Reporting
Build the report from your question.
Agency reporting software with a report builder you can actually drive: pick a dataset, choose the columns, filter, group and aggregate, then save it, schedule it or export it.
Pick a question. See where Frankly answers it.
Report builder
Dataset: Expenses
Pick a dataset, group it, aggregate it, then preview before you save.
Utilization by person
Scheduled delivery
Save a report and have it delivered on a schedule.
Expenses by client
Export
Export reports to CSV, Excel or PDF when you need the data outside Frankly.
Three steps from question to answer.
Pick the data
Choose the dataset your question is about and toggle the columns you want.
Shape it
Filter, group and aggregate, then preview the result.
Keep it
Save the report, schedule its delivery or export it.
From question to report.
01
Choose the data
Start with the question, not a list of pre-built reports. Pick the dataset it’s about and toggle the columns you want.
Custom report builder, datasets, columns.
Report builder
New report
02
Filter, group and aggregate
Narrow it down with filters, group it the way you think about it, and aggregate the numbers. Preview it before you save.
Filters, grouping, aggregation, preview.
Report builder
Dataset: Expenses
03
Save, schedule and export
Save the report so it’s there next time, schedule it to be delivered, or export it to CSV, Excel or PDF when someone needs the data outside Frankly.
Saved reports, scheduled report delivery, export.
More on dashboardsUtilization by person
Scheduled delivery
What reporting means for your role.
Same data, different questions. Pick yours.
Agency owners
“What’s really driving profit?”
Owners build the report from the question they actually have, instead of the closest pre-built one.
Report builder
Built from your question.
Scheduled delivery
Reports that arrive on their own.
Profit by project
See which projects made money.
Your home page
Four metrics you choose.
Finance and operations
“Can I stop rebuilding the same report?”
Finance teams save the reports they run every month and have them delivered.
Saved reports
There next time.
Scheduled delivery
On the schedule you set.
Export
Take the data outside Frankly.
Group and aggregate
Totals the way you need them.
Account leads
“How is this client tracking?”
Account leads filter the data down to one client when the question is about one client.
Filters
Narrow to what matters.
Client balances
On the client record.
Estimate against actuals
On the invoice worksheet.
Export
Share it outside Frankly.
Project and traffic managers
“Where did the hours go?”
Project managers group and aggregate the data around the work they run.
Group the data
By the field that matters.
Preview first
See it before you save.
Capacity by person
Who is buried and who is free.
Saved reports
Run them again any time.
Agents
Agents do the legwork. You make the call.
Frankly’s agents work inside the system and inside your permissions. They propose; you accept.
More on agentsProposes, then waits
An agent suggests the change. Nothing happens until you accept it.
Sees only what you see
Agents inherit your permissions. No elevated access, ever.
Works where the money is
Agents work with your projects, estimates and finances, all within each user’s permissions.
Also in Reporting.
Reports built around the question you have.
Custom report builder
Built from your question, not a report family.
Datasets
Pick the data your question is about.
Columns
Toggle what you see.
Filters
Narrow the data down.
Group and aggregate
Totals the way you think.
Preview
See it before you save.
Saved reports
Ready to run again.
Scheduled report delivery
Reports that arrive on their own.
Export reports
To CSV, Excel or PDF.
The rest of Frankly.
Ask the question. Get the report.
See reporting on real agency data in a walkthrough.