Report Builder

Generate Data-Rich Customer Account Reports Automatically from Your Sales Data...in Seconds!

Report Builder product screenshot

What is Report Builder?

Report Builder empowers your sales team to extract, organize, and leverage critical sales data — automatically generating accurate, professional reports in seconds. Templates can include graphs, tables, charts, customer logos, and drill-down data. One click assembles the complete report and converts it to PowerPoint. It's as Simple as Click, Build, Present!

Empowers Your Sales Team

Sales and marketing reps build their own data-rich, customer-specific account reports — no IT dependency.

Seamless Database Integration

Works across large, multiple databases to automatically pull accurate data into polished, professional reports.

Infinite Flexibility

Generate many different report types based on user security levels and database access — unlimited template configurations.

Speak Your Customer's Language

Adapts to your business structure or your customers' company structure — reports formatted the way they need to see data.

Tracking & Reporting Module

Report Builder tracks site usage and activity across your user base. Export real-time data to Excel at any time. Blue Lacuna assembles quarterly reports with a Value Analysis — real-world metrics that demonstrate your return on investment.

Features & Benefits

Does your sales team spend days — or weeks — pulling data from disparate sources to assemble performance reports? Report Builder eliminates that burden, delivering accurate, professional reports in seconds.

For Field Sales Reps

  • On-demand, customer-specific sales reports and marketing scorecards — created in seconds
  • Delivers critical data to customers in the format they prefer
  • Customized report templates for a wide variety of report types
  • Scalable structure supports multiple sales and reporting years simultaneously
  • Easy to use — little or no training required
  • Frees up your time for customers and selling
  • Cloud-based admin pushes real-time data directly to your fingertips

At the Corporate Level

  • Frees your field force for more selling, prospecting, and business building
  • Complete control of brand and messaging while empowering reps to create their own documents
  • Critical competitive advantage with third-party Broker Organizations and Resellers
  • Cloud-integrated — centralizes all sales data, key metrics, and resources securely
  • Scalable, modular design provides easy and cost-effective updates
  • Just in Time fulfillment reduces Communications team stress, printing costs, and outdated documents

Ready to see Report Builder in action?

Our team will walk you through a personalized demo — no commitment required.

Request a Meeting →

Frequently Asked Questions

Q. How Much Does Report Builder Cost?
As always, cost varies based on scope and complexity. The project cost is divided into two parts, a one-time development fee and a monthly user subscription fee. Both are likely much less than you would guess. Expect your investment to pay for itself very quickly in increased sales, productivity gains and more efficient and professional customer communications.

Q. What is included in the Monthly User Subscription Fee?
For the monthly subscription fee all users get their own dedicated Report Builder account and all necessary user support. At the project level, this fee includes the secure server slot, server space for your project resources, powerful security practices, redundant backup of all resources, trivial changes and updates to data and resources, and more. One fee covers everything, no nickel-diming here.

Q. My Company Data is Highly Confidential, What Type of Security is Built into Report Builder?
As much as you need. Multiple security levels are the default structure for Report Builder allowing our customers to easily control which users have access to specific data and presentation templates. All Report Builder sites are locked up with state-of-the-art secure encryption.

Q. Do I Have to Sign a Contract?
We are flexible. The initial agreement typically includes a one year commitment. After that year, it is month-to-month and at your discretion.

Q. How Long Does it Take to Implement?
Typical projects are about 8-12 weeks from handshake to go live, depending on project scope and complexity. It can be faster when deadlines dictate.

Q. Can Report Builder Accept my Existing Sales Databases?
Absolutely! Report Builder is fully compatible with almost any kind of raw data. We can easily work with data in SQL, Excel, Access, XML, CSV and many other popular database formats. We can also integrate multiple and disparate databases if necessary.

Q. How Many Report Templates Can I Have in Report Builder?
As many as you like. Report Builder's Dynamic Document Engine offers virtually unlimited flexibility in terms of the design, theme, layout and type of documents and individual pages that it can create.

Q. How Much Training is Required for Users?
Incredibly, almost none at all. Report Builder is intuitive and user friendly, very easy to learn and master. Usually a one hour classroom session or web meeting is sufficient to bring users up to full speed.

Q. How Do I Get Started with Report Builder?
If you would like more information about Report Builder and how it can help your organization, we are happy to schedule a demonstration session for you. Please feel free to call or email us today to reserve a time.