xrl seminar

PEGASUS XRL MANAGEMENT

REPORTING FEATURES

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WHAT IS XRL?

XRL is a Microsoft Excel based Business Intelligence reporting tool

You do not need to be an Opera accounts user to utilise XRL – separate licencing model You do not need to have XRL to see XRL

created reports – only need an XRL Licence to refresh live data and create new reports.

It draws the data from Opera real-time

Date Type Inv No. Value VAT

01/08/16 Invoice 12345 £100 £2

Date Type Inv No. Value VAT Sales Code Product 01/08/16 Invoice 12345 £50 £10 AA010 Training Course 01/08/16 Invoice 12345 £50 £10 AA010 Software

SUMMARY AND DETAIL REPORTS

• Filter specific values and choose the information you want to see displayed

• Produces a table with top level information

SUMMARY & REFERENCE LINKS

Reference Links are able to extract words and descriptions based on a piece of “linking” criteria.

Either embedded inside the extraction formula or via a piece of data visible inside a cell on the excel spreadsheet.

Code Description AA010 Sales of TrainingCode Name Address_______AA010 Banks & Co 61 Park Street

New Malden

Surrey“Linking” criteria

Reference Link

Code Description_____ Per. 3 To Date___AA010 Sales of Training £1,000AA020 Sales of Manuals £4,000

“Linking” criteria

Summary Link

SUMMARY & REFERENCE LINKS

• Summary Links are able to extract summarised balances based on a piece of “linking” criteria

• Either embedded inside the extraction formula or via a piece of data visible inside a cell on the excel spreadsheet.

DATA SEND

Currently the Data Send feature will allow users to upload Budgets and Stock Special Prices into Pegasus Opera 3 directly from Excel.

OFFLINE FORMULAS

Collaborate with non XRL users by saving your spreadsheet with the Offline Formulas option.

This means a non XRL users sees numbers and an XRL user will have access to formulas without the need for saving multiple versions.

OUTPUT TO PDF

If you wish to formulate board and management packs with a professional finish.

Embed company logos and use the Output to PDF option to make secure password protected documents straight from your template spreadsheet for example.

We can provide training sessions

Online, group, one to one, on site or at our

offices.

INTSYS TRAINING AND CONSULTANCY

Training session:1. utilise basic

features – create profit and loss & balance sheet.

2. utilise advanced features – create extractions from all ledgers.

3. utilise all features – ability to use drill down and conditional formatting and cube analysis.

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