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Home ›Videos ›Finance ›Report Builder and Viewer

Finance

Report Builder and Viewer

Any report. Built by the people who read it. Reports designed by the people who read them, shared and exported.

7 chapters ·
Read the transcript48 words

Introduction

Your own reports, on the ERP's own data, without asking IT.

Report Builder: Only endpoints that read

Built on endpoints that only read.

Formula: A calculated column, checked as it is typed

Formula columns, checked as they are typed.

Grouping: By category, with totals

Grouped, with totals.

Sharing: To the people who read it

Shared with exactly the people who read it.

Spreadsheet: The rows, ready to explore

And handed to the spreadsheet in one click.

Wrap-up

I.S ERP Report Builder.

All Finance films
Preview,

Finance

Accounting

Books that balance, from the site to the statements.

Preview,

Finance

Workflow

Everything the books are waiting on.

See Report Builder and Viewer on your own data.

Book a 30-minute demo and we walk through the modules you need, on data shaped like yours.