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What is Embedded Reporting & BI?

What is embedded reporting? In a nutshell, it refers to bits of actionable intelligence that are seamlessly integrated into products, applications, or services facing customers. Intelligent data can be presented in countless forms, ranging from helping users better understand their purchasing patterns over time to complicated charts and graphs of running distances and speeds. Data, imagination, and a robust analytics platform can create limitless possibilities. According to Gartner’s Magic Quadrant report on analytics and business intelligence platforms, the number of people using them in organizations is rapidly increasing.

Making analytics meaningful for your product’s users requires imagination. You don’t want to settle for just dropping a dashboard or data point into your application when it comes to incorporating the very core meaning of what is embedded reporting. 

SAAS companies need embedded BI platforms today that support custom analytics that doesn’t just match your brand look and feel – that should be a given – but also allow your product team to customize the way data is accessed. Customer satisfaction and stickiness increase with custom icons and animations, ultimately translating into a superior user experience.

How Is Embedded Reporting Used?

SAAS companies need embedded BI platforms today that support custom analytics that doesn’t just match your brand look and feel – that should be a given – but also allow your product team to customize the way data is accessed. Customer satisfaction and stickiness increase with custom icons and animations, ultimately translating into a superior user experience.

Embedded reporting can be used in a variety of ways, depending on what kind of insights you’re looking for. Companies use this type of data to make decisions, spot trends, and discover opportunities to improve their business.

For example, businesses can use embedded reporting to monitor customer behavior and track purchasing patterns over time. This helps them identify where they can improve the user experience or expand their product offering. It also allows them to better understand customer needs so they can provide a more personalized experience.

Businesses can also use embedded reporting to conduct market research, analyze competitors’ performance, and measure ROI on marketing campaigns. By tracking sales figures, companies are better able to identify which products are selling well and which need improvement.

Benefits of Embedded Reporting

The use of an embedded reporting tool can greatly improve the effectiveness of data analysis and decision-making throughout an organization. By combining data analytics with visualization capabilities, organizations can easily identify trends, detect anomalies, and uncover insights from their data.

With an embedded reporting tool, all of this information can be accessed quickly and conveniently from anywhere on any device.

In addition to saving businesses time and money by reducing the need for manually creating reports from raw data, an embedded reporting platform also helps to ensure accuracy across reported information.

This is because real-time data refreshes can be established across datasets which ensures that the latest set of available numbers are always included in reports. With these updates regularly occurring in conjunction with various levels of security put in place for each user’s access level, organizations can rest assured that no unauthorized changes are made to their reports.

Furthermore, if any discrepancies arise between datasets then these conflicts can be quickly identified and resolved due to detailed drill-down processes built into most tools.

Embedded Reporting Helps Turn Raw Data Into Actionable Information

Using embedded reporting helps to make raw data actionable. It allows us to take a large set of data and turn it into easy-to-understand information that provides context and meaning.

Embedding reporting helps to bridge the gap between raw data, which has no real value on its own, and meaningful insights. This allows people to gain further value from the data by being able to visualize and better understand patterns or trends.

For instance, visualizing sales numbers over time can help identify any production weak spots or areas for improvement in a business.

Data-driven storytelling is incredibly powerful when it comes to making use of big data sets because it enables a greater understanding of the underlying trends that are not so easily seen in spreadsheets or other formatters.

Data visualizations allow users to interpret the bigger picture more quickly and accurately, making them more effective when drawing conclusions from data or forming decisions based on analysis.

For example, graphical representations like charts help people look beyond mere numbers and make connections between variables faster than having them memorize an entire spreadsheet.

By using embedded reporting tools we can analyze detailed information more efficiently as well as view it in an easier way than tables ever allowed us before.

Embedded Reporting Improves Visibility & Efficiency

Embedded reporting can be an invaluable tool for improving visibility and efficiency across an entire organization. With embedded reporting, data becomes quickly accessible without having to exit the current workflow and search for them in a separate application.

By providing quick access to actionable information in this way, users will know immediately if there is any issue or area of improvement, enabling rapid corrective action and decision-making.

Moreover, being able to view all necessary data through one single platform improves overall efficiency.

This is especially beneficial when dealing with large amounts of data that come from different sources — embedded reporting allows users to consolidate information from various applications into a single source with visuals that should make it easier to pinpoint areas of improvement or address problems more quickly than before.

Additionally, profiling tools such as data segmentation or trend analysis can be used for further clarification on complicated issues or any alterations needed in order to progress with initiatives faster.

Embedded BI vs. Traditional BI – A Comparison

BI went from being a simple standalone application used for repetitive reporting tasks to a much more sophisticated and integrated tool. Applications teams are now integrating insights into the software products people use every day. Users who want to analyze their data are forced to switch from their preferred business applications to another analytics tool when BI is a standalone application. As a result, users become frustrated, and the adoption rate decreases.

Businesses can place dashboards and analytics within the applications they are already using and ensure their workflows are not disrupted through embedded BI. As a result, embedded BI is more widely adopted. Using one application at a time is more methodical and results in better productivity than using several applications at once.

The value of embedded BI lies in its ability to deliver critical data insights and actionable information inside the tools users use every day in their jobs. 

Among the top reasons software teams embed BI into their applications are:

  • The adoption rate of users is higher.
  • Expends more time on the application.
  • Provides value to the application.
  • Provides a better user experience and elevates customer satisfaction.
  • Achieves revenue growth.

Key Functions of Embedded BI Tools

Since the development of decision-support systems in the 1960s, BI tools have evolved. Among them were executive information systems, whose main function was to funnel information to senior business executives. Comparatively, modern BI platforms offer broader functionality and a user base that includes C-level executives, department heads, middle managers, business analysts, and frontline operational workers.

Business intelligence in enterprises today includes the following functions:

Monitoring and Measuring Business Performance

Executives and business managers widely use it to monitor KPIs and other business metrics to monitor the performance of an organization or individual business units over time. This allows them to identify and address business problems more comprehensively. One BI tool, for example, could show that product sales were below plan in one region, enabling your sales managers to take proactive steps to boost them in time to meet your quarterly target.

Data Analysis

By allowing ad hoc queries on data sets, BI tools support more involved analytics than just tracking metrics. A BI analyst runs queries to analyze data to gain insights that can be used to optimize business processes, marketing campaigns, corporate strategies, and other elements of an enterprise. By querying and analyzing data, executives can detect new revenue opportunities that may otherwise be missed. In organizations, this BI function is the linchpin of data-driven decision-making.

Reporting and Information Dissemination

The BI results must be distributed or made available to business users to use them. In the beginning, this was mostly done through static reports, which were often sent out in the print form. Reports are still widely used, but dashboards are becoming more common. With their interactive interfaces and built-in data visualizations, they can drill down into the underlying data for deeper analysis.

Predictive analysis

Descriptive analytics is a form of conventional BI. An enterprise can respond to events as they unfold by analyzing historical data or real-time data streams. In contrast, predictive analytics predicts future events, such as customer reactions to marketing offers. Data scientists perform this type of advanced analytics. Still, BI tools can be used for scenario-based modeling, and what-if analysis queries to predict the outcomes of different business scenarios, adding predictive elements to the BI process.

What is Embedded Reporting?

The integration of data visualization and reporting features into another software application is embedded reporting. Essentially, it gives the end-user a window into the data held within a particular application.

The IT department assists in integrating reporting tools, such as charts and dashboards, into the existing software. The embedded reports and dashboards in the applications are easier to use, allowing users to analyze data and identify problems more efficiently. 

By making use of tools like third-party analytics platforms, developers can easily embed reporting functionality in their applications, and, in turn, users can view and create reports in one place rather than using several tools. If CRM does not have embedded reporting, users might need to export data into a spreadsheet and then import it into a separate tool to obtain the data analysis they need.

How Can You Use Embedded Reporting?

what is embedded reporting

To enhance existing business processes with minimal resources, companies can make use of embedded reporting and embedded analytics. Customers Relationship Management (CRM) suites are among the most common uses of these tools. Centralizing and optimizing sales and marketing operations through applications like these is becoming increasingly popular, and they generate vast amounts of data that must be quickly analyzed and presented.

