The Essentials

• Consume content from Insight Reporting™, Insight Budgeting™ and Insight Designer™
• View real-time management and operational reports in seconds
• Dynamic interaction with live reports rather than dead data
• Navigate reports using drill-down and linking
• Collaborate with other users using a single source of truth
• Quick, intuitive Microsoft Office 2007 style interface
• Personalized, but controlled reporting experience for each user
• Integrated with ERP security to restrict information access
  • More than just a report viewer - manage entire business processes in real-time

Report Content

• View elegant reports based on hundreds of pre-built Templates
• View rolling and trend reports based on time series
• View real-time data aggregations or detail
• View aging reports based on aging functionality
• View exception reports based on conditional logic and formatting
• View grouped reports based hierarchies
• View reports containing real-time calculations and business logic
• View restatement reports based on multi-currency support
• View integrity reports based on ERP master data
• View custom reports from Insight Designer™

Report Interaction

• Drill-down from report summary to detail
• Link seamlessly from one report to another
• Expand and collapse functionality for quick viewing of summary and detail
• Change filter selections to answer different questions from the same report
• Robust query-by-example for additional selection and focus
• Visual Assists connect to the ERP and identify valid options quickly
• Change the report view from data representation to a chart view or both simultaneously
  • Chart customization with an extensive library of types and options

Report Management

• Instantly view of newly published reports
• Old/irrelevant reports instantly revoked
• Changes to existing reports immediate made available
• Favorite folders to organize frequently used reports
• Private and shared folders for easy report management

Output

• Print single reports or multiple report packs to PDF
• Cover pages document report design and selections for auditing compliance
• Logos, headers and footers augment printed output
• Export one or more reports simultaneously, including formatting to Microsoft Excel®
• Extensive exporting options including password protection

Budgeting (Optional)

• View live actual versus budget reports during the budget cycle
• Input budget data and see the effects in real-time
• Calculate budget totals and KPIs on the fly
• Budget scoping and security controls input access at a report, row, column or cell level
• Live budget submission and approval process
• Immediate notification of the budget status and progress for the budget holder

Global Features

• Reports seamlessly sourced from multiple ERP environments
• Numerous language deployments including English, French, Spanish, German and Italian
• Localized application settings
• ERP language setting support by user

System Management

• See Insight Administrator