Best Reporting Software and Tools for Project Management

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To help you navigate through the ever-changing options available this year, we have compiled a comprehensive buyer’s guide highlighting the five best reporting tools and software as reported today from multiple sources. From intuitive user interfaces to advanced analytics capabilities, these tools have been carefully selected to empower you in making informed decisions and driving success in your data-driven endeavors.

  • Hubspot – Best for marketing and sales reporting
  • Wrike – Best for collaboration on project reporting
  • Zoho Analytics – Best reporting tool for easy-to-read charts
  • Salesforce Lightning – Best for visually appealing dashboards
  • Tableau – Best reporting software for embedded analytics

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Our Picks

In today’s rapidly evolving workplace, the need for accurate and powerful reporting tools and software is required to stay competitive. Whether you’re a business professional, data analyst or scientist, or researcher, finding the right reporting tool increases your ability to extract valuable insights from enormous data sets. 

HubSpot logo.

Best for Marketing and Sales Reporting

Visit HubSpot

HubSpot is a platform that provides reporting features for sales, marketing, and productivity assessment. HubSpot Sales Hub has many reliable reporting features that include reporting dashboards, Sales Reports, Marketing Reports, Performance Assessment, Productivity Assessment, Deal Forecasting, Deals Closed vs. Goal, and a Recent Activity Feature. 

Its sales reporting software gives you deep insights into your pipeline to help you accurately forecast performance and coach your team to hit or exceed their goals. With it, users can easily and quickly create customizable and visually detailed reports with deep sales analytics for real-time updates on pipeline, team performance, deal status changes, prospecting, and conversions.

HubSpot Sales Hub Report

HubSpot Sales Hub Key Features

HubSpot Sales Hub is packed with features to help sales teams manage their processes effectively and improve customer interactions. 

Contact and Lead Management: Sales Hub provides essential CRM functionality in a centralized database to manage your contacts and leads. Sales teams have the ability to track interactions, store contact and lead information, forecast sales, and view a timeline of all contacts and engagements, experiencing better organization and personalized communication in their sales efforts.

Email Tracking and Templates: Sales Hub has email tracking capabilities that notify users when prospects open their emails or click on specific links. It also allows sales reps to turn their best sales emails into templates, allowing them to save time for personalizing mail and sharing communications scenarios with their team.

Deal Management and Pipeline Tracking: Sales Hub sales teams manage their deals and track progress through a visual pipeline, obtaining insights into deal progress and identifying potential roadblocks. Users can view deal stages, track activities, and set reminders for follow-ups so that all opportunities are well-managed, and sales processes are refined and streamlined.

Sales Analytics and Reporting: Sales Hub provides robust analytics and reporting features giving sales teams the ability to track everyone’s performance and progress against quotas. Reps can track key metrics such as deal velocity, revenue attribution, and sales productivity. The data-driven insights delivered by Sales Hub make for better decision-making and continuous sales process improvement.

Conversation Intelligence: Sales Hub has a built-in ability to record, transcribe, and analyze sales calls and meetings. Its AI spots opportunities for improvement, gives insight into how the team is performing, and identifies coaching opportunities.

Pros

  • Endless reports
  • Intuitive interface
  • Contact and lead management
  • Extensive marketplace and community
  • Integration with sales tools

Cons

  • Reliance on HubSpot ecosystem
  • Support response time
  • Limited customization
  • High price for full-featured version
  • May be overwhelming for new users

Why We Picked HubSpot Sales Hub for Reporting

HubSpot Sales Hub is worth considering as reporting software because it has robust features and capabilities related to business reporting processes. These cover the bases of comprehensive data management, advanced reporting tools, real-time analytics, customizable dashboards, automation, scalability, and integration with CRM. 

HubSpot Sales Hub teams can generate meaningful reports that provide insights into their team’s performance, identify areas for improvement, and drive sales success. A user-friendly interface and powerful analytics engine, make this a top contender for organizations seeking a comprehensive reporting solution. Although it may be pricey for advanced plans, the free version is solid and can be upgraded as your business grows. 

