eBooks
Issue link: https://read.uberflip.com/i/909325
2 Reporting and Dashboards Key Features Flexible Reporting Guided user interface Quickly lay out sophisticated reports—from scratch, from templates, or from existing reports. Built-in financial and operational reports Gain greater insight into financial performance and make beer decisions, with 150 built-in reports. Dimension-driven reporting Create reports using a visual user interface that enables you to quickly filter, group, and summarize your data by business driver and quickly answer any business question. Ten standard dimensions Quickly slice, dice, and summarize your data by business drivers including project, customer, location, department, vendor, item, employee, warehouse, contract, and class. User-defined dimensions Add user-defined dimensions for greater reporting flexibility and granularity. Statistical accounts Use statistical accounts that store non-financial data and incorporate operational metrics and ratios in your financial reports. Budget vs. actual reporting Incorporate budgets into financial reports to track relative performance. Operational reporting Create new reports on dozens of types of records such as open invoices, missing time sheets, and customer aging. Flexible account groups Combine any accounts to build account groups and even create computational groups for advanced KPIs such as DSO and Inventory Days. Account groups in reports Drag and drop account groups to build virtually any reporting layout for various GAAP and industry requirements. Drill-down capabilities Drill from summary numbers to detailed figures, journal entries, and underlying transactions. Comprehensive Dashboards Tailored content Build dashboards that include reports, graphs, charts, visualizations, custom lists, calendars, links, and more. Drag and drop Lay out dashboard elements quickly using drag-and- drop capabilities. Dashboard filters Use dimension filters to instantly view the metrics on any given dashboard—while focusing on a specific product, location, project, or other business driver. Make It Easy for Stakeholders to Get the Insights They Need Display real-time reports, metrics, and insights tuned to the needs and perspectives of all stakeholders—in finance, sales, operations, and the boardroom—wherever and whenever they need them. Dashboards provide at-a-glance views of what maers most: cash balances, project profitability, deferred revenues, revenue per square foot—practically any ratio or metric you need. Data visualization features let you easily flag important trends, display critical comparisons, highlight missed or hit targets, and more. Skip the hassle of exporting data to a spreadsheet or presentation program and emailing it; instead, just build a dashboard once, then let Sage Intacct update it for you in real time.