The Essentials

• Create real-time ad-hoc inquiries in seconds
• Design reports in minutes and run them immediately
• On-the-fly data aggregations for dynamic management summaries
• Drill-down from summary to detail instantly
• Configurable linking between reports
• Compatible with hundreds of Templates that accelerate the reporting process
• Quick, intuitive Microsoft Office 2007 style interface
• Integrated with ERP security to control information access

Report Management

• Report preview and sharing with other users
• Permissions control view, update and delete rights
• Favorite folders to organize frequently used reports
• Private and shared folders for easy report management

Hierarchical Structures

• Real-time hierarchy functionality for defining how information is grouped and displayed
• Import existing hierarchical structures from the ERP on-demand (e.g. the chart of accounts)
• Multi-dimensional hierarchy definition on-the-fly
• Expand and collapse functionality for quick viewing of summary and detail

Calculations

• Pre-built and customizable totals and sub totals
• A wide range of included mathematical functions and calculations (e.g. Variance %)
• Date-based formulas for effective date comparisons
• Support for custom KPI calculations
• Cross-dimensional calculations that are calculated on the fly
• Condition-based calculations for advanced requirements and support of “what if” scenarios

Report Formatting

• Extensive formatting features including alignment, color, white space, divisors, decimal shifting, etc.
• Format rows, columns or cells with prioritization
• Conditional formatting for stop lighting and exception flagging
• User-definable headings
• Reusable report formats for uniform results

Advanced Reporting

• Aging functionality based on any dates or amounts
• Time Series for rolling reports and trending
• Dynamic Selectors create “living” documents and reduce report maintenance
• Report elements that are reusable and universally updated for a “create once, use many” environment

Report Layout

• View report data, charts or both simultaneously
• Chart customization with an extensive library of types and options
• Sorting, ranking and grouping features to organize inquiry results
• Data descriptions, titles and sub-titles (static or dynamic)
• Pivoting capabilities for flexible analysis

Ad-Hoc Inquiry

• Sophisticated filtering allows for dynamic selection and presentation
• Robust query-by-example for additional selection and focus
• Visual Assists connect to ERP and identify valid options quickly

Customization

• Customize Templates with specific filters, default behaviors and more to align with business goals
• Activate and deactivate available fields on reports
• Alternative linking options for driving a variety of reporting behavior
• Create custom Templates using Insight Designer

Smart Content

• Sophisticated pre-built Templates transform complex business logic into easy-to-use business reports
• Plug-and-play Templates supports a wide range of business activity including finance, manufacturing and human resources
• Templates can be tailored and adjusted
• Intelligent linking connects reports and optimizes business processes
• Inherent links to related information like master data

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

Global Features

• Support for multiple ERP environments
• Numerous language deployments including English, French, Spanish, German and Italian
• Localized application settings
• Multi-currency support, including real-time financial restatements
• ERP language setting support by user

Report Distribution

• See Insight Console

System Management

• See Insight Administrator