Your dashboards and reports, in one place.
DVOPS runs the reporting we build for your business. Your team signs in through Nexus to check the numbers, review reports and look into changes.
Platform illustration · Sample data
The reporting tools your team uses
The features available in your workspace depend on your plan and the agreed project scope.
Dashboards
See the measures you use to run the business, organized into pages that make sense for your team.
Filters and detail
Change the date range, compare parts of the business and open supporting detail where it's included in your dashboard.
Reports and exports
Use the reporting options in your plan to share information with your team or work with it in Excel or PDF.
Data connections
We set up the agreed connections during the build. Where a system needs an exported file, we'll explain the upload process.
Ask Sage
When included in your scope, Sage lets your team ask questions about the reporting in plain language. The estimate shows the selected usage allowance and its cost.
Support
Use the portal to ask for help and follow the progress of your request.
How often does the data update?
The schedule depends on your plan and sources. Monthly, weekly and daily options are available. We'll confirm what applies to your project before setup.
A centralized, multi-tenant data hub
Every client gets their own isolated database, organized into clean layers so the dashboards stay fast and the data stays trustworthy.
- Per-client databases — your data is isolated from every other client.
- Layered schemas — raw → staging → analytics → reporting, with a dedicated AI context layer.
- Least-privilege roles — separate loader, dashboard, AI-reader, and guest access.
- Automatic updates — pulled from QuickBooks, POS, and operational sources.
The hard part, handled for you
Getting data flowing is usually where these projects die. It's the part we do for you during setup — and the part we keep watching afterwards. Here's what actually happens between your tools and your dashboard.
- We connect the source — one-click connections for QuickBooks, Square, Stripe, PayPal, Shopify, HubSpot and Mailchimp; anything else comes in over its API, a direct database connection, or a scheduled file drop.
- We map the fields — your "Job #", their
customer_ref. AI proposes the table structure from a sample of your file; a human checks it before anything is built. - It lands in your own database — raw first, then cleaned into a staging layer, then modelled. Yours alone, isolated from every other client.
- It refreshes on a schedule — monthly, weekly, or daily depending on your plan. The connection method is agreed for each source.
- We monitor scheduled refreshes — every refresh is logged, and a run that keeps failing raises an alert on our side, so we can investigate.
Built for whole teams, with the right access
Invite your people, control who sees what, and manage your plan — all from the portal.
- Team management — invite and manage users in your organization.
- Role-based access — permissions enforced on every screen and data endpoint.
- Approval workflow — new accounts go through a pending-approval gate.
- Billing & usage — see your plan and usage from the Billing page.
- Account controls — profile, secure sessions, and one-click sign-out.
Healthcare-grade by design
DVOPS was built revenue-cycle-first, so security and auditability aren't add-ons — they're the foundation.
HIPAA-ready
Architected against HIPAA readiness requirements, with tenant isolation and least-privilege access throughout.
Audit logging
A dedicated audit layer records access and changes, so there’s always a trail.
Secure auth
Hashed passwords, JWT + cookie sessions, rate limiting, optional two-factor, and role-based authorization enforced server-side.
See how DVOPS could fit your reporting.
Tell us what you use today and which reports you want to improve.