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features
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Description

You can either capitalize on your current investments in Power BI or utilize it as an independent application to its fullest potential. Create visually appealing dashboards for your SharePoint users by integrating the report viewer web part into your pages, enabling them to collaborate with precise data. Additionally, these SharePoint dashboards are accessible through mobile browsers, allowing for on-the-go querying. You have the flexibility to save your reports in multiple formats such as Word, Excel, PDF, and PowerPoint. With the feature of scheduled delivery, you can receive vital reports directly in your email or have them published to a document library for easy redistribution. The system is compatible with Microsoft SSRS 2008R2 and later, facilitating a seamless migration of your existing reports. Furthermore, if you ever decide to transition from the BI Service, it ensures full compatibility with Microsoft's Power BI Report Server. Reports and dashboards can also dynamically filter content based on the identity of the current user or their location within SharePoint, enhancing the user experience. This adaptability makes Power BI an excellent tool for organizations looking to optimize their data reporting and visualization capabilities.

Description

Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft SharePoint
GEN-OPS1
Inhubber
Kontainer
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Power BI
Microsoft PowerPoint
Microsoft Word
Oracle Cloud Infrastructure
ProjectSync
Quickwork
SAP Cloud Platform

Integrations

Microsoft 365
Microsoft SharePoint
GEN-OPS1
Inhubber
Kontainer
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Power BI
Microsoft PowerPoint
Microsoft Word
Oracle Cloud Infrastructure
ProjectSync
Quickwork
SAP Cloud Platform

Pricing Details

$100 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ThorApps

Founded

2012

Country

Australia

Website

www.thorapps.com/bi-service-ssrs-reports-sharepoint

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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