Product Update: New Embedded Reporting

Business Reviews are most valuable when everyone can see the same picture and use it to decide what happens next. With our new Embedded Reporting feature, you can now bring live operational data directly into your Clientshare reviews.

Embedded Reporting allows you to connect your existing Power BI dashboards and display them alongside your review content. Your customers can explore current, trusted performance data without leaving the secure review environment.

This makes it easier to:

• Share live operational reporting directly with customers

• Reduce the time spent preparing each Business Review

• Support more meaningful, data-led conversations

• Keep sensitive information visible only to the right people

Bring your reporting into the review

Instead of switching between your Business Review and separate reporting tools, you can now bring everything together in one place.

Embedded Reporting allows customers to view your Power BI dashboards as part of the natural review flow, alongside your content, next steps, scores and comments. This gives performance data greater context and helps everyone work from the same information during the conversation.

Spend less time preparing each review

Once you’ve connected your Power BI report, it can be included in future reviews without needing to rebuild or manually transfer the data each time.

There are no additional tools or logins for your customers to manage. They can simply access the report within the review, making the experience more straightforward for everyone involved.

Protect sensitive customer data

Your reports remain within Clientshare’s secure review environment and are only available to the intended recipients.

This means you can give customers greater visibility of their performance while maintaining control over who can access the information.

Why have we introduced Embedded Reporting?

Business Reviews shouldn’t simply look backwards at a set of static results. They should help suppliers and customers understand current performance, discuss what the data means and agree on the right next steps.

By bringing live reporting into the review itself, Embedded Reporting helps turn operational data into a more useful customer conversation.

To learn more about Embedded Reporting contact your Clientshare representative or email support@myclientshare.com 

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