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Are Clients Actually Reading Your Reports? Built-In Activity Tracking is the Only Way to Know

Are Clients Actually Reading Your Reports? Built-In Activity Tracking is the Only Way to Know

Problem Organizations invest a considerable amount of time and resources into the creation of reports, which analyze and clarify financial goals, business practices, marketing impacts, and other pertinent information. The organization disseminates these reports both internally (to staff) and externally (to clients). But how are the reports being used by clients and staff? Is all [...]

November 14, 2019

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data analysis, data analytics, Data Visualization, report activity tracking, RockDaisy

Data Analytics

The RockDaisy Difference: Internal vs. External Reporting

The RockDaisy Difference: Internal vs. External Reporting

When most people think of data analysis tools, they think of exploratory platforms like Tableau and Microsoft’s PowerBI -- powerful tools capable of digging deep into data sets and extracting nuanced information across a range of variables. The only problem is, they weren’t designed to be executive level or client-facing; the user interface requires an [...]

January 9, 2019

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data, data analytics, external reporting, internal reporting, PowerBI, RockDaisy, Tableau

Data Analytics