Design reports in Excel with Solver’s intuitive and familiar report designer

A popular feature of Solver Reporting is the Excel add-in, something that is particularly appreciated by finance teams.

Using this cloud-connected add-in, authorised users can design and edit reports in Excel—leveraging the familiar formatting functions and formulae—from the Solver web portal. Within the Solver Reporting Designer, users can both design and run reports, streamlining the design and testing process without switching between tools.

Run and view reports from anywhere, at any time, with Solver’s web portal

Anyone with access to view reports in Solver’s web portal can easily run reports on-demand. This helps reduce reliance on the finance team to field users' questions, and means users no longer need to engage with Excel.

The web portal's Live Reporting and Archive options offer a user-friendly and efficient way for authorised individuals to access and analyse reports.

In Live Reporting, users can apply filters based on their permission level to run real-time reports. The Archive option offers a convenient way to view shared reports and analyse them in slides style 'as playlist'. This is a great feature for presenting month-end reports once they are finalised in Solver, eliminating the need to transfer data to external tools like PowerPoint.

One platform for financial and operational reporting

A common reporting challenge is the need to combine data from different systems. This may be even more complex for operational reporting. Often, each system has its own reporting module, and over time, business units end up with many reporting tools to accommodate different use cases.

Solver Reporting eliminates these reporting data siloes. With Solver’s Data Warehouse, you can bring data from different systems into a single database for reporting. This improvement that Solver brings to the reporting process delivers a huge impact on users. It provides teams with a single source of truth, eliminates disputes over data, and increases transparency.

Address multi-company financial consolidation challenges in one reporting tool

Growth, mergers, and acquisitions may have left your organisation with a complex consolidation process. You may have challenges such as different charts of accounts, different base currencies, partial ownership, etc.

Solver’s comprehensive consolidation process addresses several key areas, such as:

  • Multiple Reporting Entities.
  • Currency Translation.
  • Common Chart of Accounts.
  • Partial Ownership.
  • Automated Inter-company Eliminations.
  • Adjusting Journal Entries.

Using the Solver Data Warehouse (DW), you can upload data from an unlimited number of ERPs and companies. With Solver Reporting, you can report across and consolidate the companies uploaded in the data warehouse. You can consolidate General Ledger data and other data such as Payables, Receivables, and Sales.

Empower users to find answers to their business questions with Ad-hoc reporting

Ad-hoc reporting empowers users to find answers to their business questions as they arise.

If the available tools are complex to use and restricted, users may export data to Excel and use spreadsheets to find the answers to their questions. Alternatively, they may direct their questions to the finance team as they typically have better access to data and tools.

Neither of these scenarios is optimal.

With the modern ad hoc reporting capabilities of Solver Reporting, any user with access to the data can build reports in a few minutes and with minimal skills.

Users can identify the fields they need in their report, select filters, and group data by dimension and other parameters. When finished, they can save their reports to reuse next time or share with peers who might have a similar business enquiry.

Foster a culture of collaboration within your organisation with Solver’s seamless integrations to popular workplace tools

How long does it take to implement new technology? This is one of the top questions asked after we present a software solution.

Solver reduces the time it takes to implement the solution because you can leverage skills that your workforce already has. One of the most popular features of Solver is the Excel add-in for report design; anyone with Excel skills can pick up how to design reports in a short time frame.

Solver integrates with Microsoft Power BI to bring you world-leading dashboards and visualisations. Whether you are already using Power BI or looking to start using it soon, you can use Solver’s data warehouse to streamline data flow.

With Solver and Power BI, you can support a culture of data-driven decision making within your organisation. Data is always top of mind by embedding reports and dashboards in Microsoft Teams chats, meetings, and channels.

Is this solution the right fit for your organisation?

Schedule time with us to discuss your organisation's unique business requirements and we'll make our recommendations based on industry knowledge and years of experience implementing solutions across a variety of businesses. You do not need to sign-up or pay for anything.

If you are ready to start your journey to improved Business Intelligence and Planning capabilities, connect with us and we will work with your availability to take you on the first step of discovery.