Build Reports Your Way

Why Flexibility is the Future of Reimbursement Reporting

See what you need, when you need to see it.

Discover how Cardata’s custom report builder and AI tools empower every admin to define and track what success means for their business—without relying on data teams or settling for cookie-cutter KPIs.

Reimbursement programs all start with mileage, cost, and compliance, but the definition of “success” changes from company to company. A distributor obsesses over employee productivity and SLA achievement, while a professional-services CFO needs cost-to-utilization ratios across divisions. Traditional platforms ignore those nuances, trapping teams in rigid templates and driving them back into spreadsheets.

Cardata Intelligence—launching this summer—breaks those constraints. Point-and-click reporting, natural-language prompts, smart alerts, and a flexible dashboard lets you report on what matters most—your way, in minutes.

Why flexibility matters

• Wasted hours: the average person saves 70% of their time when switching from manual or legacy reporting methods to Cardata Intelligence.
• Vanishing insights: critical KPIs—regional trends, sustainability metrics—get buried in one-size-fits-all dashboards.
• Insight lag: with outdated methods, when only analysts or support representatives can build reports, decisions lag behind events.

When tools can’t flex, users retreat to manual work, duplicate effort, and risk costly errors. Flexible reporting reverses that drain and puts time back on the clock—70% time back!

Custom Report Builder

Start from a clean slate or a proven template. Click desired attributes or measures, pivot on the fly, and swap chart formats with one click. Want percent of trips tracked manually vs. with GPS tracking? Pull both metrics into a single view and highlight exceptions—no more extra hours in Excel or external business intelligence tools. Everyday admins feel at home, yet power users can go deep.

AI Assistant “Otto”

Meet Otto, your on-demand reporting analyst. Just ask:

• “Show me top 5 drivers by mileage in April 2025.”
• “Focus on the Southwest division and show me the reasons drivers are out of compliance.”

Otto builds the filters, charts, and summary instantly—turning plain language into polished, editable reports.

Share Reports with Ease

Publish executive snapshots, let ops dive into detail, or schedule recurring deliveries—all from the same dashboard. Control visibility by role, department, or individual so everyone sees exactly what they need and nothing more.

Result: reporting adapts to the business, not the other way around.

Flexibility without Complexity

• Ready on Day 1: FAVR logic and compliance rules are pre-baked.
• Built for admins: if you can point and click, you can build reports—no data-engineering headcount needed.
• Budget-friendly: a single add-on replaces per-seat BI licences and costly integrations.
• Always in the loop: custom alerts keep you ahead of the curve by flagging key metric shifts automatically—no more manual checks. Set thresholds, get notified, and ensure your whole team stays informed.

Stay tuned for our product launch + live demo webinar!

Build today, future-proof tomorrow

Business never stands still, and your reporting platform shouldn’t either. Cardata Intelligence’s customizability and AI filtering abilities mean new metrics, custom fields, or policy thresholds snap right into existing dashboards—no rework required.

Define success on your terms. Build the dashboards that prove it. Empower your team to decide faster—together. With Cardata Intelligence, rigid reports are history and flexible insight is your competitive edge.

Next up in the series: “From KPIs to Compliance.” Don’t miss it!

Join us for our live event launch this summer, or book a call with us now to learn more about Cardata Intelligence.