Maximizing Financial Insights: ERP Data to Reports

Pragmatism and realism dominate the 2023 landscape, with fractured IT relationships and manual processes piling on the pressure. External market challenges including economic disruption, skills shortages, and rising interest rates are squeezing efficiency from one side. And on the other, internal pressures like the need for more frequent, accurate forecasting is forcing CFOs to re-evaluate their existing tools and processes. We can help. Spreadsheet Server has all sorts of nifty tricks and hidden modules that will alleviate some of that pressure. Join us as we walk through how you can empower your team to combine data from any module in your ERP and use that data set to create operational reports, without IT assistance. Whether you use Query Designer today and would like to brush up on some tips and tricks, or whether you’re ready to take the leap and experience the joy of freedom from IT, this is the webinar for you. During this session, Mat Cook, Senior Consultant on our Spreadsheet Server Professional Services team, will take you on a journey through Query Designer and demonstrate:

• Building an example of an AR Aging query

• Tips & tricks on constructing an AR Aging query

• How to add AR Aging query into an Excel workbook