Positive user reviews detail that Sales Hub satisfies the need for getting two or more departments communicating and tracking sales activities together. The interface is far easier to understand than Salesforce, and the onboarding process and ease of use for all users, as well as the support from HubSpot, make it an easy decision.

wrike logo

Best for Collaboration on Project Reporting

Visit Wrike

Wrike is a powerful project management software that offers a range of features specific to project reporting. Users can report on project information using Wrike Reports, which gives a high-level overview of how things are progressing. 

Wrike’s project reporting tools benefit your business in a variety of ways, so you can streamline all your tasks on one platform. Check real-time progress and gain oversight on projects, tasks, and productivity. Select and use filters to fully customize what’s analyzed and schedule insights to arrive in your inbox automatically, or share reports with stakeholders to increase trust and accountability.

Wrike reporting dashboard
Wrike reporting dashboard

Wrike Key Features

Wrike’s powerful but simple project reporting software is full of reporting features to make any project run smoothly from beginning to end.

Customizable Reports: Wrike’s reports are significantly more customizable than the competition. With customizable fields, workflows, and dashboards, users can tailor Wrike to their specific needs and workflows, making it a truly flexible platform.

Real-Time Reporting: Wrike’s real-time reporting is superior to other platforms—it allows you to select filters to fully customize what’s analyzed, schedule automatic insights, and share reports with stakeholders to increase trust and accountability. Each time you open or refresh your report, it automatically updates to include the most up-to-date data that meets your report’s criteria.

Customizable Dashboards: Wrike’s personalized dashboards allow you to create custom widgets to track the metrics that matter most to your team. 

Wrike Pros & Cons

Pros

  • Customizable reports and dashboards
  • Real-time reporting and data 
  • Ability to share reports with stakeholders
  • Gain big picture visibility
  • Schedule automatic insights

Cons

  • Expensive for some teams
  • Delayed notifications for some integrations
  • Dependency on internet connectivity
  • Overly complex for simple projects or smaller teams

Why We Picked Wrike for Reporting

Wrike is a familiar and reliable project management tool that has added value for reporting. Wrike’s Work Intelligence® puts the power of data and AI to work for you, giving real-time predictions and suggesting changes for at-risk work. Whether your team is in the office, remote, or hybrid, this tool makes it possible to stay in sync with everyone and stay instantly informed of potential delays and risks. 

Project managers and their team leads are constantly looking for tools to streamline workflows and to work most efficiently. The added bonus of detailed reporting makes this a comprehensive solution or stand-alone tool for teams looking for instant and valuable insight into their operations and behind-the-scenes details.

zoho analytics logo

Best for Easy-to-Read Charts

Visit Zoho Analytics

Zoho Analytics is a reporting and business intelligence service that allows you to slice and dice your project data. It comes with a set of project reporting tools to give you actionable insights into your projects. You can assess how long a project will take to complete, find out who is free and who is occupied, and prioritize the order in which the tasks are to be carried out. With Zoho Analytics integration, you can now create and customize more than 50 reports to give you deep insights into your projects. 

Zoho Analytics Sales Dashboard Example
Zoho Analytics Sales Dashboard Example

Zoho Analytics Key Features

Zoho Analytics has an impressive list of features that users requiring data management and reporting should be aware of.

  • Data Integration: With Zoho Analytics, you can connect and consolidate data from over 250+ sources, including spreadsheets, databases, cloud storage, and other business applications. This feature gives users access to a comprehensive and unified dataset for project reporting.
  • Data Preparation and Management: Zoho Analytics stands out with its robust data preparation and management capabilities, offering intuitive tools and workflows that streamline data integration, cleansing, and transformation processes, ensuring accurate and reliable reporting results. You can use the self-service data and management application called Zoho DataPrep very easily with Zoho Analytics.
  • Visual Analysis: Zoho Analytics provides a wide range of charts, widgets, summary, pivot, and tabular views for creating insightful reports and dashboards. These advanced visual analysis capabilities output to interactive charts and graphics to arrange and present data in a compelling and easily digestible manner.
  • Augmented Analytics: Zoho Analytics goes beyond traditional reporting tools by leveraging AI-powered algorithms, machine learning techniques, and NLP technologies to uncover hidden insights, generate intelligent recommendations, and provide smart data alerts and forecasting.
  • Unified Business Insights: Zoho Analytics helps unify organizational data in a centralized platform with pre-built integrations across business applications and from multiple sources.

