Features
Top Performing Features
Excel-based Reporting
Ad hoc or formatted reports using MS Excel.
Category average: 8.3
Pixel Perfect reports
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
Category average: 7.4
Publish to Web
Category average: 7.8
Publish to PDF
Category average: 8.4
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
Pixel Perfect reports
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
Category average: 7.4
Customizable dashboards
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
Category average: 7.6
Report Formatting Templates
Category average: 7.4
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
Drill-down analysis
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
Category average: 8.3
Formatting capabilities
Ability to format output e.g. conditional formatting, lines, headers, footers.
Category average: 8
Report sharing and collaboration
Report sharing and collaboration is the ability to easily share reports with others.
Category average: 8.4
Report Output and Scheduling
Ability to schedule and manager report output.
Publish to Web
Category average: 7.8
Publish to PDF
Category average: 8.4
Report Versioning
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
Category average: 8.1
Report Delivery Scheduling
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
Category average: 8.4
Data Discovery and Visualization
Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.
Pre-built visualization formats (heatmaps, scatter plots etc.)
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
Category average: 7.8
Location Analytics / Geographic Visualization
Location analytics is the visualization of geographical or spatial data.
Category average: 7.6
Predictive Analytics
Predictive Analytics is the ability to build forecasting models based on existing data sets.
Category average: 7.8
Access Control and Security
Access control means being able to determine who has access to which data.
Multi-User Support (named login)
Named model access means that users have access based on name and password.
Category average: 8.6
Role-Based Security Model
Role-based access means that access to data is determined by job or position in the corporation.
Category average: 8.7
Multiple Access Permission Levels (Create, Read, Delete)
Multiple access permission levels means that different levels of users have different rights.
Category average: 8.6
Report-Level Access Control
Report-level access control means that the type of report determines who has access to it.
Category average: 8.6
Single Sign-On (SSO)
Allows users to use one set of login credentials to access multiple applications
Category average: 8.5
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
Responsive Design for Web Access
Web design aimed at producing easy-to-read sites across a range of different devices.
Category average: 7.3
Budgeting, Planning, and Forecasting
These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning
Long-term financial planning
3-5 year financial plan with cashflow.
Category average: 8.7
Financial budgeting
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
Category average: 8.9
Forecasting
Combining actuals and budgets, rolling forecasts, driver-based models.
Category average: 8.6
Scenario modeling
Financial or operational modeling of alternate future states and planning for each.
Category average: 8.3
Management reporting
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Category average: 8.4
Consolidation and Close
Consolidation of data from multiple entities with currency management, reporting and audit trails.
Financial data consolidation
Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.
Category average: 8.2
Journal entries and reports
Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.
Category average: 7.9
Multi-currency management
Ability to handle foreign currency conversions during consolidation.
Category average: 7.4
Intercompany Eliminations
Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.
Category average: 7.8
Minority Ownership
Consolidate financials full or partial ownership of subsidiaries, equity pick-up.
Category average: 7.3
Local and consolidated reporting
Ability to report against individual business entities and the consolidated umbrella entity.
Category average: 8
Detailed Audit Trails
Tracing changes to data and processes that were run.
Category average: 8.2
Financial Reporting and Compliance
Financial statements and regulatory filings
Financial Statement Reporting
Creation and production of balance sheets, income statements, cash flows, other schedules
Category average: 8.6
Management Reporting
Tools facilitating creation of internal ad hoc or standard reports.
Category average: 8.5
Excel-based Reporting
Ad hoc or formatted reports using MS Excel.
Category average: 8.3
Automated board and financial reporting
Tools to help automate creation of regulatory reports such as SEC filings and board books.
Category average: 8.3
XBRL support for regulatory filing
Support for the XBRL standard reporting format for exchanging financial data.
Category average: 6.9
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
Personalized dashboards
Create custom dashboards and reports without the help of IT or administrators.
Category average: 8.1
Color-coded scorecards
Track and analyze performances with interactive, color-coded balanced scorecards.
Category average: 8.3
KPIs
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
Category average: 7.9
Cost and profitability analysis
Cost and profitability analysis provides data for business decision making.
Category average: 8.4
Key Performance Indicator setting
Ability to set key performance indicators for measuring progress towards goals.
Category average: 8.3
Benchmarking with external data
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Category average: 7.6
Integration
Ability to integrate with external applications.
Flat file integration
Integration of flat files like text documents and comma separated files
Category average: 8.6
Excel data integration
Ability to integrate directly with Excel data.
Category average: 8.7
Direct links to 3rd-party data sources
Integration with external applications like ERP, CRM, HCM
Category average: 8.2