What Is Embedded Reporting? Benefits, Best Practices & Tools

This comprehensive guide will serve as your one-stop resource for understanding embedded reporting.

Integrate your CRM with other tools

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Techbit is the next-gen CRM platform designed for modern sales teams

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Why using the right CRM can make your team close more sales?

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According to a recent study by Statista, a staggering 120 zettabytes of data were created globally in 2023. While this data holds immense potential, extracting actionable insights to drive informed decisions can be a challenge. Traditional business intelligence (BI) tools often create silos, requiring users to switch between applications and navigate complex interfaces to access and analyze data. This disjointed approach hinders user experience and limits data accessibility, especially for non-technical users.

This is where embedded reporting comes in, offering a solution to bridge the gap between data and insights.

This comprehensive guide will serve as your one-stop resource for understanding embedded reporting. We will delve into core concepts, explore benefits, and navigate the selection and implementation process for the most suitable solution for your needs.

What Is Embedded Reporting?

Embedded reporting integrates reporting functionalities, like dashboards and charts, directly within the software applications your users already leverage. Imagine a sales team working in a Customer Relationship Management (CRM) platform. Embedded reporting can provide real-time sales data like closed deals, conversion rates, and customer engagement metrics directly within the CRM interface. This eliminates the need to switch between applications, streamlining workflows and empowering data-driven decision-making at the point of need.

Overview Of Embedded Reporting

Here's a simplified breakdown of how embedded reporting works:

Data Source Connection: The embedded analytics platform connects to a data warehouse—Extract, Transform, Load (ETL) process may be involved—to retrieve relevant data.

Report Creation: Users can design and customize reports tailored to their unique needs and the application’s context. This may involve selecting data points, choosing appropriate visualizations, and setting filters.

Integration within the Host Application: The generated reports seamlessly integrate into the host application's user interface. Users can view and interact with the data directly within their workflow, eliminating the need to switch between applications.

Benefits Of Embedded Reporting

Embedding reporting within applications unlocks a range of benefits for both users and businesses:

Streamlined user experience: Data visualizations are presented within the context of users’ tasks, making information more relevant and actionable. Additionally, the familiarity of the application environment reduces training needs.

Enhanced decision-making: Embedded reports provide real-time data, empowering users to make informed decisions quickly. Data visualization fosters data-driven choices by presenting trends and patterns clearly, allowing users to base decisions on factual information.

Increased user adoption: The ease of access and familiarity of embedded reports lead to higher adoption and regular use. Users can access and analyze data independently, reducing reliance on IT for report generation and maintenance.

Boosted operational efficiency: Embedded reporting automates report generation, saving time and effort compared to manual processes. Data-driven decision-making, facilitated by embedded reports, can lead to improved resource allocation and process optimization.

Improved collaboration: Teams can easily share and collaborate on embedded reports, fostering communication and knowledge sharing. A unified view of data through embedded reports promotes informed discussions and collaborative decision-making across departments.

Embedded Reporting Tools & Software

We will explore some popular embedded reporting tools and software, highlighting their key features.

Databrain: Empowering Everyone With AI-Powered Analytics

DataBrain is a user-friendly embedded analytics platform that simplifies data exploration and analysis. Designed with ease of use at its core, DataBrain empowers users of all technical backgrounds to unlock data-driven insights directly within their familiar workflows.

Effortless Integration: DataBrain seamlessly integrates with various data sources, enabling a smooth flow of information directly into your existing applications. This allows you to leverage embedded analytics quickly and efficiently, without the need for extensive technical expertise.

Drag-and-Drop Dashboard Creation: DataBrain boasts an intuitive drag-and-drop interface, making report and dashboard creation a breeze. There's no coding required! This empowers users to customize reports and visualizations to fit their specific needs, fostering a sense of ownership and deeper engagement with the data.

Pre-built Connectors: DataBrain eliminates the time-consuming process of building custom data connectors. With a library of pre-built connectors for popular databases, you can start getting value from your data right away.

Beyond the Basics: Advanced Analytics at Your Fingertips

While DataBrain excels in user-friendliness, it doesn't compromise on functionality. DataBrain offers advanced features like:

Real-time Data Visualization: Gain immediate insights with real-time data visualization. DataBrain keeps your dashboards up-to-date, ensuring you always have the latest information to make informed decisions promptly.

