2026$5,400.00
Total (6 rows)$30,923.00