Infor Q&A - Reporting
Formerly known as Vision, Infor Q&A (Query & Analysis) enables users to access data (based on permissions) from across the entire suite quickly and easily using Microsoft Excel, with a couple of hours training, Q&A users can start to build highly flexible, powerful and great looking reports. Enabling manipulation, analysis and presentation formatting using these familiar desktop applications, Infor Q&A lets users quickly and efficiently create reports that highlight trends, patterns and exceptions.
Using an Excel add-in the SunSystems database can be dynamically linked to Excel so that data can be linked to individual cells, rows and columns in a spreadsheet. An easy to use and intuitive wizard guides users in the creation of the data links and within minutes they can build reports that are live and give you an up to date picture of the business.
As well as using this tool to extract data and build reports, data can also be prepared in Excel, for example expense journals, a management recharge, budgets or forecasts and these can be sent to the SunSystems database for on-line validation and posting, thus saving you time and effort in posting.
This powerful desktop reporting and analytical tool gives users the ability to build and run powerful queries that interrogate the underlying Infor SunSystems databases and present these in a graphical format with the ability to break them out into detail and ultimately drill back to the source transactions.
This is the perfect tool designed to be used by executives and managers who aren’t daily users of the system and simply want a multi-dimension view of the data with the ability to “dice and slice” it however they want.
The Alert engine allows users to add automation to the work they have done in Q&A. At its most basic, reports can be scheduled to run at a given time, the output, whether it is Excel or PDF can be emailed to nominated users. Using some of the advanced functionality, reports can be created and based on embedded conditional logic can be sent to users if a certain condition is met or not met, for example a report of “top 10 debtors” be produced and sent to the Financial Controller if the sum total of the debt that is 60 days old is greater than £200,000.
This tool is designed to help user manage the budget process and give you version control. Most organisations use Excel as the tool to develop, manage, authorise and store budget and forecasts. Budget Manager will help you manage the process of controlling your budget sheets, it records who has been sent a budget sheet, which version, when it was issued and when it’s due back. Once sheets are returned and approved they can be consolidated and uploaded into SunSystems.