Introduction to Reporting Intelligence for Other ERPs

Reporting Intelligence for Other ERPs provides instructions for building financial reports, running queries, and distributing data directly from Microsoft Excel.

This guide covers the following areas:

• Navigate Reporting Intelligence for Other ERPs — learn how to use the ribbon, settings, and other interface elements.
• Build GL Reports — use GL formulas to retrieve account balances, drill down into financial data, and build reports.
• Work with Query Formulas — design and run queries against your ERP data using GEXD, GEXQ, GEXS, and other query formulas.
• Distribute Reports — automate the scheduling and distribution of reports using Distribution Manager.
• Automate and Schedule Jobs — schedule workbook refreshes, distributions, and table loads using Profile Scheduler.

For installation instructions, refer to the Install Reporting Intelligence for Other ERPs article.