QAD Customer Value Day

italiansaucySoftware and s/w Development

Dec 13, 2013 (3 years and 8 months ago)

146 views

QAD Customer Day


Santa Clara, CA

QAD Customer Value Day

WELCOME!







QAD Customer Day


Santa Clara, CA

FINANCIAL REPORTING OPTIONS

QAD Customer Day


Santa Clara, CA

Financial Reporting Options


QAD Reporting Tools


Microsoft Excel™
-
Based Reporting Tools


Data Warehouse Reporting Tools


QAD Customer Day


Santa Clara, CA

QAD REPORTING TOOLS

Embedded Functionality for
S
eamless Reporting

QAD Customer Day


Santa Clara, CA

QAD Enterprise Edition Reporting Tools


Financial Report Writer


Extensive Views (Browses) with Drill
-
Down Capabilities

QAD Customer Day


Santa Clara, CA


EE 2012+


Single solution

for GL reporting


Real time


Multi
-
domain


Consolidated


Chart Translation


Currency Translation


Multi
-
layer (Multi
-
GAAP)





QAD Enterprise Edition Financial Report Writer

QAD Customer Day


Santa Clara, CA

1.
Build and Run flexible Reports


Flexible report hierarchies


Flexible row & column definitions with in
-
line calculations


Reusable analysis codes

2.
Based on harmonized data in a Reporting Cube


Across multiple COA, currencies, layers (GAAP/IFRS)


Optimized for reporting inquiries



Financial Report Writer

QAD Customer Day


Santa Clara, CA

8

Report Cube

Report


Report

Analysis
Codes

Report

Tree

Column

Group

Report

Master



-
Entity


-
Layer


-
GL


-
Sub
-
Account


-
Cost Center


-
Project


-
SAF 1
-
10


-
Intercompany


-
Daybook


-
TC



Report Calendar



Presentation
Currency


1. Build and Run Reports

QAD Customer Day


Santa Clara, CA

Report

Cube

2. Based on harmonized data in a Reporting Cube

Reports

Reporting

COA

Report
Calendar

Presentation
Currency

Source
domains

Source
domains

Source
domains

Source
domains

Source
domains

Report Chart

Maintenance

COA

Cross
-
Reference


Cube Definition

Maintenance

QAD Customer Day


Santa Clara, CA

Financial Report Run


Renders using Reporting Framework


Output to screen, PDF, Excel


Filter at run
-
time using analysis codes (i.e., by cost center)



Save selection parameters for future
use


Schedule delivery

QAD Customer Day


Santa Clara, CA

Browsing the Report Cube


Cube Balance View browse with Drill
-
Down Capabilities

11

QAD Customer Day


Santa Clara, CA

12

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

13

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

14

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

15

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

16

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

17

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

18

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

19

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

20

Report Tree Drill Down

QAD 2013 EE release


FRW Report Tree Drill Down

QAD Customer Day


Santa Clara, CA

QAD Standard Edition Reporting Tools


General Ledger Report Writer


SIG Trial Balance Browses & Browse Collection Drill
-
Downs

QAD Customer Day


Santa Clara, CA

General Ledger Report Writer


Analysis Codes, Row Groups,
Column Groups & Report
Definition

QAD Customer Day


Santa Clara, CA

General Ledger Report Writer


Run Report

QAD Customer Day


Santa Clara, CA

SIG


MTD and YTD Trial Balance Browses


QAD Customer Day


Santa Clara, CA

SIG


MTD Trial Balance Browse Collection (Drill
-
Down)

QAD Customer Day


Santa Clara, CA

MICROSOFT EXCEL™
-
BASED REPORTING TOOLS

Familiar Excel Tools Enable User
-
Friendly Reporting

QAD Customer Day


Santa Clara, CA


Compatible with both SE and EE


100% Excel (Add
-
Ins)


Real time ODBC connection to
business data


Excel users can
b
uild financial
reports
w
ithin minutes


Convert your existing Excel reports
to automated reports


Drill down directly from financial
statement line to detailed GL
Transactions or Pivot Table


Distribute filtered report packages in
multiple formats with a single click

BizNet
©

Software


BizInsight

©

&
BizBroadcast

©

QAD Customer Day


Santa Clara, CA

BizNet

Content Packs Available


General Ledger


AR/Sales


AP/Purchases

QAD Customer Day


Santa Clara, CA

Report Across Domains and Entities

QAD Customer Day


Santa Clara, CA

Drill Down to Pivot Table or Transaction Details

QAD Customer Day


Santa Clara, CA

QAD Customer Day


Santa Clara, CA

EE Analysis by Currency & Currency Type
--

TC
vs

BC

QAD Customer Day


Santa Clara, CA

EE SAF Analysis Pivot Table

QAD Customer Day


Santa Clara, CA

DATA WAREHOUSE REPORTING TOOLS

Corporate Performance Management

QAD Customer Day


Santa Clara, CA

QAD Customer Day


Santa Clara, CA

Scorecards/Dashboards

QAD Customer Day


Santa Clara, CA

Ad
-
Hoc Visualization

QAD Customer Day


Santa Clara, CA

Collaborate/Comment on Budget vs. Actual Variances

QAD Customer Day


Santa Clara, CA

Questions

QAD Customer Day


Santa Clara, CA

THANK YOU!

Suzy Reno

suzyr@strategic.com