Databox Features
Reports (17)
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Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
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Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
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Graphs and Charts
Offers a variety of attractive graph and chart formats.
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Score Cards
Score cards visually track KPI's.
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Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Customizable Reports
Alter the layout and content of reports
Marketing Reports
Reports specific to marketing and associated campaigns
Sales Reports
Reports specific to sales analysis for trends and strategies
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Interactive Reports
Edit and personalize data view as needed
Customizable Reports
Alter the layout and content of reports
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Dashboard
Alter the layout and content of dashboards
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Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
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Share Reports
Receive email reports and notifications regarding metrics.
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Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Self Service (10)
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Calculated Fields
Using formulas based on existing data elements, users can create and calculate new field values.
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Data Column Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
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Data Discovery
Users can drill down and explore data to discover new insights.
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Search
Ability to search global data set to find and discover data.
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Collaboration / Workflow
Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.
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Automodeling
Tool automatically suggests data types, schemas and hierarchies.
Natural Language Search
Ability to interact with the application using human languages such as English
Visual Discovery
Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.
Data Blending
Merge data from multiple sources to a single data set
Data Blending
Merge data from multiple sources to a single data set
Advanced Analytics (8)
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Predictive Analytics
Analyze current and historical trends to make predictions about future events.
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Data Visualization
Communicate complex information clearly and effectively through advanced graphical techniques.
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Big Data Services
Ability to handle large, complex, and/or siloed data sets.
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Building Reports (8)
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Data Transformation
Converts data formats of source data into the format required for the reporting system without mistakes.
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Data Modeling
Ability to (re)structure data in a manner that allows extracting insights fast and accurate.
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WYSIWYG Report Design
Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Real-Time Data
Receive data and information in real time
Real-Time Data
Receive data and information in real time
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Updates (9)
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Historical Snapshots
Ability to track historical data.
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Real-Time Updating
Track metrics in real time with consistent and frequent updates.
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Scheduled/Automated Reports
Set a time to generate routine reports automatically
Customizable Reports
Alter the layout and content of reports
Predictive Analytics
Predict future data based on historical data sets
Data Management
Ability to handle large datasets
Real-Time Data
Receive data and information in real time
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Historical Snapshots
Ability to track historical data.
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Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Marketing Operations (25)
ROI Tracking
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Spend Management
Includes features for budgeting, forecasting, and managing marketing investments
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Multi-Channel Data Collection
Collect information from multiple sources
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Keyword Tracking
Track and monitor a specific set of keywords
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Campaign Tracking
Track the performance of marketing campaigns across multiple channels.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Tag Management
Generate or append custom campaign parameters to URLs
Real-Time Data
Receive data and information in real time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Click Tracking
Track the amount of clicks on individual products to measure campaign results
Contact Management
Manage, organize, and store contact information
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Email Management
Manage, store and organize emails within the system or via third-party apps
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Campaign Activity (14)
Campaign Insights
Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Collects marketing campaign performance data across multiple channels
Brand Optimization
Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization
Multi-Campaign
Manage multiple campaigns in one system
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Customizable Reports
Alter the layout and content of reports
Data Sources (3)
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Internal
Import data from internal software or databases
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External
Import data from external systems such as PayPal or Stripe
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Consolidation
Consolidate data from multiple sources, internal and external
Analysis (3)
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KPIs
Include KPIs for various types of payments
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Compliance
Provide compliance analytics for fraud prevention
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Dashboards
Deliver dashboards to display and compare KPIs
Data Preparation (1)
Connectors
Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications.
Data Modeling and Blending (4)
Data Querying
Using formulas based on existing data elements, users can create and calculate new field values
Data Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Blending
Allows the user to combine data from multiple sources into a functioning dataset.
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Visualization (7)
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Graphs and Charts
Offers a variety of attractive graph and chart formats.
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Score Cards
Score cards visually track KPI's.
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Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
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Formats
Allows one to create and export visualization into various formats (PNG, JPEG, etc.)
Mobile Dashboards
View and present dashboard on mobile devices
Public Dashboards
Publish dashboard publicly on various platforms
Private Dashboards
Share dashboard screen within private user groups
Collaboration (3)
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Sharing
Provides the ability to easily share visualizations.
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Co-Editing
Allows multiple users to edit and create visualizations together.
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Devices
Has the ability to edit visualization across devices and device types (e.g. computer and phone).