Businesses can gain actionable insight from BI directly within CRM applications, and employees can make well-informed decisions to achieve greater success on a daily basis by embedding reports directly into CRM applications.

In addition to medicine and healthcare, embedded reports are useful in many other fields. Hospitals, clinics, and other healthcare facilities have to deal constantly with patient information, broader trends, and other analytics requiring immediate analysis to support quick decisions. These embedded reports can be used to cut downtime waiting for results and make better choices, which will impact the quality of care and overall service at the facility.

How to Choose the Right Embedded Reporting Tools?

Here are four features to ensure you get the best performance from your embedded reporting solution. 

Deployment Flexibility 

Software for embedded BI reporting should be one developer can seamlessly embed in any application, no matter what type of user it is. The tool should easily integrate data from different sources, whether deployed internally or via a cloud/SaaS application environment. Thus, users only have to consider the conclusions drawn from the data. 

Easy to Operate and Maintain

After the reporting system is implemented, IT departments are accustomed to maintaining the system. Operating and maintaining a system takes just as much time as developing it. So, a convenient O&M system should be one of your top priorities when choosing an embedded reporting system. 

High Security

Reports embedded in other software may present a security risk. Quality embedded reporting tools should readily integrate into security policies, user management, and management systems. Additionally, the device should allow you to set user roles, access reports, and secure other user data in multiuser environments in addition to supporting single sign-on.


The clustered report server architecture must provide high availability, load balancing, and scalability. Scalability is the property of a reporting system that allows it to be modified according to business requirements as they change. 

What are the Current trends in Embedded Reporting

Embedded reporting is quickly becoming the preferred mechanism for businesses to present data and insights in their decision-making process. It allows for much more precise and granular analysis, enabling customers to make smarter choices.

The embedded reporting trend also helps organizations create stronger relationships with customers by providing them with real-time insights and analytics into their business activities.

Due to this obvious shift towards embedded reporting systems, innovative solutions are being offered to companies via software vendors such as Tableau, Power BI, and Looker among others.

Such platforms are empowering companies by allowing them access to large amounts of data that can be used to conduct more detailed analytics and decipher trends within the data itself.

Furthermore, since all these components are hosted on the same platform, end users can customize it around their needs better compared to manual reports.

Overall, there is a clear movement toward integrating embedded reporting capabilities into both small-scale startups as well as large corporations in order to generate measurable ROI from otherwise dormant information.

Automated processes also significantly reduce manual workloads giving professionals more quality time for other tasks.

Companies should take advantage of such technological advancements if they wish to stay ahead of their competition with accurate data-driven decisions informed by trusted insights.

Building Success with Embedded BI

In spite of BI’s many benefits, what is embedded reporting? It’s not a solution that fits all. You will need to use your BI tools for certain tasks, such as connecting to, transforming, or creating new visualizations. By embedding BI content, you can share analytics and insights.

Prior to embarking on a full-scale implementation, companies must carefully consider which tools are ideal for their needs. A close look at the organization’s needs is crucial when deciding whether to invest in embedded business intelligence tools.

Learn how a simple, embeddable ad hoc reporting engine can be used within your application by contacting dotnetreport! That’s not something you can commit resources to without adversely affecting your core product. By integrating the right modern analytics platform, your end-users can leverage the newest technology, getting to the heart of data insights faster. With the best embedded BI tool, make your analytics platform focused on innovation with the latest technological advances. Have a sustained advantage over your competitors with dotnetreport

Let’s Work Together On Your Business Intelligence Requirements

Companies and Software Developers across many industries, from Banking to Oil & Gas, to Software Consultants and especially SaaS providers, rely on dotnet Report for their Reporting needs every day. Both internal and external stakeholders for these companies create Reports and Dashboards using our reporting engine to get meaningful and actionable insights to their data. Contact us today to see how you can get an edge over the competition with our modern Report Building Software.

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