Reporting

Board-ready reports in one click

Everything leadership and payroll need — the numbers, the detail and the story — exported to branded Excel and PowerPoint, straight from live data.

The reporting hub

One screen, the whole picture

Leadership can build any view of the quarter — filter by team, status or person — and watch the totals update live before exporting. No stitching spreadsheets together by hand.

Flexible filters

Slice by fiscal year, quarter, status, team or search for a specific person.

Live totals

Total pot, achieved-so-far and achievement rate calculated automatically.

The reporting hub with filters, live totals and a detailed table
Build the view, check the totals, then export

Exports

The formats leadership already uses

Branded Excel report

A full, formatted Softcat spreadsheet of every objective, measure, outcome and payout for the quarter — ready for payroll and finance, with no manual clean-up.

PowerPoint summary

A polished slide deck summarising the quarter for leadership and board reviews — generated from the same live data, so it always matches.

Confidence in the numbers

Accurate, consistent, and always current

One source of truth

Reports read directly from live objectives and approvals — what you see is what gets paid.

Retrospective view

Look back across previous quarters to compare performance and spot trends.

Payout ready

Only properly signed-off results count towards the bonus totals.

Hours of reconciliation, replaced by one click

Leadership gets accurate, board-ready reporting on demand — and payroll gets a clean, signed-off dataset without chasing managers or rebuilding spreadsheets.