On-Demand WebinarNo Code Required: Build Custom Reports Without IT
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Tired of waiting on IT to build the custom reports you need to move faster? Even with Spreadsheet Server in place, many finance teams still rely on IT when reporting…
Tired of waiting on IT to build the custom reports you need to move faster? Even with Spreadsheet Server in place, many finance teams still rely on IT when reporting needs go beyond the GL—resulting in delays, revisions, and missed insights. The good news? You don't have to wait anymore. In this session, we'll walk you through step-by-step how to build powerful custom reports using Query Designer—no coding, no SQL, no IT backlog. Whether you're in construction, healthcare, manufacturing, or tech, you'll see how Query Designer enables you to access data beyond the general ledger and create reports tailored to your specific business needs. You'll see:
How to navigate databases visually and select the information you need within Excel
A live demo: Building a custom report from scratch in under 10 minutes
Real-world applications across different business scenarios
Success stories from companies that transformed their reporting workflows
You'll leave with: A clear understanding of what's possible with Query Designer, next steps for implementing custom reporting in your organization, and practical takeaways—whether you're new to Query Designer or already using it.
