In the event you work in a finance crew inside a development enterprise, it’s doubtless your most important targets are to scale back threat, enhance profitability, and preserve distinctive ranges of compliance. To realize success, you want direct entry to correct information out of your ERP and the power to rapidly create drillable Excel experiences for GL and different finance necessities.

Many finance groups within the development business use Viewpoint as their ERP. Though it fits fundamental wants, Viewpoint’s native reporting is restricted in relation to the tailor-made reporting that your corporation must thrive. To customise an present report or to create a brand new one, you want technical experience. In the event you don’t have these expertise available in-house, this will turn into an costly and drawn-out course of.

That’s why many finance groups resort to dumping information into Excel to satisfy their reporting wants. However manually creating experiences on this method is time consuming and labor intensive. As a substitute, the proper instruments might help you ship the experiences your crew spends hours or days reporting in a matter of minutes.

Spreadsheets Taking Over?

Whereas working from Excel helps finance groups to realize some management over their reporting, this strategy will not be with out its downsides. For one, it’s time consuming to tug the information as you’ll doubtless need to reformat it for evaluation and cross test for errors. And by that point your static information is outdated and now not correct.

Though Crystal Reviews comes free with Viewpoint, it isn’t probably the most appropriate reporting platform for finance. Regardless of having over a thousand commonplace experiences, none of them are tailor-made to your group, so it’s virtually sure that you just’ll need to adapt the out there experiences in a roundabout way by involving IT or exterior consultants.

Of organizations surveyed in a latest research on Operational Reporting by insightsoftware and Hanover Analysis, 81% use native reporting instruments. Moreover, 62% have encountered challenges with native ERP reporting and 37% record the necessity for technical information to be a further problem.

You need a platform that mechanically refreshes your experiences with the newest Viewpoint information on the push of a button. This implies you at all times have entry to the newest data as quickly as you want it. Not solely can this assist with extra correct monitoring of historic job prices (subsequently aiding future estimations), but in addition helps your finance crew oversee monetary well being, profitability, and different operational bills extra effectively.

Learn: How Rendine saved time by automating Viewpoint reporting.

With higher entry to information and deeper insights, you set your self in a powerful place to supply data and suggestions to your executives, and to play a extra energetic position in your organization’s determination making.

Based on a latest Finance Groups Traits Report by insightsoftware and Hanover analysis, 80% of determination makers admit that their finance division is over-reliant on IT. In the event you depend on IT or exterior consultants to make customized reporting modifications – including columns, including information sources, and extra – this causes delays that eat into the time you might have out there for evaluation.

Let your Finance Workforce Take Management

In the event you really feel that your present Viewpoint reporting platform doesn’t match your corporation’ wants, there’s a easy repair. Spreadsheet Server permits you to create absolutely customizable experiences and analyze key particulars, whereas beginning and staying inside the acquainted Excel consumer expertise.

Spreadsheet Server supplies quick entry to the information you want in Viewpoint and considerably reduces the variety of clicks and the hassle you would want to undergo to do the identical factor in Crystal Reviews. With Spreadsheet Server, you may mix and retrieve information from any Viewpoint module into Excel. Upon getting created a report, you may refresh and replace it mechanically, so that you now not must recreate experiences from scratch each time. This retains the information you’re working with contemporary and removes the possibility for errors which might be so prevalent with guide processes.

With Spreadsheet Server, you may rapidly create money movement and profitability experiences. You’ll be able to evaluate payroll, enterprise bills, and materials prices towards earlier years to research modifications. Evaluate prices over durations of time to measure efficiency. You’ll be able to create advert hoc experiences on mission prices and earnings, and drill down on the knowledge that that you must make good enterprise choices. Spreadsheet Server is provided with built-in drill down capabilities to granular ERP information that velocity up variance evaluation and affords quick solutions to advert hoc questions. All Spreadsheet Server experiences are drillable, permitting you to rapidly navigate from abstract information into detailed transactions, to analyze variances or reply your follow-up questions.

Viewpoint beforehand used a reporting software known as Finance Supervisor, which they’ve since stopped supporting. We have now been working with Viewpoint to assist transfer its legacy Finance Supervisor prospects over to Spreadsheet Server. Following this, we now have an growing record of over 1,000 Viewpoint prospects who’ve moved over to Spreadsheet Server, both on upgraded or free silver licenses.

Analyzing your ERP information and producing experiences with correct information that everybody trusts ensures your organization executives have the knowledge they should maintain your initiatives and your organization’s efficiency on monitor. Releasing up your time so you may focus extra on value-added evaluation lets you have a voice in that course of, too.

Speedy Set up, Loaded with Pre-Constructed Content material

Not like prolonged BI software installs and upgrades, Spreadsheet Server installs in hours. Its intuitive consumer interface, straightforward information integration, and self-help techniques allow enterprise customers to rise up to hurry quick and reply their very own questions, with out ready on IT.

Spreadsheet Server additionally comes with a spread of pre-built experiences which might be higher suited to the wants of finance groups than the statement-like experiences out there in Crystal Reviews.

• The GL Report Workbook contains 12 Common Ledger experiences to cowl frequent monetary reporting wants. That is out there to all Viewpoint Vista customers who’ve Spreadsheet Server.
• Prebuilt Operational Reviews are an alternative choice. The software comes stocked with operational experiences to handle your wider reporting wants and to enrich the GL Report Workbook, all of which we make out there to you with Spreadsheet Server.  On high of that, there are a whole lot of queries out there out of the field.
• Question Trade is a library the place Viewpoint Vista customers’ queries are shared inside Spreadsheet Server. Inside this library, you may entry over 200 Vista queries constructed by friends in your business, so you may leverage these prebuilt queries and alter their parameters to fit your wants.
• Spreadsheet Server permits you to rapidly adapt your friends’ queries to suit your wants, enabling you to run experiences instantly that might beforehand have taken you hours to construct from scratch. This implies you might have extra time to research the information and generate insights, slightly than losing time on the creation of the report.

To see how Spreadsheet Server assist development companies save time and frustration once they create and analyze experiences, request a demo right this moment.