Pros

  • Robust data integration
  • Intuitive visual analysis
  • Advanced analytics capabilities
  • Automated reporting
  • Customization and white-labeling

Cons

  • Limited Natural Language Processing
  • Customer support can be laggy
  • Scarcity of documentation and assistance videos

Why We Picked Zoho Analytics for Reporting

Zoho Analytics is worth considering for reporting needs because it offers a business analytics platform that unifies organizational data with extensive data integrations across business applications. It also offers an intuitive drag & drop interface and flexible deployment options. 

It is a high-scale, extensible platform that can handle large amounts of data and is a cost-effective solution for businesses looking to get started with analytics. It empowers users to generate insightful reports and make data-driven decisions. Research suggests that this tool excels in providing customizable and interactive dashboards, enabling users to explore data and present insights effectively. The platform’s AI-powered augmented analytics and collaboration features further enhance its value, enabling users to uncover hidden patterns, automate data exploration, and collaborate seamlessly. 

salesforce lightning

Best for Visually Appealing Dashboards

Salesforce Lightning is a software platform with a range of features for reporting, giving users valuable insights to make data-driven decisions. Some of the highlights of Salesforce Lightning include customizable dashboards, real-time data and AI-powered analytics, mobile access, collaboration and sharing, integration with the Salesforce ecosystem, and advanced reporting tools.

Lightning Sales Dashboard
Lightning Sales Dashboard

Salesforce Lightning Key Features

Several stand-out features make Salesforce Lightning a popular choice for reporting.

Customizable and Interactive Dashboards: Salesforce Lightning fans can create custom-tailored dashboards for very specific reporting needs. The drag-and-drop interface and extensive range of components make it easy to build interactive dashboards for a dynamic and engaging reporting experience.

AI-powered Analytics with Einstein: Salesforce Lightning incorporates Einstein Analytics, an AI-powered analytics feature that brings advanced insights, predictive analytics, and recommendations to users. This capability sees users uncovering valuable insights, anticipating customer behavior, and making proactive data-driven choices, leveraging the power of artificial intelligence.

Mobile Accessibility: Salesforce Lightning is designed with mobile accessibility in mind. Users access and interact with reports on the go on smartphones or tablets. This feature provides flexibility and ensures that users can stay connected and make informed decisions, even when they are away from their desks.

Collaboration and Sharing: This feature has users collaborating on reports with their team and sharing them with stakeholders. Users can set access permissions, schedule report deliveries, and even embed reports in Salesforce records or external applications, enhancing this practice and data accessibility.

Integration with Salesforce Ecosystem: This tool seamlessly integrates with the broader Salesforce ecosystem, which includes various products and applications such as Sales Cloud, Service Cloud, and Marketing Cloud. It ensures smooth data flow so users can leverage data from different modules, experiencing a unified and comprehensive reporting workflow.

Pros

  • Streamlined and modern interface
  • Collaboration and sharing
  • Community support
  • AI-powered insights with Einstein AI
  • Scalability

Cons

  • Complexity and learning curve
  • Premium cost per user
  • Data storage limitations
  • Platform updates
  • Performance issues

Why We Picked Salesforce Lightning for reporting

Salesforce Lightning is worth considering for business reporting due to its robust set of features, user-friendly interface, and its position as a market leader in CRM solutions. Its customizable dashboards, advanced reporting tools, and real-time data updates empowers users to generate meaningful insights and make data-driven decisions. 

The platform’s seamless integration with the broader Salesforce ecosystem, mobile accessibility, AI-powered analytics, and comprehensive collaboration capabilities further enhance its value. Research shows that Salesforce Lightning has been recognized for its scalability, reliability, and extensive support resources, making it a trusted choice for businesses of all sizes. 