Drill-Down Capabilities and Ad-hoc Analysis: Don't settle for surface-level insights. DataBrain empowers you to delve deeper into your data with drill-down capabilities for uncovering hidden patterns and trends. Additionally, ad-hoc analysis allows you to ask complex business questions of your data and get the answers you need, all within the familiar environment of your application. Learn more What is Ad Hoc Reporting? Key Components & Challenges

Zoho Analytics:

Zoho Analytics is a cloud-based embedded analytics platform.

Seamless Integration: Zoho Analytics integrates with various applications through APIs or single sign-on (SSO) authentication, allowing users to access and analyze data reports within their core applications, streamlining workflows, and boosting productivity.

Visualizations and Dashboards: Zoho Analytics provides a comprehensive library of interactive visualizations, including charts, graphs, and maps, enabling users to explore data intuitively and uncover hidden patterns and trends. Additionally, customizable dashboards allow users to personalize their data view and monitor key performance indicators (KPIs) at a glance.

Accessibility and Collaboration: Zoho Analytics allows secure access to reports and dashboards for authorized users, fostering collaboration and knowledge sharing across teams. Additionally, mobile-friendly features ensure access to data insights on the go.

Bold BI:

Bold BI caters to businesses with complex data needs and a focus on security and scalability.

Extensive Customization: Bold BI provides high customization, allowing businesses to tailor the embedded analytics experience to their specific branding and workflows. It ensures a seamless integration within existing applications and enhances user adoption.

Deployment Flexibility: Bold BI caters to on-premise or cloud-based deployments for maximum flexibility based on individual security and infrastructure needs.

Scalability and Security: Bold BI prioritizes data security with robust access controls, encryption, and compliance with relevant regulations. Its scalable architecture ensures it can handle massive datasets and growing user bases without compromising performance.

Choosing The Right Embedded Reporting Solution

Selecting the ideal embedded reporting solution requires careful consideration of various factors:

1. Ease of Integration: The solution should seamlessly integrate with your existing application and require minimal development resources and technical expertise to set up.

2. Reporting Capabilities: Match the platform's features to your specific needs. Consider factors like:

Data Visualization Options: Does the platform offer a variety of charts, graphs, and maps to effectively represent your data?

Customization Options: Can you tailor reports and dashboards to fit your specific user needs and branding?

Interactivity Features: Do the reports allow users to drill down into data and ask complex questions?

3. Security and Data Governance: Ensure the platform prioritizes data security with robust access controls, encryption, and compliance with relevant regulations.

4. Scalability and Support: Consider the platform's ability to scale as your data volume and user base grow. Choose a solution that offers reliable customer support to address any technical issues.

Implementing Embedded Reporting: A Step-By-Step Guide

1. Define Reporting Requirements: Identify the specific data insights your users need and how you want them visualized.

2. Choose and Integrate the Platform: Select an embedded analytics platform that aligns with your requirements and integrates with your application.

3. Design and Develop Reports: Design reports tailored to user needs and the application context. Prioritize clear visualizations and user-friendliness.

4. Test and Ensuring Functionality: Conduct thorough testing of embedded reports within the application to ensure smooth functionality and address any bugs.

Best Practices For Embedded Reporting Success

User-centric design: Prioritize intuitive interfaces, clear visualizations, and explanations for complex data.

Data security: Implement robust access controls, encryption, and compliance measures to safeguard sensitive information.

Promote user adoption: Offer training resources and support to encourage users to leverage reports effectively.

Use Cases: Unlocking Value Across Departments

Embedded reporting empowers various departments:


Sales representatives gain real-time insights into performance and customer engagement, allowing them to optimize strategies and build stronger relationships. This translates to faster deal closures, personalized communication, and ultimately, increased customer satisfaction and revenue growth.

Property Management:

Property managers gain access to KPIs like occupancy rates and maintenance costs, facilitating informed decisions about rent adjustments, marketing strategies, and resource allocation.

Additionally, embedded reports enable generating tenant activity reports and tracking maintenance data, streamlining communication, ensuring timely responses, and optimizing operational efficiency. This ultimately allows for data-driven investment decisions and portfolio optimization based on property performance.


In today's information age, businesses are drowning in data. The challenge lies not in acquiring information but in extracting actionable insights that fuel informed decisions and drive organizational success.

For businesses prioritizing ease of use and empowering non-technical users, platforms like DataBrain with its drag-and-drop functionalities can be a perfect fit.

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