Reporting & Analytics for Professional Service Firms

Flexible Time Periods for Real Analysis

Analyze the past, monitor the present, and plan the future

OpteraOS gives you powerful period controls across all reports.

• Last N periods (weeks, months, quarters, years)
• Next N periods for forecasting
• Custom date ranges with grouping
• Aggregate custom ranges (no grouping)

Period selections persist when you save reports — so your views are always ready.

Control What You See — and Who Can See It

Sensitive financial data stays protected

Reporting in OpteraOS respects role-based permissions automatically.

• Revenue-only (default)
• Toggle cost visibility
• Toggle gross margin visibility

Cost and margin data are only shown to authorized users — enforced at both UI and API levels.

Powerful Filters That Persist

Focus on what matters most

Every report supports flexible, multi-select filtering.

• Accounts
• Roles
• Sales owner
• Divisions, regions, and offices

Filters are saved with reports and restored automatically — eliminating repetitive setup.

Save Views or Lock Snapshots

Reuse configurations — or preserve history

OpteraOS supports two powerful ways to save reports:

You choose whether you want flexibility or permanence — per report.

Share Insights Across the Organization

Standardize how performance is measured

Reports can be saved as shared, making them available across your organization.

• Shared reports visible to all permitted users
• Admin and creator control over edits and deletion
• Centralized "Shared Reports" library

This ensures everyone is working from the same definitions and metrics.

Exports That Match What You See

Take your data with you — accurately

OpteraOS exports respect all filters, permissions, and view settings.

• CSV export (production-ready)
• Excel export (coming soon)
• Permission-enforced at API level

What you export is exactly what you see — no surprises.

Reports Built for Services Leaders

Purpose-built insights — out of the box

OpteraOS includes a comprehensive set of production-ready reports:

Each report is deeply filterable, exportable, and permission-aware.

Designed to Scale With You

Enterprise-grade today — extensible tomorrow

Your reporting foundation is already in place.

Planned enhancements

• Scheduled report delivery
• Dashboard widgets
• Custom report builder
• External report sharing

You get immediate value — without limiting future growth.