Tableau logo

Best for embedded analytics

Tableau is a gold-standard reporting tool that is used for data analysis and is one of the fastest and most powerful tools used for visualization. Tableau reporting is a process of connecting to various data sources, extracting, analyzing, and visualizing the data in different forms like charts, graphs, and dashboards. It is used to identify trends, insights, patterns, and forecasts in the data to make business decisions. Tableau reporting is easy to use and does not require much technical knowledge.

Tableau dashboard example
Tableau dashboard example

Tableau Key Features

Interactive Data Visualization: Tableau’s interactive data visualization features can create dynamic and visually appealing reports. Its drag-and-drop interface, extensive library of visualization options, and interactive features like filtering and drill-down empower users to explore data in-depth and uncover insights, making it more user-friendly and versatile compared to other platforms.

Advanced Analytics and Calculations: Tableau goes beyond basic reporting by offering advanced analytics and calculations. Users can leverage a wide range of statistical functions, forecasting models, and complex calculations to perform in-depth analysis and gain deeper insights. This feature set distinguishes Tableau as a powerful reporting tool that enables users to uncover trends, patterns, and correlations within their data.

Seamless Data Integration: Tableau’s ability to seamlessly integrate with various data sources is a significant advantage. It supports connections to databases, spreadsheets, cloud services, and big data platforms, so users can consolidate data from multiple sources.

Real-time Data Updates: Tableau supports real-time data updates, so reports and dashboards reflect the most current information. Users can connect to live data sources or set up automatic refresh schedules to maintain up-to-date reporting.

Collaborative Environment: Tableau promotes a collaborative environment where users can share reports and collaborate on dashboards via a web-based platform and can publish and share reports across teams anytime, anywhere. 

Pros

  • Powerful data visualization
  • Interactive visualizations and data maps
  • Advanced analytics and calculations
  • Handles large amounts of data
  • Intuitive drag-and-drop interface

Cons

  • Steep learning curve
  • Dependency on desktop software
  • Performance issues with large datasets
  • Inflexible pricing
  • Limited collaboration and version control

Why We Picked Tableau for Reporting

Tableau is an excellent reporting solution because it provides many features that make it easier to work with data. According to a recent study by Gartner, Tableau is one of the leaders in the business intelligence and analytics market. It is known for its ease of use, intuitive interface, and numerous data visualization options to help tell a story with data. Users can blend data from multiple sources and create more comprehensive reports. You can also collaborate with your team in real-time, share insights, and make decisions faster.

​​Research and user feedback consistently highlight Tableau’s strengths in data visualization, ease of use, speed and performance, data integration, advanced analytics, community support, and scalability. It stands out from its competitors due to its incredibly user-friendly drag-and-drop interface and wide range of features. Its visualizations are incredibly powerful and can be easily customized to fit the user’s needs. It is supported by a large community of users and developers who are constantly creating and sharing new visualizations and resources.

What Are the Key Features of Reporting Software?

When shopping for reporting software, there are several key features to consider. 

Ease of Use: Reporting software should be easy to use and have an intuitive interface for users to work with data and create reports.

Data Visualization: Reporting software should provide a wide range of data visualization options that can help you tell your story with data in order to create reports that are engaging and easy to understand.

Data Blending: Reporting software should allow you to blend data from multiple sources and create a single view and more comprehensive reports.

Real-time Collaboration: Reporting software should allow you to collaborate with your team in real-time and share insights to work better together and make decisions faster.

Data Security and Governance: Reporting software should prioritize data security and provide robust governance features. This includes role-based access control, data encryption, audit logs, and compliance with industry regulations. 

Benefits of Reporting Software

Reporting software provides several benefits to users. These include:

Improved Decision Making: Reporting software provides users with insights that can help them make better decisions. This is important because it can help businesses improve their performance and stay competitive. By presenting data in a clear and visual format, reporting software facilitates data-driven decision-making, leading to better outcomes and more accurate strategic planning.

