Power BI: interactive reports and data visualisation in the V-Desk
Power BI is the clear and transparent visualisation of data using a business intelligence tool directly on the V-Desk platform. Interactive reports are fed with data and transformed into analysis-friendly summaries and data models. Always up-to-date and cyclically refreshed reports can be made available according to the permissions granted. This tool is an analytical knowledge base, supporting strategic decision-making for both managers and every employee.
Benefit from attractively and accessibly presented data without purchasing a licence for an additional BI tool.
Do you know the pain points of data-driven decision-making?
Use of inefficient and costly analysis tools or lack thereof
The use of spreadsheets or other manually completed tools to compile and analyse data is a waste of time. Extracting and collecting relevant information takes time, consumes costs.
Power BI integrated with V-Desk automatically extracts interesting data and processes it into useful summaries
Barriers to sharing report data
The company uses analytics tools, but lacks a single convenient platform to share reports. This hinders communication and collaboration between company departments.
Power BI immersed in the V-Desk system not only retrieves and aggregates the indicated data, but also, by means of appropriately assigned permissions, allows access to shared reports to be managed. This provides valuable knowledge about the company almost at a glance.
Risk of decision-making delays
Decision-making must be based on up-to-date and consistent data. A lack of data analysis tools leads to delays in making good decisions.
Power BI provides the visualisation of data, bringing it together in interactive reports to support sound decision-making and allow you to react quickly to changing trends.
How does Power BI work in the V-Desk?
V-Desk feeds Power BI reports with data from various sources. Data may come from V-Desk, files (e.g., Excel/CSV/PDF), and websites. It is retrieved via integration (API) and transformed into an analysis-ready format. Based on this data, reports and dashboards are created and made available within V-Desk, enabling aggregation, filtering, and information processing. Reports can be securely shared and used collaboratively, supporting teamwork and business decision-making.
What will you improve by using Power BI on a V-Desk licence?
Transparent visualisation. You use a single platform that collects the data, processes it and shows you the finished statements in a form that is convenient for you, from traditional charts to graphical models.
Compilation and access to the most up-to-date data.
Access to a business intelligence tool without having to purchase a licence.
Remote access from anywhere. The application is available in a secure single tenant cloud solution.
Shortening the process of obtaining information, processing company data.
Insights into the organisation’s ecosystem in a single view.
Power BI embedded in V-Desk and V-Desk GA
The application can be used both off-the-shelf and in a dedicated model. The solution in V-Desk GA comes with ready-to-use predefined statements and functions, while individual customisation of tools is possible for specific needs.
Areas of analysis – what can be measured in the V-Desk system
Power BI in V-Desk works best where data is generated within processes and requires regular monitoring. Reports can support, among others: finance and accounting (approval timeliness, payment statuses, costs by unit), procurement (request fulfillment, time from request to order, budget compliance), contracts (review stages, negotiation time, expiration deadlines), HR (team workload, employee requests, absences).
In practice, a report combines both process and document perspectives: you see not only how much, but also why and where bottlenecks occur, and at which stage delays most frequently arise. Interactive filters allow quick comparison of periods, departments, locations, or contractors. Periodic data refresh ensures responsiveness to trends without waiting for manual reports.
Example views frequently implemented:
backlog of cases and documents by status
SLA and stage completion times (approval, posting, signature)
data quality (gaps, duplicates, inconsistencies)
KPIs for managers (priorities, risks, deviations from plan)
If you already have Power BI reports, we can embed them in V-Desk and organize access. If you are starting from scratch, we help define goals, KPIs, and data sources.
Reports available only to the right people
In many organizations, a report is valuable only if it can be securely shared. Power BI embedded in V-Desk allows reports to be published according to existing roles and permissions. Users see only the data they are authorized to access in processes and registers, without manually copying files or sending attachments.
This approach supports information governance. There is one controlled reporting space instead of multiple spreadsheet versions circulating via email and shared drives. You can also adjust the level of detail — from executive dashboards to specific documents, cases, or approval stages. An additional security layer is the cloud-based single-tenant environment, where the application runs in a dedicated, isolated instance for the organization. In practice, audits are also easier. It is clear who has access to reports, and sharing is rule-based rather than handled through manual exceptions.