Generative AI (5)
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Marketing Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Analytics Platforms (3)
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Deployment & Integration - Analytics Platforms (6)
No-code Dashboard Builder
Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces
Report Scheduling and Automation
Enables automated report generation and scheduled delivery to stakeholders
Embedded Analytics and White-labeling
Allows dashboards and analytics to be embedded into external apps with branding flexibility
Data Source Connectivity
Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications
Multiple Data Sources
Allows users to manage data from a number of sources
Query Builder
Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database
Performance & Scalability - Analytics Platforms (3)
Large data handling and Query Speed
Efficiently processes large datasets with minimal lag and ensures high performance under load
Concurrent User Support
Maintains performance and uptime during high traffic from multiple users or teams
Database Support
Supports common databases such as MySQL and Oracle
Advanced Analytics & Modeling - Analytics Platforms (3)
Data Modeling and Governance
Supports semantic data layers, role-based access controls, and metadata governance
Notebook and Script Integration
Integrates with Jupyter, Python, or R for custom analytics and modeling
Built-in Predictive and Statistical Models
Provides native tools for statistical analysis, forecasting, and trend prediction
Agentic AI Capabilities - Analytics Platforms (4)
Auto-generated Insights and Narratives
Uses AI to generate textual summaries, key takeaways, and data stories from dashboards
Natural Language Queries
Allows users to query data and build reports using conversational or plain language
Proactive KPI Monitoring and Alerts
Detects and notifies users about KPI anomalies or significant metric changes in real time
AI Agents for Analytical Follow-ups
Recommends next questions, analyses, or exploration paths using autonomous AI agents
Personalized Intelligence - Analytics Platforms (5)
Behavioral Learning for Contextual Query Refinement
Learns from historical user interactions to improve and personalize query results over time
Role-based Insight Personalization
Tailors dashboard views and suggestions based on user roles, access levels, and past behavior
Conversational and Prompt-based Analytics
Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying
Ad hoc Query
One-off queries made on an as-needed basis
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Additional Functionality (141)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Secure Data Storage
Securely stores data to prevent data loss or breaches
Data Import/Export
Import and export data to and from software applications
Customizable Branding
Add customized logos and colors to align with company branding
Dashboard Creation
Creation and customization of dashboards
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Reporting
Active reporting of data and metrics
Metadata Management
Collect and maintain structured information that describes data or content
Forecasting
Form predictions based on past and present data/trends
Data Storage Management
Manage and store data in a database
Ad hoc Analysis
Ad hoc Reporting
Generate one-off reports that meet information requirements
Data Migration
Move from one database to another, or upgrade the version of database software being used
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Data Preparation
Access, combine, transform, and store data without the help of an IT department
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Mapping
Track the management and flow of data throughout the organization
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Storytelling
Ability to present data insights in the form of a story to the audience
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Financing Management
Financing arranged by the dealership
Self-service Analytics
Generate reports on your own without IT involvement
KPI Monitoring
Tracking the status of previously identified performance measurements
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
API
Application programming interface that allows for integration with other systems/databases
Data Integration
Combining data from different sources and providing a unified view
Scorecards
Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions
Data Management
Ability to handle large datasets
Task Management
Create, manage and track all task activities and progression
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Data Connectors
Connect to big data sources
Data Visualization
Graphical representation of data
Profitability Analysis
Evaluate the degree to which business operations bring monetary gains
Project Tracking
Monitor the progress of projects from start to finish
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Predictive Analytics
Predict future data based on historical data sets
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Templates
Sample files or documents that could be customized as needed or used as is
Mobile Access
Access software remotely via mobile devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Workflow Management
Create, design and manage workflows for repetitive tasks
Financial Reporting
Generate reports to assess the financial performance of an organization
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
OLAP
Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
Single Sign On
Allow users to access multiple services after entering their login credentials once
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Event Marketing
Plan marketing campaigns for events
Social Promotion
Market event via social media tools
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Lead Generation
Manage the process of attracting and converting business prospects into leads
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Customizable Forms
Customize contracts and forms to collect specific information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Email Templates
Pre-made examples and templates for emails
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Lead Capture
Automatically identify and save contact information of potential customers
Customizable Branding
Add customized logos and colors to align with company branding
Real-Time Reporting
Active reporting of data and metrics
Campaign Planning
Plan and strategize marketing campaigns
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Autoresponders
Create and automatically send premade copy in response to customer messages
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Email Marketing
Create and send email blasts/campaigns
API
Application programming interface that allows for integration with other systems/databases
Customizable Fields
Customize data fields to support various needs and use cases
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Data Visualization
Graphical representation of data
Ad hoc Reporting
Generate one-off reports that meet information requirements
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Data Source Connectors
Connect to big data sources
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Channel Attribution
A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
KPI Monitoring
Tracking the status of previously identified performance measurements
Cohort Analysis
Analytics that breaks the data in a data set into related groups/categories.
KPI Monitoring
Tracking the status of previously identified performance measurements
Secure Data Storage
Securely stores data to prevent data loss or breaches
Multiple Data Sources
Allows users to manage data from a number of sources
Data Visualization
Graphical representation of data
Single Sign On
Allow users to access multiple services after entering their login credentials once
Natural Language Search
Ability to interact with the application using human languages such as English
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Branding
Add customized logos and colors to align with company branding
Data Aggregation
Collect, process and structure data from multiple sources for further analysis
Dashboard Creation
Creation and customization of dashboards
Data Connectors
Connect to big data sources
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
API
Application programming interface that allows for integration with other systems/databases
Forecasting
Form predictions based on past and present data/trends
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Single Page View
Display aggregated data points on one page for a bird's eye view assessment
Data Import/Export
Import and export data to and from software applications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Functions/Calculations
Perform various mathematical calculations using the data
Historical Reporting
Information, data and reports that are being tracked over time
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Visual Discovery
Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Reporting
Active reporting of data and metrics
Data Mapping
Track the management and flow of data throughout the organization
Relational Display
Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
OLAP
Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
Ad hoc Query
One-off queries made on an as-needed basis
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns



