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.
Diverse Reporting Options for Enhanced Decision-Making
Infor’s reporting approach provides users with the right reporting tool for the job. Several reporting options are delivered ‘out of the box’. Four primary tools are delivered:
- BI FSM delivers several financial reports allowing review of and access to the financial results. Reports include Comparative Balance Sheet, Consolidated Income Statement, Income Statement – Budget vs. Actual, Summary Trial Balance, Statement of Capital Expenditures, and Project reports. Drill down to detail and transaction sources is available. Various filters, hierarchies, and charts can be selected to analyze KPIs.
- CSF Analytics supports decision-making by contextualizing information from disparate sources to deliver actionable insights. Reports are delivered in collections that provide access to users based on their FSM security roles. Analytical and transaction level detail reports are delivered for Payables, Purchasing, Inventory Management, Asset Management, Projects, and Global Ledger. Filtering on various parameters is available and varies by the nature of the report.
- Financials & Supply Management underlying technology, Landmark, presents information by way of delivered reports and/or page lists that provide various views of transactions as they pass processing stages. Users can run reports on demand or customize page lists to develop and/or schedule reports.
- Global Ledger Report Writer is a new tool that provides Accountants with the capability to quickly develop and distribute information to meet ad hoc business requests. No IT or special skills are required.
This presentation provides an introduction to BI FSM and CSF Analytics powered by EPM and Birst respectively along with a brief introduction to the Global Ledger Report Writer, delivered in April, 2023. These tools are used to:
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
Note: Some features will vary by application. Ability to review reports may be limited due to your FSM Role or due to customized security developed by ISU.