Our customers are talking about V-Desk
Lhoist Bukowa
“The workflow system from Pimesoft is a simple way to collect quality information, analyse trends, identify problems, and take corrective action. This allows for continuous process improvement and higher quality standards.”
NUXE
“V-Desk GA introduced a systematic approach to processes at Nuxe, reducing the problems associated with manual document handling. From now on, we manage invoices electronically and handle HR processes such as vacation requests and approvals, as well as employee attendance records.”
Grupa Pracuj
“V-Desk is a modern and efficient solution, equipped with a range of tools that significantly improve the comfort of everyday work. We appreciate the flexibility and scalability of the system, which allows documents to be processed efficiently and in accordance with established procedures. By launching the V-Desk system, we have significantly reduced the use of paper documents, and the processing and management of invoices and correspondence in the company has been optimized.”
BMW Dynamic Motors
“Cooperation with Primesoft Polska began in 2021 and focused on the introduction of solutions aimed at the complex digitization of business processes management.”
Rotometal
“We chose the V-Desk solution because of its wide range of options for adapting the solution to our individual processes, as well as the flexibility it offers when integrating with the SAP system.”
EFL Leasing
“Given that we have been successfully cooperating with Primesoft Polska Sp. z o.o. for many years in the development of the V-Desk system, we are pleased to recommend it as a supplier of electronic document circulation systems.”
JMP Flowers
“We no longer waste time searching for invoices, and we have resolved situations where tasks were not monitored and responsibility was unclear. With the V-Desk System, we have achieved smooth document processing.”
Mitutoyo Polska
V-Desk allows us to focus on the tasks that are essential to our business, without wasting valuable time waiting for documents or registering them manually.
Autostrada Wielkopolska
“We implemented this system as an independent platform available to our subcontractors, self- employed engineers, and other external entities. We wanted to streamline document circulation in our company. We searched the market for programmes that would be easy to use, ergonomic, but also flexible in terms of future system development.”
Ariadna SA Fabryka Nici
“The transition to a digital document circulation system involved changes that had a positive impact on the functioning and flow of processes such as invoice circulation, requisitions, purchases and employee requests. The workflow system was launched to handle the circulation of cost invoices, of which approximately 500 are processed each month.
The positive cooperation with Primesoft, whose goal was to digitise Ariadna, allows us to plan the expansion of the V-Desk system with additional modules.”
Beata Karbowniczak, Chairman of the Board
Kia Polska
“With a professional approach and a deep understanding of our needs, the solution meets our expectations. V-Desk is easy to use and functional, but above all, it streamlines the work of many people and increases the efficiency of the company’s operations.”
Elplast +
The expectations we had for digitizing our company have been met. With the V-Desk system, we are no longer using paper documents, which has had a positive impact on the efficiency of our processes.
Renata Rosenbeiger, Chief Accountant at Elplast+ sp. z o.o.
Bostik
“We took advantage of the consulting and analytical support provided by Primesoft Polska, and as a result of our cooperation, the V-Desk electronic document circulation system was launched in our organization. We confirm the implementation of the solution in the areas of contracts, orders, and invoices, as well as its integration with the Exact financial system. In all areas, document approval and circulation processes have been streamlined, and control at every stage has been strengthened.”
Polipak
The flexibility of the implemented system means that its development possibilities, tailored to the company’s current needs, are an additional advantage that is highly valued by our company.
Securitas
“During 11 years of using V-Desk, we have become convinced of the flexibility of this solution, which is why we commissioned modifications allowing V-Desk to be integrated with another system in the company. We confirm that the work was carried out to the highest standard, maintaining high standards of business ethics and continuity of processes in the company.”
Domost
We value the potential of the V-Desktop platform, its stability and functionality, which allows us to save time and resources. Tasks including document registration and approval have been automated, and we now have effective control over the process.
Jass Board
“The switch to digital task and document workflows was our goal, which we were able to achieve with the professional support of Primesoft.”
Mariusz Lisiecki, Information Systems Manager
SMP Poland
The system allows us to easily track payment deadlines, verify incorrect entries and, above all, eliminate manual work at many stages of invoice processing.
