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insight Encyclopedia

Embedded Reporting

What is Embedded Reporting?

Embedded reporting refers to the integration of BI reporting into software applications. Reporting is generally defined as the process of collecting and presenting data so that it can be effectively analyzed. Definitions can vary slightly, but generally, reporting deals only with collecting and presenting data— in a dashboard, chart or other data visualization—and not with actual analysis.

Embedding reporting puts these data visualizations in context of other applications. End users are able to see data that is important to them inside of business applications they already use to perform their job functions.

How is Embedded Reporting Used?

For example, sales and business development teams place a high value on closed loop sales reporting ina CRM platform. These users want to be able to quickly collect data—such as the best performing revenue sources or average number of days to close deals—and view or present it clearly. Embedded reporting allows them to stay in their preferred applications and quickly get the information they need to make smarter business decisions.

What Are the Benefits of Embedded Reporting?

Using tools like a third-party analytics platform makes it easier for developers to embed reporting functionality into an application and, in turn, the user can create or view reports in one place rather than in multiple tools. Continuing the CRM example, without embedded reporting users might have to export data into a spreadsheet and then import it into a separate reporting tool to get the analysis they need. Embedded reporting removes that hassle, thereby improving the user experience, boosting analytics adoption, and reducing customer churn.