Comprehensive Excel-based Financial Reporting Solution
- Multi user system including access right management and Microsoft authentication
- Data saved in database located in Azure cloud
- Date can be loaded to solution directly from Accounting Systems or by entering using Excel form or table
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Defined dimensions enables different viewpoints, like
- Revenues, profits and profitability by Organization, Customer, Project, Product Group
- Drilling down to detailed Organization, Customer, Project, Product Group information
- Targeted email notifications enables management of reporting processes
- Reports and graphs can be generated with encompassing PivotTable, PowerPivot and/or Power BI tools
Reporting
Remote reporting using one or multiple Excel-forms
Reports
Reporting and DashBoards in Excel, PowerPivot, PowerGraph and/or Power BI.
Aggregates reported data
- Content of Report and Form entries are entered in Excel and saved in database, that ensures the consistency of entries
- Report configurations are also saved in database
- Access right control ensures that users can save only entries that they are entitled to
- Database also has "Audit trail" -log, where all modifications are registered (user, time and modifications made)
Reporting process
- Status-info of the entry is included when entry is saved
- Solution will send email-notification, when status of a entry has been changed
- Emails are directed only to the users that need to be informed. F ex. entry that has been changed to "Ready"-status will generate email-notice to approver
Filtering and drill-down
- You can include as many dimensions to the reports as needed like organizatio, project, customer, product group etc.
- You can drill-down and filter reports based on any dimension values down to the individual entries
- in addition to entry fields you can include calculation fields to reports and forms where Excel-forms and database data can be utilized
