El Siete Formación
Product: CSG-360
Sector: Training
The figures that matter, without asking anyone for them
Reports you build yourself without writing SQL, dashboards per user and an API so your systems talk to each other.
What it includes
- BI · Custom Reports
- Custom Dashboard
- Centre Reports
- API and Integrations
Your business's key figures, always up to date and without having to ask anyone for them. With the visual report builder you pick the table, drag in the columns, apply filters and get indicators, pivot tables and charts, without writing a single line of SQL: whoever knows the business can build their own report without going through IT.
You can combine system data with spreadsheets you upload yourself (targets, budgets, third-party figures) and publish each report as read-only for the profiles you choose, so every area sees its own data and nothing more. From there, each user or department builds their own dashboard with a widget wizard: sales, cash flow, service, HR.
And what you consult can also come to you: scheduled reports are generated and emailed at whatever frequency you define, so the Monday summary or the month-end close lands in the right inbox without anyone remembering to prepare it. Outwards, a REST API with tokens and granular permissions connects the platform to your website, your online shop or any other application, with developer documentation and a log of what each integration does.
Custom reports
Whoever knows the business builds the report, without going through IT
The report builder works through a visual editor: pick the dataset, drag in the columns you care about, apply filters and groupings, and get tables, indicators and charts. Without writing a line of SQL and without exporting anything to a spreadsheet.
That changes who can produce a report. It stops being a request that joins a queue and becomes something the person with the question solves in twenty minutes, and they are the only one who can tell whether the result makes sense.
How far it goes
- Any data in the system: sales, purchases, stock, work orders, clock-ins, projects, treasury.
- Relationships between data that are not predefined, to cross information from different areas.
- Multi-page reports with their widgets, organised into categories.
- External data brought in as one more dataset, to combine with your own.
Dashboards
Everyone opens the software and sees their own view
A single company-wide dashboard serves nobody: half of it is noise to the finance director and all of it is missing for the warehouse supervisor. Here each user or department builds their own with a widget assistant (sales, treasury, services, HR, stock) and finds it waiting when they log in.
The data refreshes with day-to-day operations, so the panel is not a snapshot of yesterday. And if an indicator drifts, you see it on the first of the month rather than at the meeting on the twentieth.
Reports that arrive without being asked for
Scheduled reports are generated and emailed at whatever frequency you set: Monday's sales report, the monthly close, the summary for management. Always on time and always current, with nobody having to remember to prepare them.
API and integrations
For everything that still lives outside
No company has everything in one place, and it does not need to. The REST API lets your website, your online shop, your production system or a third-party application talk to CSG-360 so data flows without anyone copying it from one screen to another.
- Tokens with granular permissions: each integration can do exactly what it is authorised to do and nothing else.
- Developer documentation, so whoever connects it does not depend on anyone.
- Usage logging, to know which integration is calling, how often and with what result.
The usual cases are concrete: the website form creating a lead in the CRM, the online shop syncing orders and stock, the plant machine reporting output, or head office tooling that needs to read each branch's sales.
What it includes
Reporting, dashboards and integrations
4 modules
BI · Custom Reports
Build your own reports over the system's real data with a visual editor: pick the dataset, drag in the columns, apply filters and get tables, indicators and charts, without writing a line of SQL.
Custom Dashboard
Each user or department builds their own dashboard with a widget assistant (sales, treasury, services, HR, stock) and finds it waiting when they log in.
Centre Reports
Scheduled reports generated and emailed at whatever frequency you set.
API and Integrations
A public REST API with tokens and granular permissions so your website, your online shop or any other application can talk to the system.
Success stories
Companies already using it
Grupo Inverdama
Product: CSG-360
Sector: Services and maintenance
M&G
Product: CSG-360
Sector: Cleaning and facility services
Edificam
Product: CSG-360
Clearing things up
Frequently asked questions
Answers to what we get asked most.
Do I need to know SQL to build a report?
No. Reports are built with a visual editor: pick the table, drag in the columns, apply filters and choose whether you want a table, a KPI or a chart. They are then shared read-only with the profiles you choose.
Can I connect the platform to other software?
Yes. There is a public REST API with tokens and granular permissions, documented for developers, with usage logging and control over what each integration can do.
Can each user have their own dashboard?
Yes. Each user or department builds their own with a widget assistant (sales, treasury, services, HR, stock) and finds it waiting when they log in. A single company-wide panel serves nobody: half of it is noise to the finance director and all of it is missing for the warehouse supervisor.
Can reports be emailed automatically?
Yes, at whatever frequency you set: Monday's sales report, the monthly close or the summary for management are generated and sent on their own, always on time and always current.
Can I combine data from different areas in one report?
Yes. You can define relationships between data that are not predefined, and bring in external data as one more dataset to combine with your own. Because everything comes from the same system (sales, purchases, stock, work orders, clock-ins, projects and treasury) the figures agree with each other.
What if I would rather ask than build the report?
For questions asked once and never again there is AI over your own data: type the question in plain language and the answer comes back with its table and chart, respecting the permissions of whoever asked. What gets checked every week deserves a saved report; what comes up in a meeting just gets asked.