Monthly accounts dashboard

Client reporting system

WHC needed a way to give their clients online access to their monthly accounts.

It needed to be easily updated from Excel reports by staff with no coding skills. Because their clients range from small organisations to international corporations, the reports had to be flexible enough to cater for a range of tables, charts and text.

It also involved providing an interface for partners and client services personnel to view and easily manage a suite of clients.

The final system is a fully responsive report with interactive charts, including line, bar and pie charts, that can be displayed in different formats and sorted. It also includes tables, summary ‘traffic light’ indicators and text.

For WHC, it is simply a matter of exporting their existing Excel files and copy-and-pasting text for each client through a customised installation of WordPress.

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