Exportable, shareable reports built from the same live data behind the dashboard — so what you hand to a partner, lender, or board member matches exactly what you see yourself.
Built so reports shared outside the business are never disconnected from, or inconsistent with, what's actually in the live system.
Reports pull directly from the same underlying data behind the Executive Dashboard, so there's no separate manual process that risks producing a different version of the truth.
Reports can be exported as polished documents suitable for a board, a lender, or a partner — not just raw data dumps that need to be reformatted before they're presentable.
A report can cover one company, one branch, or the whole group, and can include or exclude specific modules — so a lender sees receivables aging without seeing unrelated legal matters.
Some reports can be set to auto-refresh on a schedule, so a recurring compliance snapshot or performance summary stays current without manual regeneration each time.
External parties receive the finished report itself, not access to the underlying Zimpl account — keeping sensitive group-wide data appropriately contained.
Reports serve as the bridge between what's tracked internally and what's shared with people outside the business.
Generates board-ready or partner-ready reports directly from live data, without needing to manually compile figures from several different sources first.
Produces financial and compliance reports for lenders or external accountants, confident the figures match what's actually in the system.
Receives a clear, consistent report on a regular basis, without needing direct platform access to get a reliable view of performance.
The underlying data is identical — what differs is scope. This report is intentionally limited to receivables figures relevant to the lender's review, excluding unrelated modules like Legal or Employees that have no bearing on a lending decision. Same source of truth, appropriately filtered for the audience.
This reflects how each report is actually used. A compliance snapshot is most useful when it always reflects the current moment, so it's set to refresh monthly automatically. A quarterly board report is meant to capture a specific point in time for that quarter's review, so it's generated once and preserved as a fixed record rather than silently changing after the fact.
Reports draws from every module to build externally shareable summaries, with closest ties to Audit and Companies.
A short walkthrough is the fastest way to see how your companies map into the platform.