Viewpoint Reporting & Analytics Solutions

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Query Designer allows us to spend more time doing what we need to do as contractors.

Steve McDaniel Controller

"Spreadsheet Server has drastically reduced our time to create our month-end financial reporting packages for all of our operating entities, especially with our group consolidation…

Ryan Bodenhorn Controller

Bizview is a very dynamic system,” Schiebel said. “It can do a lot. We are getting to that point of knowing how to make it…

Craig Schiebel Controller

Products

Seamless integration with Viewpoint Vista or Spectrum

Excel-based Reporting for Viewpoint, Yardi, Sage & More

Spreadsheet Server is easy to install and delivers fast time to value. It automates custom reports with drill-down to transactional data.

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Budgeting & Planning

Budgeting & Planning: Bizview is an integrated and scalable web-based budgeting, planning, and forecasting solution.

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Flexible, Easy-to-Use Reporting and Analysis Tools for Viewpoint Vista or Spectrum

Analysis of Financial Data is Slow and Laborious

The lack of a flexible drill-down capability from financial reports into live transactional data slows down key financial processes, such as investigating an issue with a trial balance, validating adjustment entries, or reconciling discrepancies in account balances.

Manual Report Processes are Consuming Too Many Resources

Manually exporting data from Viewpoint Vista or Spectrum into Excel for reporting and analysis against financial and job cost data is inefficient and prone to errors, reducing the time that valuable resources have available to conduct other high-value activities.

Non-Technical Users Depend on IT for Data Access

Viewpoint is built to collect data, not necessarily to report on data. When your business users don’t have the technical skills to get the reporting they need, you have to rely on expensive technical experts or IT to create custom reports or make any modifications.

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Use Cases

Create Reports and Analyze Viewpoint Vista or Spectrum Data Without Requiring Technical Knowledge

Create Live, Drillable Financial Reports Inside Excel

Work in an environment you’re already familiar with—: Microsoft Excel. Pull real-time balances for income statements, balance sheets, and cash flows. Create ad- hoc inquiries against GL, Job Cost, and any other Viewpoint module without relying on IT or needing technical knowledge. Choose from a library of pre-built content to get started or create a custom report in minutes.

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Investigate Reconciliation and Integrity Issues, Fast

Drill down to view balances based on your GL account structure. Breakdown by your account segments (e.g., company, natural account, cost center, and position). Then drill down through journal entries and into sub-ledger transactions (e.g., to see AR and AP details) to quickly find and fix account reconciliation and data integrity issues.

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Take Control of Your Costs

Use custom AP and AR aging reports to help stay on top of cash flow. View Job Cost reports to see a breakdown of costs and hours by client, project, job manager, etc., so you can track and measure performance. Mix and match data from any Viewpoint table and combine with information from other systems within one report.

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