Please note this is a premium (paid) add-on feature. For more information or to get this feature enabled please contact your Customer Success Account Executive or email [email protected].
Screenshot shows the Customized Report Template builder interface.
A new premium feature, you can build a customisable report with the option to include the new AI-powered Text Summarization*, include attached documents, summaries of relevant interactions, and much more. You can build out a number of templated reports in your Account, allowing for a number of customizable reports to be available to your team.
Exploring the customizable Stakeholder Reporting
Customizable Stakeholder Reports allow your team to build reports that meet your organisation's requirements for compliance and regulatory reporting, all in one place.
You can use Simply Stakeholders to track, manage and analyse your stakeholder management data, with all the information you need to then build complex Stakeholder reports. This ensures you have the data available quickly when you need it, in a format that meets compliance or regulatory reporting specifications, and that you can trust is reliable and accurate.
The ability to create a variety of report templates means that you can set up a number of different reports for different purposes. You can set your standard report as the default template, but have additional reports drafted and ready to enable should you need them.
Why would you use it?
One of the core reasons you may be using Simply Stakeholders is to track Stakeholder Engagement activities to report on your mandatory engagement activities or to meet compliance requirements. This function within Simply Stakeholders’ allows customers to generate these reports within the platform, reducing the risk of missing exporting key data into an external platform and it means that:
No additional work required to export data and build reports in an external platform
Able to generate a complex and comprehensive report on your tracked Stakeholder details and activities
Accurate reporting templates able to be customized to your exact requirements
Your organisation will benefit from accurate and transparent record management and reporting with a single source of truth; with all records and details conveniently located in one place. Take the stress and double-handling out of your reporting processes, and streamline your compliance reporting.
Getting started with customizable Stakeholder Reporting
To get started, please reach out to your Customer Success Account Executive or email [email protected] to arrange for a demonstration of the key features and to explore if this feature is right for your Account needs.
Getting access
As this is a premium (paid) add-on feature you will need to contact your Customer Success Account Executive or email [email protected] to discuss getting this feature enabled for your account.
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].