Self-Service Reporting
Empower Business Users with Immediate Answers to Critical Data Questions
Put Business Users in Control of Their Reporting
Take reporting out of the hands of IT, highly trained statisticians, data scientists, or third-party consultants, and make it accessible to regular business users.
ERPsmarts
Hide the technical complexity of the underlying data source, so business users can create reports without relying on IT.
Pre-Built, Configurable Templates
Get up and running fast with pre-built, configurable reports that tackle your most common and challenging reports.
Drill Into Detail
Navigate seamlessly from summary to detail data to home in on areas of interest and get fast answers to business questions.
Excel or Browser Access
View data in the way that works best for you. Excel or a web-based dashboard – it's your choice.
Direct Source Data Connectivity
Refresh your reports and dashboards at any time to ensure you always work with the latest data straight from the source.
Commentary and Collaboration
Chat, share, and collaborate to increase productivity and develop a shared understanding of your numbers.
Eliminate Reporting Delays
No more waiting for reports to be created for you. No more back and forth with IT when the report doesn't meet your needs the first time around. Take control of your reporting destiny.
2022 Hanover Research - Operational Reporting Global Trends Report
USE CASES
Self-Service Reporting in Action
Discover how and where you can use self-service reporting within your organization to enhance financial and operational reporting or to embed analytics into your own applications.
Automate Manual GL Reporting Processes – Speed up day-to-day finance processes with direct, real-time access to ERP data. Create refreshable reports without relying on IT. Drill from balances to journals and sub-ledger transactions to find and fix reconciliation issues quickly.
Transform Strategic Financial Reporting – Turn lackluster EPM reports into dynamic C-Level insights. Deliver high-quality digital reports and dashboards that meet the needs of C-level executives. Allow finance teams to tell the story behind the numbers with built-in commentary.
Reduce Disclosure Risk – Produce and format regulatory, internal, and external reports with ease. Bring speed, accuracy, and consistency to creating high-frequency, recurring, multi-author reports. Use anywhere you want to combine words and numbers for publication.
Uncover Actionable Insights from Enterprise Data – Get critical answers to operational questions straight from your data. Transform complex ERP data into actionable insights presented in everyday business language. Access rich reporting content, cutting-edge business intelligence, and metadata search technology from a single, intuitive user interface.
Self-Service Capabilities for Your Applications – Embed analytics and business intelligence into your applications. Add self-service capabilities, including drill down, drill through, and what-if analysis, to empower your users with the answers they need.
Get Faster Answers to Business Questions
Whether you need to create a report from scratch, adapt an existing template, or filter and drill down through a pre-built report, when you are not relying on someone else to provide the information you need, you are in control. Self-service reporting puts you in control, ensuring you can get timely answers to your most pressing questions.
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Reduce the Cost of Creating Custom Reports
Specialized skills are in short supply, so relying on technical experts with deep knowledge of your source system data structures to create your reports is expensive. Implementing a self-service reporting tool that presents data in a way that makes sense to business users removes the reliance on technical experts, drastically reducing the cost of custom report production.
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Eliminate Reporting Bottlenecks
Depending on IT or specialists to support your ad-hoc reporting requests is a slow process. They handle multiple simultaneous requests from colleagues across your organization, delaying report delivery. Often, IT-generated reports will need to go through several iterations before they fully meet your needs, further increasing your report turnaround. With self-service reporting, you get the information you need right away without having to involve IT.
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Self-Service Reporting Options for Your Source Systems
Discover the self-service reporting option that is right for your organization. These products form part of insightsoftware’s portfolio of unified, modular applications. By bringing together multiple insightsoftware applications in one place you can address your business needs faster and with less risk, by picking and choosing the capabilities you need across reporting, budgeting and planning, and controllership.
Angles
Actionable, operational reports and analytics for your ERP
Certent Disclosure Management
A secure, collaborative enterprise report production platform.
