Retail and Wholesale

Automated Reporting for Retail & Wholesale

Track Your Sales in Real Time, Anticipate Needs, Optimize Margins

In a highly competitive environment shaped by digitalization, omnichannel retail, and pressure on margins, retail and wholesale organizations need to act fast on data — from sales and stock to network performance and customer behavior.

With ReportingSoft, retailers gain access to automated, consolidated, and customizable reporting that enhances decision-making at all levels: headquarters, regional managers, store managers, and department heads.

Modern Retail Challenges

• Multi-channel sales tracking (in-store, e-commerce, drive-through)
• Inventory and logistics control: avoiding stockouts and overstock
• Margin, basket size, and promotion analysis
• Multi-store, multi-region, and multi-format management
• Team performance and customer service monitoring

What ReportingSoft Brings to Retail & Wholesale

• Automated sales, inventory, promotion, campaign, and procurement reports
• Direct integration with your systems: POS, ERP, CRM, e-commerce platforms (e.g. SAP Retail, Dynamics, Lightspeed, Prestashop)
• Dynamic visual dashboards for each role: HQ, regional managers, store managers
• No-code report editor: marketing, sales, or logistics teams can build or adapt their own reports without coding
• Targeted report distribution: via email, PDF, collaboration portal, or API

Your Benefits at a Glance

• Report production time reduced by 80% for weekly/monthly reporting
• Fewer manual errors and Excel rework
• Greater responsiveness to performance drops or stock issues
• Customer data leveraged for CRM and personalization
• Unified visibility of network performance across the organization

Use Case: Multisite Food Retail Chain

Thanks to ReportingSoft, we’ve automated daily reporting across our 70 stores. Every morning, our store directors receive a clear report showing revenue, margins, top products, and critical stock — no manual work required.
— Commercial Director, Swiss retail group

Turn Your Data Into Profitability

Looking to modernize your performance tracking, improve store efficiency, and boost commercial results?

ReportingSoft offers a turnkey, modular solution tailored for the retail and wholesale sector.

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Health and social services

Automated Reporting for Healthcare and Social Services

Manage your operations, improve care quality, and save time for what matters

Hospitals, clinics, nursing homes, and social aid centers face growing management complexity, strict regulatory requirements, and constant pressure on human resources. In this context, the ability to produce reliable, regular, and tailored reports for each stakeholder is essential.

ReportingSoft helps healthcare and social service organizations structure their data, automate operational, budgetary, HR, and quality reporting — freeing up time for their teams.

Challenges in the healthcare and social services sector

• Regulatory compliance and care quality: OFSP, quality indicators, accreditations
• Operational and cost management: occupancy rates, cost per patient or beneficiary, services provided
• Human resource management: scheduling, replacement rates, absence tracking
• Multiple data sources: billing tools, HIS, specialized software, Excel
• Accountability: reports for management, supervisory authorities, public funders

What ReportingSoft offers healthcare and social institutions

• Automation of budgetary, quality, HR, care, and activity reports
• Connection to your existing tools: HIS, health ERP, social management software (BlueConnect, DOME, Logival, etc.)
• No-code report editor: departments can create and update reports without IT involvement
• Visual, shared dashboards: for management, department heads, or quality managers
• Secure and targeted distribution: PDF, web, portal, email, or API

Benefits for your teams and organization

• Reduced administrative burden and fewer manual errors
• Consolidated view of key indicators across sites or departments
• Better preparation for audits and inspections
• Enhanced recognition of the quality and social impact of your work
• Increased autonomy for departments in report production

Use case: Nursing homes & home care network

Before ReportingSoft, management spent days compiling data for the annual activity report. Today, everything is structured, automated, and updated in real-time. HR, care, and budget indicators are accessible anytime.

— Administrative Director, healthcare network in Romandy

Refocus your teams on care quality, not administration

Want to ensure reliable reporting, better manage your activities, and reduce your teams' administrative workload? ReportingSoft is a solution designed for on-the-ground realities, supporting healthcare and social service professions.

