Any Metric, Any Dimension, One Builder
Describe the report you want - metrics, dimensions, filters, a comparison - and Fintra returns a chart-ready result from live ledger facts. Pivot it, chart it, save it.
What the report builder does
Most reporting tools give you a fixed set of reports and a wall when you want something else. Fintra’s builder is spec-driven: you choose the metrics, the dimensions to group by, the filters, the chart type, and whether to compare periods - and it computes a chart-ready payload of columns, rows, series, and totals from the live ledger.
- A spec of metrics, dimensions, filters, chart type, and compare
- Chart-ready output: columns, rows, series, and totals
- 2-D pivots (crosstabs) when you group by two dimensions
- Deterministic - same spec and facts, same report every time
Reports as specs
| Part | Example |
|---|---|
| Metrics | Revenue, gross margin, AR balance |
| Dimensions | Department, region, customer, month |
| Filters | This quarter, one location, a customer segment |
| Chart type | Bar, line, or table |
| Compare | Period-over-period or plan-vs-actual |
Pivot without a spreadsheet
Scoped and reproducible
- Role scoping at the data layer keeps reports within permissions
- Fact sources fail soft, so a missing source yields empty, not an error
- The pure builder core makes every report reproducible
- Saved reports read the live ledger, so they stay current
Frequently asked questions
How does the custom report builder work?
You give it a spec - which metrics to show, which dimensions to group by, which filters to apply, the chart type, and whether to compare - and it resolves that against live ledger facts into a chart-ready payload of columns, rows, series, and totals. The core is deterministic, so the same spec always yields the same report.
Can I build a pivot table?
Yes. When you group by two dimensions, the builder produces a 2-D pivot (crosstab) - for example revenue by region and month - computed from the ledger. You get the pivot without maintaining a spreadsheet formula.
Do custom reports stay up to date?
Yes. A saved report is a spec that reads the live ledger, so it recomputes from current facts each time rather than freezing a snapshot. Your saved views reflect the latest transactions automatically.
Are custom reports permission-aware?
Yes. Role scoping is applied at the data source, so a custom report only ever aggregates the facts the current user is allowed to see. The builder itself does not need to know about tenancy - it works on the pre-scoped facts.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Build the report you actually need
Talk to us - we will map it to your stack. Slice any metric by any dimension from live data.
Talk to us