Protheus Reports · TOTVS

Your Protheus reports, on the web — with executive AI reading.

SmartReport modernizes Protheus report generation and querying directly on the client server. More than 300 ready-to-use reports, professional export and automatic executive summaries — without leaving your infrastructure.

300+ ready-to-use reports
Finance · Materials · Inventory · Purchasing
Executive summary AI
FINR010
Nature List

SQL Server

Receitas operacionaisR$ 1.284.900
Administrative expensesR$ 412.350
Impostos a recolherR$ 198.740

Executive summary · AI

Concentration of expenses in administrative accounts above the period average; tax collection under control. Review the 3 natures with the largest variation.

RisksTrendsActions
Excel
PDF
E-mail
Schedule
306
ready-to-use reports delivered as patches
5DBMS
SQL Server, PostgreSQL, Oracle, MySQL and ODBC
4
modules: Finance, Materials, Inventory, Purchasing
100%
on the client server — data does not leave
.NET 8
lightweight Windows service, installed in minutes

Smart Report in use

Reports, filters, exports and executive reading in a web experience.

Real Smart Report screens with home dashboard, report execution, saved reports, AI summary and automated scheduling.

Painel inicial do Smart Report TOTVS Protheus
Smart Report screen with filters, pagination and export
List of saved reports in Smart Report
Resumo executivo com AI no Smart Report
Report scheduling in Smart Report

Why it exists

Protheus report generation, reimagined.

From legacy terminal to browser: the same information as always, now accessible, exportable and interpretable by any manager.

Traditional issuance

  • Depends on SmartClient access and knowledge of the Protheus menu.
  • Output to spool/printer, difficult to reuse in spreadsheets.
  • Each new report requires PRW source compilation.
  • Raw numbers — interpretation is left to the manager.

With SmartReport

  • Web portal with its own login, permissions and access by company.
  • Export to Excel, PDF and CSV, print and send by email.
  • New reports are added through files — without recompiling anything.
  • Executive AI summary: risks, trends and next actions.

Capabilities

Everything SmartReport delivers.

A complete operational reporting platform, from raw database data to decisions in the manager’s hands.

Catalog

Ready-to-use reports

300+ validated reports delivered as patches loaded at runtime. Adding a new one is as simple as copying a file.

  • Definition by JSON: SQL, columns, menu and permission
  • Parameters read from SX1 in Protheus
  • Value lookup by field
  • Multi-company and multi-branch
Connectivity

Multi-database

Connects SmartReport to the database already used by the company, without requiring infrastructure changes.

  • Compatible with SQL Server, PostgreSQL, Oracle, MySQL and ODBC
  • Separate environments by company, branch or operational base
  • Connection validation before report execution
Intelligence

Executive summary by AI

AI turns large tables into objective management reading, ready to support analysis and decision-making.

  • Summary with overview, relevant numbers and attention points
  • Indication of trends, risks and possible next actions
  • Summary history for review and follow-up
Output

Export and printing

Professional formats ready for meetings, audits or filing — with the customer logo.

  • Excel nativo, PDF e CSV
  • PDF with orientation, theme and logo
  • Direct printing on server printers
  • Parameters included in the header
Automation

Scheduling

Reports that generate automatically and arrive by email at the right time, without anyone opening the system.

  • Execution by background process
  • Automatic result delivery by email
  • Persistence in SMARTREPORT_SCHEDULE
  • Configurable scheduler interval
Distribution

Email delivery

Customer-owned SMTP, with resilient queue and built-in diagnostics so teams are never left in the dark.

  • Sending queue with retries
  • Attachment in Excel, PDF or CSV
  • SMTP test with guided diagnostics
  • Customizable subject and message
Traceability

Auditable snapshots

Each generated report keeps an execution record, making checking, auditing and information resending easier.

  • Identification of user, company, branch and filters used
  • Exports and deliveries linked to the same execution
Governance

Security and access

Fine-grained control over who sees and does what, integrated with Protheus users.

  • Permissions: export, email, schedule, AI
  • Access enabled by company and by report
  • Sessions with expiration and renewal
  • Secrets encrypted with DPAPI
Identity

Customer branding

The portal, PDFs and spreadsheets use the company visual identity.

  • Logo upload by the admin
  • Applied in the portal, PDF and Excel
  • No technical intervention
  • Diagnostics and support package in one click

Architecture

Browser

Web portal served by SmartReport itself, with no client-side installation.

SmartReport · Windows Service

.NET 8 running on the client server. Executes reports and orchestrates export, email and AI.

Protheus database

Direct query to the client DBMS. Data never leaves the company network.

On-premise by design

Installed on the client server. Operational and financial data remain entirely within the company infrastructure, with governance for queries, exports and AI usage.

Installation in minutes

Guided Windows installer: folder, port, CNPJ, database and service. It truly tests the connection before finishing and opens the browser ready for use.

Protected secrets

Connections, passwords and license are stored encrypted (DPAPI) — not even a text editor on the server can read or tamper with them.

Commercial model and compliance

Simple licensing, automated billing.

Frictionless trial period, recurring subscription and simple commercial management for SmartReport implementation and evolution.

Licensing and billing

From trial to subscription, with no spreadsheet and no manual key.

10-day trialEvaluation period by machine, automatically activated by the installer.

Recurring monthly subscriptionCheckout and renewal via Mercado Pago, with cycle history.

Privacy and LGPD

Designed to handle sensitive data with care.

Data on the customer serverThe query runs locally; the full result does not travel outside the company.

Sent volume under controlRows, columns and prompt size limited by the license — never editable by the customer.

Prepared support packageExportable diagnostics with all secrets automatically hidden.

Differentiators

Why SmartReport stands out.

01

Ready for Protheus

Speaks the ERP language: SX1, branches, SXn tables and the issuing logic the operation already knows.

02

Expandable by patch

A new report is a file. No recompiling, no stopping the service, no dependency on the ERP vendor.

03

AI that decides, not only summarizes

Turns tables into recommendations: risks, trends and next actions in management language.

04

Zero IT friction

Protheus reports that work for you.

Put SmartReport online in minutes and give your team the right information, in the right format, with executive reading included.

300+ reports
5 databases
AI in English and Portuguese
On-premise
10-day trial