Increased Efficiency: Reporting software can help users work more efficiently by automating tasks and reducing the time it takes to create reports. Reporting software automates the process of data analysis and report generation, saving users significant time and effort, while saving the business money. Instead of manually compiling and analyzing data, users can rely on reporting software to handle data aggregation, visualization, and generation of reports, freeing up time for more valuable tasks and increasing productivity.

Better Collaboration: Reporting software allows users to collaborate with their team in real-time and share insights. This is important because it can help teams work more efficiently and make decisions faster.

Data Visualization: Reporting software provides a wide range of data visualization options that can help users tell their story with data. This is important because it can help users create reports that are engaging and easy to understand.

Reporting Software FAQs

Reporting software should provide features such as data blending, real-time collaboration, and interactive dashboards. These features can help you work more efficiently and create more comprehensive reports.

You should look for software that provides a pricing model that fits your budget. The pricing model for reporting software can vary depending on the provider. Some software providers charge per user, while others charge based on the number of reports created.

Reporting software should provide a high level of support to users. This can include online tutorials, user forums, and customer support.

You should look for software that provides a high level of security to protect your data. This can include features such as data encryption and user authentication.

A good reporting software tool should provide a high level of customization to meet your specific needs. This can include features such as custom branding and custom report templates.

How to Choose the Best Reporting Solution

Choosing the best reporting software solution requires careful consideration of several factors. Here are some key considerations to keep in mind when making your decision:

1. Identify your specific reporting needs and goals. Before selecting a reporting software solution, clearly define your reporting requirements and objectives. Determine the types of reports you need, the level of customization required, and the data sources you want to integrate. This will help you narrow down your options and find a solution that aligns with your specific needs.

2. Evaluate the scalability and flexibility of the software. Consider the scalability of the reporting software to ensure it can accommodate your organization’s growth and evolving reporting needs. Look for a solution that can handle increasing data volumes, support additional users, and provide advanced analytics capabilities. Assess the flexibility of the software to ensure it can adapt to your changing reporting requirements over time.

3. Consider the software’s ease of use and user experience. Opt for reporting software that offers a user-friendly interface and intuitive features. Look for drag-and-drop functionality, customizable dashboards, and a visually appealing design. This will make it easier for users across your organization to adopt and utilize the software effectively, enhancing user satisfaction and productivity. If your company prioritizes ease of use, you should consider solutions such as Tableau.

4. Look into the data visualization options. Reporting software should provide a wide range of data visualization options that can help you tell your story with data. This makes it easier to create reports that are engaging and easy to understand. If your company prioritizes data visualization, you should consider solutions such as Tableau.

5. Determine the pricing scheme. The pricing model for reporting software can vary depending on the provider. Some providers charge per user, while others charge based on the number of reports created. If your company prioritizes cost-effectiveness, you should consider solutions such as Zoho Analytics.

Key Buying Considerations

If your company prioritizes real-time data visualization and collaboration, choose solutions that offer interactive dashboards with real-time updates and collaborative features such as commenting and sharing. Be cautious of software that lacks these features, as it may limit your ability to collaborate and make timely data-driven decisions.

If your company prioritizes real-time data visualization and collaboration, choose solutions that offer interactive dashboards with real-time updates and collaborative features such as commenting and sharing. Be cautious of software that lacks these features, as it may limit your ability to collaborate and make timely data-driven decisions.

Make sure to choose a solution that meets your company’s specific needs. For example, if your company needs real-time collaboration features, make sure to choose a solution that provides this feature.

Make sure to choose a solution that fits your budget. Some solutions can be expensive, so make sure to choose a solution that provides good value for money.

Finnaly, remember to thoroughly assess the software’s features, capabilities, and customer reviews to ensure it meets your specific requirements. Take advantage of free trials or demos to test the software’s functionality and determine its suitability for your organization. By considering these factors and making an informed decision, you can choose the best reporting software solution that aligns with your reporting needs and drives data-driven decision-making within your organization.

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