Reporting Xpress was born out of the recognition by a group of senior foundation executives of the need to get current, actionable information into the hands of people charged with executing their organization’s mission.
It started with project/fund activity reporting, i.e., how to make sure hundreds of people across their organization who are not accountants but are responsible for spending individual pools of money on things like scholarships, research grants, endowed chairs, etc. can keep track of spending, fund balances, investment returns, new donations, budgets, etc. without having to become users of a powerful but complex financial system.
Once we started digging into what a solution might look like, we realized there were other pretty common challenges across all types of non-profits and foundations that could be addressed by an automated reporting and report distribution system.
Of course, today, that means implementing a cloud-based system, and Reporting Xpress was launched as a Reporting as a Service platform (RaaS) based on AWS’s robust cloud infrastructure.
We don’t look much like other circa-2018 startups. Our CTO has been surfing the latest technology waves for 30+ years. His prior startups have twice been named Microsoft Partner of the Year. Our CEO has 30+ years of experience growing technology companies, including co-founding three other successful B2B SAAS products. This experience provides us a deep appreciation for the process, information security, system resilience, and other things you would expect from a mature company.
We became a Blackbaud Technology partner because they are the worldwide market leader in non-profit financial and fundraising software. It also helps that we are right up the road from Blackbaud in Columbia, South Carolina. However, we can integrate with any cloud-based software with API access.
Reporting Xpress extracts data from your core systems via API and shapes it into a temporary JSON data warehouse in the cloud from which we can generate reports.
The temporary data warehouse gives Reporting Xpress the ability to reshape your data and combine data from multiple systems to provide report views that may not be available from your core systems. Don't worry. We don't store any of your source data. We delete it as soon as we generate the reports and only store reports in encrypted AWS secure storage.
Not all reports are designed to be consumed by humans. Reporting Xpress can also generate 'reports' that are data files. These can be CSV’s, SQL files, XML, etc. that can be imported into other systems freeing staff from the repetitive tasks of exporting and reshaping/cleaning data to get it ready for import into another system.
All of Reporting Xpress’s computing and storage resources exist in AWS’s world-class cloud infrastructure and Reporting Xpress leverages native cloud services provided by AWS for optimum security, performance, and availability.
Reporting Xpress was designed to make it incredibly easy for anyone to access the information they need to more effectively execute their job. It starts with a Federated Security platform that leverages your existing network directory for identity management. We will help you with this integration. The benefit is that users are recognized by their existing logins and passwords so no one has to remember or manage another set of user credentials.
The basic user interface has two panels. On the left is a folder structure that should be familiar to anyone who has used a computer in the last twenty years. Reporting Xpress automatically security trims this folder structure for each user so they only see folders containing reports that they have permission to view. On the right are what appear similar to Monopoly Cards. Think of each card sitting on top of a stack of reports organized by date. The cards contain controls to allow you to interact with that stack of reports.
The cards contain information about the reports and allow you to select and interact with the individual reports. Although we include live webinar-based training for end-users with every implementation the comment we hear most often is: "'No thanks, this is a simple website and we already know how to interact with websites".