Skip to content

OCTO · Ready solutions

Reporting and Analytics

Your business may use several different programs. Octo helps bring data from those systems into shared reports through integration. See sales, production and stock data together in clear dashboards. Ask OCTO AI questions about your data, request summaries and prepare reports around your needs.

How does it work for your business?

  • Keep using your existing programs while we identify the data and sources needed for reporting.
  • Connections depend on each system’s APIs, exports or permitted data access.
  • Match customer, product and period information across sources to create consistent indicators.
  • Review sales, production and stock in shared reports, with refresh schedules agreed for each connection.
  • Ask OCTO AI your question in everyday language, then review reports and summaries within the selected data scope and user permissions.

EVERYDAY USE

From a need to an everyday workflow.

We can adapt this example flow to your responsibilities and record structure.

  1. 01

    Choose the business question: sales targets, production progress or stock requirements.

  2. 02

    Identify sources in your current programs and assess connectivity and access with technical owners.

  3. 03

    Match customer, product and period records; prepare shared indicators and compare results with the sources.

  4. 04

    Share reports with authorised users and agree refresh schedules and the indicators to follow.

Sample dashboard using Octo chart components · sample dataEnlarge screen ↗
Sample dashboard using Octo chart components · sample data · New Octo Web interface

OCTO AI

Ask your data. Focus on your business.

Which orders are pending, where does production stand and what changed this month? Describe your question in everyday language. Prepare reports, request summaries and explore different breakdowns with OCTO AI.

Explore OCTO AI

Who does what?

Example responsibilities; access is configured during implementation.

Business team

Defines the questions and indicators needed for decisions.

Report developer

Prepares queries, fields, filters and layout.

Manager

Reviews permitted data and decides on actions.

Adapt it to your business.

  • Data fields and calculations
  • Date and status parameters
  • Report layout
  • Application screen links

Changes are assessed for their effect on data, permissions and existing records, then deployed after testing and user review.

Frequently asked questions

Do we need to replace our existing programs?

No. Where access to the data is available, you can keep using those systems while building shared reports in Octo.

Is there a ready connector for every program?

Connectivity is assessed against the system’s APIs, exports or permitted data access. Development, data mapping and refresh schedules are agreed within the project.

Where shall we start?

ERP, manufacturing, customer management or a process unique to your business. Tell us what you need and let’s find the right starting point.