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Qipert uses Zoho Reports

Diego Isla MontesQipert

With Zoho Reports, we can access our data from anywhere, and sharing of reports has become a lot easier.

Business

Qipert does mortgage services, for a large group of banks in Spain and Mexico.

Challenge

Like any other financial services company, Qipert had a lot of data to be stored and processed. Only the employees in the head office had easy access to this data. Sharing data specific reports to different departments and individuals was difficult. The IT department's challenge was to store all the data centrally, and make the reports accessible from anywhere by all Qipert employees.

Solution

With the help of Zoho Reports, Qipert employees now have access to all information and reports, on the go. Not having to create a VPN in each laptop every time to access information, has made their IT department's work much easier.

We have a new project where we create reports for our clients. It is a complex project that includes hundred of thousands of rows, and joins data from different data sources together. We are doing this project using Zoho Reports. Zoho Reports drastically reduces the time needed to create reports, and this frees up our time, which we now spend on more value-added tasks.

Benefits & Results

Zoho Reports solved the three primary problems of Qipert.

  • With Zoho Reports, Qipert's IT department now creates specific, user friendly reports for each of the departments. So, each department now accesses relevant data with ease, by clicking and seeing the underlying data in the reports.
  • Zoho Reports has helped Qipert's IT department in sharing the reports with individual users, without having the need to do any additional configuration.
  • The IT department now filters which categories of data need to be shared with each user (using the filter criteria option). Hence the need for creating different reports with different filters for each user, is avoided.

The implementation of Zoho Reports has saved our IT department a lot of time. And the overall efficiency of the organization has improved.

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