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Managing data across multiple systems and turning it into reliable, actionable reports is one of the most time-consuming challenges any team faces. Qvista solves this by bringing all of your data sources into a single platform, automating the workflows that keep that data current, and delivering the insights your team needs — exactly when they need them. From custom dashboards and scheduled exports to live team collaboration on shared workspaces, Qvista covers the full journey from raw data to informed decision.

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Smarter Data, Better Decisions

Qvista gives you the tools to automate complex data workflows without writing a single line of code.

Unify Data Sources

Combine data from spreadsheets, APIs, databases (MySQL, PostgreSQL, SQL Server), and third-party platforms into a single, consistent view. Eliminate siloes and conflicting numbers across teams.

Automate Workflows

Trigger tasks, calculations, and data transformations based on changes in your data or on a defined schedule. Remove manual hand-offs from your reporting process entirely.

Real-Time Syncing

Keep data consistently updated across all connected systems. Every dashboard and report always reflects the latest information — no manual refreshes required.

Custom Dashboards

Build interactive dashboards tailored to your exact metrics and KPIs. Arrange visualisations with Qvista’s drag-and-drop interface and share them with the right stakeholders.

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Dynamic Reporting on Demand

Get actionable insights exactly when you need them with Qvista’s flexible, automated reporting engine.

Scheduled & Event-Triggered Reports

Set recurring reports to generate and distribute automatically — daily, weekly, or monthly — or fire them instantly when a specific data event occurs.

Multiple Export Formats

Export any report as PDF, Excel, or CSV, or share a live dashboard link that always displays up-to-date data. Choose the format that suits each audience.

Filters & Drill-Downs

Dive deeper into any metric with interactive filters and drill-through capabilities. Surface the root cause behind a trend without leaving the dashboard.

KPI Tracking

Monitor your most important performance indicators in real time. Set threshold alerts so your team is notified the moment a KPI moves outside its target range.

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Real-Time Project and Team Collaboration

Qvista extends beyond reporting to give your entire team a shared workspace where data, tasks, and communication live together.

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Work Together, Anytime, Anywhere

Live Task Tracking

Keep every team member on the same page with instant updates. Live task tracking ensures progress is always visible without status meetings.

Shared Workspaces

Centralise project management so all data, reports, and files are accessible to the right people in one place.

Task Assignments

Delegate work and monitor progress with intuitive task management. Assign owners, set deadlines, and track completion status in real time.

Version Control

Keep a full history of changes to your dashboards, workflows, and reports. Roll back to any previous version at any time.

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Enhanced Communication and Transparency

Live Chat & Comments

Discuss data, reports, and tasks directly inside Qvista using contextual comments and real-time chat — no need to switch to a separate messaging tool.

Role-Based Access

Control exactly who can view, edit, or manage specific dashboards, datasets, and workflows. Enforce least-privilege access across your entire organisation.

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Setting Up Automated Reporting

Follow these steps to configure an automated reporting workflow in Qvista.
1

Connect Your Data Sources

In the Qvista integration panel, add each data source you want to include — databases, spreadsheets, APIs, or third-party SaaS tools. Qvista pulls data directly from your source in real time without storing it on its servers.
2

Define Your Data Relationships

Use the visual data mapper to link related fields across your sources — for example, joining order data from your e-commerce platform with customer data from your CRM. Qvista handles the merge automatically on every refresh.
3

Build Your Dashboard

Drag and drop charts, tables, and KPI cards onto your dashboard canvas. Apply filters and drill-down configurations so viewers can explore the data interactively without needing access to the underlying sources.
4

Set Up Automated Workflows

Create a workflow that triggers whenever source data changes — or set a schedule (hourly, daily, weekly). Qvista will refresh all connected datasets, recalculate derived metrics, and update every dashboard automatically.
5

Configure Report Distribution

Define who receives which reports and in what format. Attach a PDF export to a scheduled email, share a live dashboard link with stakeholders, or push a CSV to a connected storage system — all configured in the same workflow.
6

Assign Team Roles and Monitor Activity

Use role-based access controls to give each team member the correct permission level. Track who has viewed, edited, or commented on each report using Qvista’s built-in activity log.
Qvista does not store your underlying data. All dashboards and reports are generated by fetching data live from your connected sources, which means your data always remains under your control.
Use Qvista’s threshold alert feature alongside your KPI cards to notify the right stakeholder automatically the moment a metric falls below or exceeds its defined target — turning your dashboard into a proactive monitoring tool.