When you want to get away from supporting your most complex reporting needs by creating spreadsheets that stitch together multiple data sets, yet are disconnected from your core FIS data, with no ability to refresh with the latest data.
When you want to get away from the repetitive, time-consuming download, rekeying, and reformatting of data in Excel to complete your daily reporting.
When you want to be able to drill into the detail from in Excel to spot anomalies and find the root cause in your FIS data.
Enable finance teams to create reports in their tool of choice, Excel, without relying on IT help. Simplify the production of daily, weekly, and quarterly reports (e.g., branch profitability reports, average balance sheet, number and types of accounts originated, non-interest income by product, weighted average maturities, etc.). Create reports once, then refresh with parameters to create views by business line, branch, product, officer, etc.
Simplify analysis for all stakeholders by enabling them to drill down through books of loans and deposits into application data to find and fix integrity and reconciliation issues. Easily create the roll-ups and groupings you need to report your desired account structures, giving you the flexibility to view your data exactly how you need to see them.
Save time and avoid rekeying in spreadsheets by automatically pulling together data from multiple sources (e.g., loans, deposits, non-interest income) to simplify the creation of some of your most complex reports (e.g., the Quarterly Call Report).
Automate your organization's tax data collection and processing for fast, accurate reports and provisions.
Harmonize your operational transfer pricing to balance profitability, so there are no more surprises.
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:
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.
"Spreadsheet Server allows me to create custom reports that are also highly interactive, making for a powerful analytical tool!"
