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Automation

Supercharge your reports with automation

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Automate repetitive tasks

Save time by setting all your regular manual reporting tasks to cruise control. Never do these tasks manually again

Advanced Reporting & Analysis

Stay notified of changes

Receive snapshots and notifications of important events that happen inside your business, so that you can act on them right away. You and your team can receive notification by email, Slack or SMS.

Productivity Tracking & Revenue Analysis

Advanced business rules

Set up your own Excel-like IF statement rules to control and label your data how you like it. No clumsy flowcharts - just standard formulas on a spreadsheet report.

Automated Report Scheduling

Create multi-step actions

When an important event happens in your business, you can trigger a series of follow-up actions. Our simple rule builder helps you to visualize and customize workflows to suit your processes.

Advanced Report Tools

The flexibility of Excel, but with live data

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Formulas

All the powerful formulas that you want from Excel or Google Sheets, but without the headache of multiple files, out-of-date data, or human error. 

Advanced Reporting & Analysis

Data grouping

Easily organize your data into groups and view SUMS, AVERAGES and other calculations for each line item, group and for your whole business. Easy.

Productivity Tracking & Revenue Analysis

Pivot tables

Build pivot tables for the groups that you care about to get insights into the performance of different segments of your business by product, service, category and more.

Automated Report Scheduling

Conditional formatting

Highlight and spot trends and outliers in your data at a glance, based on specific conditions that you can set.

How you can use your data in Wink

Use Wink to get the reports you really need and want.

Unleash the Superpower of Your Business Data

Unleash the Superpower of Your Business Data
Profitability: How to Track and Improve Your Bottom Line

Profitability: How to Track and Improve Your Bottom Line
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Explore our blog

Frequently asked questions

Can I connect to our custom CRM/data source?

For custom data sources, you can import data via Excel or use integrations like File Import, Google Sheets, Dropbox, and SharePoint.

Can I customize a dashboard?

You can! Here's a quick intro to dashboard basics to watch.

Does Wink offer tutorials on how to use features?

Yes, we do! We offer one-on-one training during your onboarding, a library of tutorial videos, a knowledge hub, and quick access to fast, friendly support. Take a look at our tutorial videos on YouTube or browse our knowledge hub articles. 

What software works with Wink Toolbox?

We specialize in delivering business intelligence for businesses operating in two main categories:

  1. Trade and field services
  2. Inventory management
You’ll find a range of over 25 software platforms that are already integrated and ready to use with Wink Reports, covering operations, finance, marketing and more. Browse the full list on our integrations page.

Can I automatically schedule reports for my team?

Yes, you can! You can schedule reports to your team quickly and easily in Wink Reports - send reports by email, SMS or via a shared URL. You can also send a snippet of data to track trends or review key metrics. 

Does Wink store my data on its servers?

You may have seen reference to the responsibilities of “data processors” and “data controllers” under the General Data Protection Regulation (GDPR). Here is more information on the GDPR.

A data controller is an entity responsible for the means, purposes, collection, entry, use and retention of personal data.

A data processor is an entity that processes personal data on behalf of a controller, in accordance with their instructions.

In your business relationship with Wink Reports, you are the data controller of your own personal information and that of your customers and others that you enter or import into your account; Wink Reports is the data processor.

You determine and control the entry, use and retention of any personal information within your account, and under the GDPR you have direct responsibility for how you use your customers’ personal data with Wink Reports.

Wink Reports processes this information as part of the service we provide, in accordance with your instructions and Wink Reports’ Privacy Policy and Terms of Service.

Is my data secure?

The General Data Protection Regulation (GDPR) is the most significant change to data privacy regulation in recent history, and introduced regulatory responsibilities to both Wink Reports and its users around the handling of personal information.

Wink Reports is committed to the security and privacy of your personal information and account data, and enables you to meet your own GDPR obligations in respect to handling the personal information of your own clients.

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