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Excel Add-In

Move Beyond Standard ‘Canned’ Reports

There are already over 250 standard reports in the system, including many extended business analysis reports. However, it is impossible for any system to supply a set of standard reports that completely meets the diverse needs of all businesses and business owners.

To address this and to further provide users with increased power and flexibility when it comes to analysing and presenting their data, the system also includes an extensive set of tools delivered as an Excel Add-in.

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Leverage the Power of Excel

Using this Add-In you can then deploy the full capabilities of Excel to enhance your Analysis and Reporting – including the free Power Pivot addition to Excel.

The Excel Add-In is particularly powerful if you analyse your business data using the Extended Business Analysis user-defined analysis Codes and Groups. For example, you can use these codes to provide analysis by Division and/or Location and/or Activity and/or Product and/or Project, etc. and any combination of these.

Full Access to Data In Realtime

With the Add-In you can access your database from Excel and extract data from the database onto your PC.

The system provides a number of pre-defined Database “Views” including Transactions, Sales Analyses, Purchase Analyses, Income & Expenditure, etc.

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It allows you to nominate which Database View fields you want to extract and to Group fields (or not) in order to minimise the traffic on your local network.

It also facilitates Date Selection Parameters before the extraction process begins. You can then use the features and facilities of Excel to create many Custom Reports and Charts which you can “Save” for subsequent re-use and “Refresh” every Month or Week as required.

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