Infor offers a robust and comprehensive range of reporting options to meet the diverse needs of organizations. These reporting solutions provide powerful capabilities for generating and analyzing financial data. Infor’s reporting options include customizable dashboards, ad-hoc reporting tools, and pre-built report templates designed for specific industries or functional areas. These solutions enable users to create meaningful and insightful reports, visualize data through interactive charts and graphs, and perform in-depth analysis for informed decision-making. Infor’s reporting options are known for their user-friendly interfaces, flexibility in data manipulation, and integration with various data sources. Whether it’s financial statements, operational reports, or performance analytics, Infor’s reporting solutions offer organizations the tools they need to gain valuable insights and drive business success.
Deliver real-time or near real-time data into the hands of decision makers
Export data to CSV, PDF, etc., schedule and/or distribute reports, store reports in Infor Document Management
Save favourites to rerun reports based on your preferences
Drill thru to transaction level detail
Get results and make decisions based on having the tools available to analyze business performance
The reports discussed are accessible through BI FSM, a pre-installed application included in the FSM suite of products. These reports are available in all multi-tenant environments, including PROD, TRN, and TST. To obtain access to these reports, users need to contact ISU (Information Systems Unit) to request the necessary security access privileges. Once access is granted, users can locate BI FSM in the Navigation menu or Application Switcher.
After logging out and logging back in, the edits made in the context section of the report remain intact. To ensure this continuity, users can save the report as a favorite. By doing so, any report that is opened will default to the previously selected context settings. If any changes are required, they can be made and saved to a new favorite.
Users have the ability to run any report by filtering it based on Cost Center. To access the context view, users can use the << >> double angle mark indicators to open or close it. Within the context view, various dimensions can be filtered, including Cost Center, which can be achieved by utilizing the Finance Dimension 1. This flexibility allows users to generate reports specific to their desired Cost Centers.
Infor, the software provider, has made a commitment to develop new financial reports, which will include a Cash Flow Statement. However, specific delivery dates for these reports are currently unknown. Users can expect enhancements and updates to the reporting capabilities in the future, including the addition of the Cash Flow Statement.
The reports in BI FSM are automatically filtered based on the user’s security settings. The financial data accessible to each user is determined by the user security configuration in BI FSM, which is managed by ISU. Typically, the user’s access in FSM (Financial Systems Management) closely mirrors their access in BI FSM, although it may vary depending on their assigned role. This ensures that users can only view the financial data that aligns with their authorized access privileges.