- Half the time spent creating internal and external narrative reports
- Increase confidence with bulletproof accuracy, even with late changes
- Ensure every report is always in perfect alignment with seamless integration
CXO
Generate Real Business Value with Better EPM Reporting.
- Deliver high-quality digital reports and dashboards
- Speed up reporting cycles to meet the needs of C-level executives
- Encourage collaboration and engagement to capture insights from all stakeholders
Jet Reports
Flexible financial and business reporting solution running inside Excel and on the Web.
- Pull live ERP data into Excel
- Leverage real-time data
- Create accessible self-serve custom reports
- Automate data prep & formatting
Logi Symphony
Logi Symphony is a software solution by insightsoftware that is purpose-built to provide embedded self-service analytics, dashboards, and reporting to your end users inside your applications.
- Tailored User Experience
- Intuitive Dashboard and Report Design
- Superior Embeddability
- Highly Scalable
Spreadsheet Server
Real-Time Reporting that Connects to 140+ ERPs Directly in Excel
- Empower finance to create the custom reports your organization needs—without relying on IT
- Close your books faster with the ability to drill down deep into the data behind your numbers
- Connect multiple data sources with no staging area or data warehouse required
Wands for Oracle
Take control of Your Financial Reporting With Real-Time, Drillable Data.
- Connect directly to your ERP data
- Drill down into detail for analysis
- Distribute reports automatically
Wands for SAP
Escape the Limitations of Financial Reporting.
- Create refreshable, drillable ad hoc reports
- Retrieve in real-time your ECC or S/4HANA ERP data
- Reproduce and share report templates quickly
FAQ
At any time, especially during economic uncertainty, predicting every report or piece of information a decision-maker will need is impossible. It is unrealistic to expect IT experts or other specialists to service these ad hoc reporting needs. It takes up too much of their time. By the time they have serviced a request, it’s often too late, and the decision was already made, so the information is no longer required.
Self-service reporting is the antidote to traditional, IT-centric report creation. It puts the business user in control. It enables them to access the information they need to satisfy pressing questions. Self-service reporting requires tools that provide a business-friendly view of data and an intuitive interface to lay out reports and navigate their data. For some users, like the finance team, the optimal interface is Excel, whereas others prefer a drag-and-drop web interface.
Self-service reporting sits along a spectrum, depending on the business user’s needs. At one end, we find business users who need to create custom reports from scratch by working with a business-friendly layer that hides and manages the underlying database’s complexity. At the other extreme, we find busy executives who just want to take a pre-build report or dashboard and easily filter the data and drill down to home in on an area of interest. Each type of user is getting what they want, fast answers to pressing questions, without the help of IT.
Implementing self-service reporting helps an organization to become more agile. That is because business users now have timely access to the information they need to support decisions, enabling them to act confidently. Empowering business users with self-service access to information raises the decision-making bar because more people are making better and more consistent decisions.
Self-service reporting offers a more efficient way of tackling custom reporting needs. Business users can quickly satisfy their needs without waiting on IT or other specialists to help with their requests. This approach means IT teams are no longer overwhelmed by requests for information from across the organization. With more time to spare, these IT experts can focus on other high-value activities.
Dealing with constant requests for new information from across the business can be exhausting and overwhelming for already overstretched IT teams. Self-service reporting offers IT the promise of gaining back valuable time while being confident that the information business users can now access is accurate, up-to-date, and consistent.
For financial and operational reporting, direct access to the underlying source system is critical to ensure business users are able to address day-to-day decision-making with the latest information. The reporting system should come pre-configured with a business view over top of the source system. These business views ensure a short time to value and de-risk the implementation as the hard work of linking together potentially thousands of database tables has been done for you.
The ability to drill down from summary to detailed transaction data is another critical capability to enable users to get to the root cause of any issues they are investigating. The system should also be easy to use and require minimal training. For some users, working in Excel, a tool they already know and love, is ideal; others may prefer an intuitive, drag-and-drop web interface.