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MEM industry

Automated Reporting for the Machinery, Electrical Equipment & Metallurgy (MEM) Industry

Manage Your Workshops, Control Your Margins, Improve Your Competitiveness

The MEM industry is at the heart of Switzerland’s industrial fabric: innovative, export-driven, and facing strong competitive pressure. In this context, data from production, quality, purchasing, and finance must be exploited quickly and efficiently.

With ReportingSoft, transform your industrial data into automated, reliable reports that all your teams can use — without depending on IT.

Specific Challenges in the MEM Sector

• Real-time production monitoring: OEE, breakdowns, cycle times, non-conformities
• Cost and industrial margin management
• Quality compliance: ISO standards, client audits, technical documentation
• Multi-site or multi-workshop consolidation
• Data scattered across MES, ERP, Excel, and business tools

What ReportingSoft Brings to MEM Manufacturers

• Automation of production, quality, maintenance, performance, and financial reports
• Direct connection to your tools: ERP (SAP, ProConcept, abas…), MES, sensors, quality systems
• No-code editor for business teams: production, quality, or finance teams can create and modify reports autonomously
• Real-time visual dashboards accessible to management, workshop managers, or project leaders
• Custom client reporting: deliveries, logistics performance, compliance rates

Measurable Benefits on the Ground

• Time savings and faster reaction on all key indicators
• Consolidated visibility across multiple sites or production lines
• Facilitated continuous improvement: shared indicators and data-driven management
• Zero manual errors and guaranteed traceability
• Showcasing industrial expertise in internal and client reports

Customer Case: Electromechanical Components Manufacturer

Our team leaders now generate their own dashboards using ready-to-use templates. They can monitor productivity, scrap, and breakdowns in near real-time without involving the IT department.

— Operations Manager, MEM company, Canton of Vaud

Make Reporting a Driver of Industrial Efficiency

ReportingSoft supports you in automating your industrial, financial, and quality KPIs. Gain efficiency, professionalize your deliverables, and equip your teams with tools to better manage their performance.

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Pharmaceutcal and chemical industry

Automated Reporting for the Pharmaceutical and Chemical Industry

Rigor, Traceability, Compliance: Unlock the Value of Your Industrial Data

In an industry where quality, regulatory compliance, and operational performance are critical, reporting can no longer rely on manual or siloed processes. Pharmaceutical and chemical manufacturers must produce accurate, frequent, and traceable reports—for authorities, partners, audits, or internal management.

ReportingSoft enables you to automate the production of your quality, regulatory, financial, and operational reports securely.

Specific Challenges in the Sector

• Strict regulatory requirements: GxP, EMA, FDA, ISO, REACH, ESG
• Production and quality monitoring: batches, non-conformities, CAPA, maintenance
• Multi-site and multi-source consolidation: plants, laboratories, subsidiaries
• Need for agility: quickly adapt reports for audits or evolving processes
• Confidentiality and traceability of sensitive data

What ReportingSoft Brings to Pharma and Chemical Industries

• Automation of regulatory, quality, industrial KPI, and financial dashboard reports
• Connection to your data sources: MES, LIMS, ERP (SAP, Oracle), quality databases, or Excel
• No-code editor for business teams: quality, R&D, finance teams can adapt reports without IT involvement
• Version management and built-in audit trail: every report is tracked, compliant, and archivable
• Multi-format deliverables: secure PDF, Excel, internal web portal, API

Benefits for Your Organization

• Reduced report production times (weekly, monthly, audits)
• Zero manual errors, always compliant and up-to-date documents
• Improved collaboration across sites and departments (quality, production, finance)
• Increased responsiveness to audits and inspections
• Strengthened document governance and validation processes

Client Case: FDA-Certified Pharma Company

Thanks to ReportingSoft, our quality department can independently produce all periodic and audit reports. Integration with our SAP ERP and LIMS enables automatic compilation of batch data, CAPA, and laboratory results.

— Group Quality Manager, Multinational Pharmaceutical Company

Turn Your Reporting into a Strategic Compliance and Performance Tool

Looking to structure your data, ensure report reliability, reduce IT dependency, and better manage critical KPIs? ReportingSoft is designed to meet the demanding requirements of the pharmaceutical and chemical sectors.

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