Reports That Build Themselves. And Actually Get Read.
Automated scheduled reports, custom report builder, and compliance-ready documentation—all without Excel.
Dashboards show you now. Reports tell you what happened. Zetta's Reporting module generates comprehensive reports automatically—daily sales summaries, weekly pipeline reviews, monthly board packs, quarterly compliance audits. Schedule once, receive forever.
You Spend More Time Creating Reports Than Using Them.
The irony of reporting: the more you need insights, the less time you have to compile them.
Average time spent weekly on sales reporting
Reports created Thu/Fri for Monday review
Required to compile one complete report
Reports that refresh without manual work
Frequency teams can produce comprehensive audits
Reports That Create Themselves.
Zetta's Reporting module eliminates manual report creation. Define what you need, schedule when you need it, and reports generate and deliver automatically. The same data that powers dashboards flows into reports—always fresh, always accurate, always consistent.
Operational Reports
Daily activity summaries, weekly pipeline reviews, monthly performance reports
Management Reports
Team scorecards, forecast accuracy, funnel analysis, trend reports
Compliance Reports
Call recording audits, consent documentation, RERA compliance
Financial Reports
Revenue attribution, cost analysis, commission calculations
How It Works
From data to delivered report—fully automated
30+ Reports Ready to Schedule
Start with proven templates for every use case. Customize as needed or use as-is.
Daily Reports
Every morning at 8 AM
Daily Activity Summary
- Calls made, connected, outcomes
- Leads processed, qualified
- Site visits scheduled, completed
- Key wins and issues
Daily Lead Report
- New leads by source
- Lead distribution status
- Response time metrics
- Hot leads flagged
Weekly Reports
Every Monday at 7 AM
Weekly Pipeline Review
- Pipeline changes (added, progressed, lost)
- Stage conversion rates
- Stuck deal identification
- Forecast vs actual
Weekly Team Performance
- Rep rankings
- Target achievement
- Activity metrics
- Quality scores
Weekly Marketing Report
- Campaign performance
- Source contribution
- Cost per lead trends
- Engagement metrics
Monthly Reports
1st of each month
Monthly Sales Report
- Revenue achieved vs target
- Conversion funnel analysis
- Win/loss breakdown
- Period comparisons
Monthly Executive Summary
- KPI scorecards
- Trend analysis
- Strategic insights
- Recommendations
Monthly Quality Report
- Call quality distribution
- Compliance status
- Training needs identification
- Best practices highlights
Quarterly/Annual
Strategic & Compliance
Quarterly Business Review
- Comprehensive performance analysis
- Market trends
- Competitive landscape
- Strategic recommendations
Annual Compliance Audit
- Full call recording audit
- Consent documentation
- RERA compliance status
- Remediation tracking
Build any report from scratch using the custom report builder
Enterprise-Grade Reporting
Everything you need to create, schedule, and deliver professional reports.
Custom Report Builder
Build any report. Select metrics, set filters, choose visualizations, design layout. No technical skills required.
Automated Scheduling
Daily, weekly, monthly, quarterly—reports generate and deliver automatically. Never manually create the same report twice.
Multi-Channel Delivery
Email, Slack, Google Drive, custom webhook. Reports go where your team works.
30+ Pre-Built Templates
Start with proven templates for every use case. Customize as needed or use as-is.
White-Label Branding
Your logo, your colors, your format. Reports look like they came from your team, not a vendor.
Interactive Drill-Through
Digital reports are interactive. Click any number to see underlying data. Explore without leaving the report.
Report Versioning
Every report archived and accessible. Compare this month's report to last month's. Track changes over time.
Role-Based Access
Different reports for different roles. Reps see their reports, managers see team reports, executives see company reports.
Compliance Reports That Pass Audits
Always audit-ready with comprehensive compliance documentation.
RERA Compliance Reports
Real Estate Regulatory Authority
Booking Documentation
- Complete audit trail per booking
- All customer communications logged
- Consent records
- Document collection status
Communication Audit
- All calls recorded and archived
- Message content preserved
- Timestamp verification
- Consent tracking
Lead Source Compliance
- Portal lead handling
- DND compliance
- Opt-out management
- Data retention adherence
Quality Assurance Reports
Performance & Training
Call Quality Audit
- Script adherence scores
- Compliance violations flagged
- Quality trend analysis
- Remediation tracking
Training Compliance
- Certification status per rep
- Training completion rates
- Assessment scores
- Skill gap identification
Reports That Drive Action
Real scenarios showing how automated reporting transforms your workflow.
Monday Sales Meeting
Weekly team alignment meeting
Manager stays late Friday preparing deck
Report auto-generates Sunday night, delivered to inbox
Board Presentation
Monthly board update required
2-day effort pulling data from multiple sources
Monthly executive report auto-generates, customize and present
Commission Calculation
Monthly commission processing
Manual calculation prone to errors and disputes
Automated commission report with full audit trail
Compliance Audit
Regulatory audit requires communication records
Scramble to find and compile records, gaps discovered
Compliance report always ready, complete documentation
Marketing ROI
CFO questions marketing spend effectiveness
Anecdotal evidence, rough estimates
Clear attribution report showing source to revenue path
Investor Reporting
Quarterly investor update required
Custom creation every quarter
Standardized quarterly report with trend analysis
The Reporting Advantage
Real results from teams who switched to automated reporting.
Before & After Zetta
The transformation in numbers
Never Create Another Report Manually.
Your time is too valuable for copy-paste reporting. Zetta's automated reporting delivers the insights you need, when you need them, without anyone lifting a finger. Set it up once. Get reports forever.
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