Review business reports
Begin with the relevant records and activity in this workspace.
See the bigger picture.
Bring operational reporting together so decisions stay connected to what your team is doing.
Reports & insights
A clearer way to work.
Bring operational reporting together so decisions stay connected to what your team is doing. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Understand activity across workflows
Review the details before deciding what to do next.
Use insights to guide the next step
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
Reports & insights sits alongside Aorta’s sales, communication and delivery tools. Explore related workspaces below to see how the wider platform fits together.
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The next piece of your workflow.
Platform & insights
Workspace search
Find records across the workspace without retracing every navigation path.
Explore feature Platform & insightsUsers & roles
Organize user access and responsibilities around the way your team works.
Explore feature Platform & insightsWorkspace settings
Bring the configuration behind your daily operations into a dedicated settings area.
Explore feature