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