Take the reliance off IT. Empower your financial team to access, create & share custom reports.
• Data from Multiple Tables in one list.
• Multiple Companies.
• Data from multiple environments.
• Data from multiple systems.
• Merge, join, compare, and summarize.
• Calculations & translations on column names.
• Drill Down
• Copy Values & Rows
• Run a process – a SmartConnect integration, Microsoft Power Automate, or call an API.
• Export to Microsoft Excel, PDF or TXT.
• Schedule reports to export.
• Enable a Popdock API endpoint for your Popdock list.
That’s a great question. Popdock is actually always pulling data real-time from the source, so there’s no timed integration. It’s your latest data at the time you’re accessing it. For most companies, that’s a win and allows them to make decisions on current data.
The key to Popdock is getting your “base” lists set up, meaning the core data that you want to provide users and teams access to. That data can be used via the Popdock web app or via Popdock widgets, which is the component you can embed in other apps.
Given the interface of Popdock provides a ton of power for end-users, we recommend accessing the Popdock self-paced training and checking out the knowledgebase. It’s pretty intuitive and covers an overview of the options to get to your details.
Excellent question. Popdock allows a new way for accounting teams to quickly and efficiently access data from anywhere (that IT gives them access to). Instead of needing to contact IT or requesting data from another department, sellers can easily access favorites, filter, group/subgroup, search and use a simple interface to get to details and take action.
Popdock widgets are like “embeddables” and allow you to present external data from anywhere in the app you work in. Options can be turned on, so you can further filter, view related details (like lines for a sales order or related shipping details for an order), search, add columns, and even take action (examples: open a record, run a process, or update information).
Essentially, they help you access related information really quickly without switching apps. Also, it’s worth a mention that IT teams like Popdock widgets because they’re fast to implement and provide the control needed.