Take Control of Your Deltek Reporting Process

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Automate Manual Deltek Reporting Processes

When you need more control over how you present your data, how you eliminate time-consuming data extracts, and manual reformatting and manipulation in Excel.

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Simplify Your Most Complex Reports

When you need to report across multiple Deltek modules. For example, pull from across the general ledger, vendors ledger, and accounts receivables ledger to create a billings and expenses report by project.

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Go Beyond Static Report Distribution

When you need to give project managers more than static PDF reports, so they can drill into the details of their project performance and answer their follow-up questions themselves.

Streamline Your Deltek Financial, Project, and Cost Reporting

Simplify Data Access

Whether you are using Costpoint, Maconomy, Vantagepoint, WorkBook, ComputerEase, Ajera, Vision or Vision Cloud, access real-time data directly from in the familiar environment of Microsoft Excel. Build custom reports and dashboards, across any Deltek module, in minutes, without requiring help from IT or consultants, for cash flow, profitability, job costs, utilization rates, etc. Build once then refresh, change parameters, and drill into the detail whenever you need. Reports that previously took hours, are now available in seconds.

Deltek Simplify Data Access

Shrink Deltek Reporting Cycles

With real-time access to data, you can speed up time- critical financial processes. Immediately validate that an adjusting entry has been posted correctly. Drill into balances, journal entries, and subledger transactions to fix reconciliation, trial balance, or data integrity issues. Review costs over periods of time to track performance. Quickly search for financial information, such as invoice numbers, job listings, aging, cost, billings, and more. Transform Excel reports into interactive, web reports for easy distribution around your organization.

Deltek Shring Reporting Cycles

Share Information Across the Organization

Transform Excel reports into interactive web reports and dashboards, to provide project managers, account managers, and partners, etc., with self-service access to Deltek data in a format they can readily use and understand. Allow them to filter and drill-down into the detail to answer their immediate and follow-up questions. Enable remote users who need to access data on the go to view reports and dashboards on their mobile devices, – even when they are offline.

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See Results Fast

Unlike lengthy business intelligence tool installs and upgrades, insightsoftware solutions installs in hours. An intuitive user interface, easy data integration, and self-help systems enable business users to get up to speed fast and answer their own questions, without waiting on IT. By leveraging the same security built into your Deltek system, you can be confident users will only see data they are authorized to view. Seventy-four percent of insightsoftware customers agreed that their solution was up and running quickly enough to provide measurable benefits by the next reporting cycle.

Deltek See Results Fast

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How To Compare BI

How to Compare Reporting and BI Solutions

Reporting and Business Intelligence (BI) solutions begin and end with data—not just how the data are collected, but also how they are stored, organized, and accessed. With a saturated market full of solutions to choose from, you need to have a clear understanding of your data needs before you start comparing your options.

In this white paper, you will learn:

  • What to look for in reporting and/or BI software
  • Why a reporting and BI solution is essential for growth
  • How to avoid reporting and BI solution implementation failure

To assist with your software selection process and help you find a solution that fits your current ERP system and IT infrastructure, we have also created a framework for evaluating third-party solutions.

You need to have a clear understanding of your data needs before you start comparing your options.

Work with the #1 Financial Reporting Vendor for Deltek

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“Spreadsheet Server vastly reduced the amount of time we take to produce reports, freeing up time for higher-level tasks.”

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