How to build approval reports for the board with real-time data

Board-level approval reports are built in Jestor from data automatically generated in each workflow: approved requests, amounts by cost center, average approval time, and open pending items. This data is accessible in real time in the dashboard, without needing to export to a spreadsheet or wait for month-end close.

Why the board needs visibility into approvals

Investment decisions, budget adjustments, and identification of operational bottlenecks depend on reliable data about what was approved, by whom, and when.

When this data only exists in finance spreadsheets, the board always receives outdated information — and makes decisions based on the past, not the present.

What's missing in current financial reports

Consolidated approval data only available at month-end close
No visibility into pending approvals that will still impact cash flow
Average approval time unknown — no metric to improve the process
Reports manually assembled by someone in finance
Difficulty crossing approval data with budget by area

How to build reports in Jestor

Configure a dashboard with the approval indicators relevant to the board
Available metrics: total approved by period, by area, by approver
Average time spent at each workflow stage to identify bottlenecks
Open pending items with responsible party and SLA deadline
Data exportable for presentations or supplementary analysis

Why Jestor solves this

Customizable dashboard by profile — the board sees what it needs, without excess
Data generated automatically with each workflow movement
Chat with Data: ability to query operations in natural language
Real-time information without depending on the accounting close

FAQ

Does Jestor have ready-made dashboards for financial reports? Yes. Dashboards are customizable and configured according to each company's metrics.

Can the board access data without going through finance? Yes. Role-based permissions ensure each level sees what is relevant to them. Learn more at jestor.com.

Is it possible to query approval data in natural language? Yes. The Chat with Data feature allows asking questions about operations directly on the platform.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and find out how to take your company's management to a new level of efficiency and integration.

How to modernize financial processes without replacing your current ERP

Modernizing financial processes without replacing the ERP is possible when you add an automation and process layer on top of the existing system. Jestor integrates with the current ERP — whether Omie, Conta Azul, TOTVS, SAP, or Sankhya — and automates what happens before the posting: approvals, requests, notifications, and threshold controls.

How to control spending limits by department with thresholds

Controlling spending limits by department means configuring automatic rules that prevent approvals above each area's budget — or that escalate the approval to a higher level when the limit is close. In Jestor, this is done through thresholds linked to cost centers, with real-time visibility into what has been

How to support finance in multi-branch companies

In multi-branch companies, the finance challenge is consolidating requests from multiple units, applying the correct thresholds for each branch, and ensuring that all entries reach the ERP in an organized manner. Jestor allows you to create a single approval workflow that works for all branches, with different rules per unit

Tutorial: how to configure delayed approval alerts

To configure delayed approval alerts in Jestor, use the SLA feature combined with time-based trigger automations. When a request stays in a stage longer than the defined period, Jestor automatically fires a notification to the approver, the manager, or finance — via WhatsApp, email, or both. Why delayed approvals are a