OptiCRM module

Reports & Analytics

Powerful report builder with pivot tables and scheduling

Answer "show me students by..." in minutes, not days.

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Fee collection · By class

Mar 2026
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12
ClassCollectedPending
Grade 10 ₹8.4L ₹2.1L
Grade 11 ₹6.8L ₹3.2L
Grade 12 ₹9.5L ₹0.5L
0

Chart types

0 +

Field types

0

Roles enforced

Daily

Email delivery

Capabilities

What Reports & Analytics gives you

Visual

Custom report builder

Pick an object, choose columns, add filters, group, aggregate, compute. Intuitive UX, even for users new to custom reporting.

Visual

9 chart types with pivot tables

Bar, line, pie, donut, stacked, area, scatter, table, pivot. Switch visualizations without rebuilding the report.

Visual

Cross-object reports

Join objects that relate — Student + Attendance for attendance summaries, Student + Fees for financial dashboards. Pre-configured joins respect row-level security.

Visual

Scheduled email delivery

Configure a report to deliver daily, weekly, or monthly to a chosen recipient list. Attached as PDF or inline HTML. No manual re-running.

Visual

Saved reports library

Save reports for reuse. Private or shared with role. Folders for organization. Pin favorites to the dashboard.

Visual

Dashboard KPIs

Live metrics on the home dashboard — today's attendance rate, this month's collections, pending admissions, overdue fees. Real-time updates.

Gallery

See it in action.

Report Builder

GroupValueTrend
Grade 10 ₹8.4L ↑ 18%
Grade 11 ₹6.8L ↑ 12%
Grade 12 ₹9.5L ↑ 24%
How it works

From data to decision in 4 steps.

01

Pick an object

Student, Attendance, Fee Invoice, Staff — any object you have access to.

02

Shape the data

Add columns, filters, groupings, computed fields. See live preview as you build.

03

Visualize

Switch between table, bar, line, pie, pivot — instantly.

04

Save & schedule

Save to your library. Schedule email delivery. Share with role or user.

Everything in Reports & Analytics

Every capability, organized.

Computed columns

Build new columns from formulas — "Outstanding = Total - Paid", "Age = Today - DOB".

Grouping with subtotals

Group by class, section, source, any field — with roll-ups per group.

Row-level security enforced

A teacher only sees their class data. A finance officer only sees financial data. The report builder respects every role-based access rule.

Turn data into decisions.

Start free with the full platform. Answer "show me students by..." in minutes, not days.

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