Users & Products

Designers

The creators of reporting content within FastClose, they publish their work to other report designers and consumers using FastClose Designer. Reports could be statutory or management accounts, inventories of stock levels, analyses of aged debt or sales margins and much more.

The design features below show you just how far you can go with a FastClose report.

Consumers

Users who wish to focus on what their reports are telling them, without the distraction of a design focussed interface use FastClose Reader. With access to the reports and data they can shift focus by adjusting filters exposed by the designer to change department, year or any dimension. With predesigned links, they can drill to related reports, following the number trail.

Spreadsheet

This group, usually made up of both Designers and Consumers, are users of the FastClose Excel Add-In. This allows a user to log into FastClose direct within Microsoft Excel, open multiple reports, adjust filters and pull data, formatted as in FastClose Designer. With the data in Excel users can use it to create and drive models that answer "What If?" scenarios based on live data.

Analytics

Designers who want to leverage FastClose's native understanding of the database structure can use it to simplify the extraction of a dataset and push it out using FastClose Scheduler to analytic tools such as Power BI to create dashboards and provide analytics to users across their business.

Design Features

Any data Anywhere

Unleash the connections in your database, placing dimensions into rows and columns as needed to bring the numbers to life, consolidating or slicing to find the right level of detail.

Multi-Database

Query and combine data from multiple epicor instances in a single report.

Multi-Threaded

A multi-threaded user interface means that not only can you be working with many reports at once, you can even continue working with a report whilst another really large one, is executing.

Formatting

Format your reports to find the right look and feel. Apply conditional formats to highlight issues in your business as they breach thresholds.

Captions

Change the caption for any dimension, item or column in the system to get your report looking exactly as you want it. Hide unused dimensions and items altogether to declutter the design and usage experience.

Drill Sideways

Surf the data, drilling from one report to related reports following the number trail, gaining insight into how your business works like never before.

Export

Export reports to Excel, Json or XML

Totalling

Apply subtotalling to as many dimensions as necessary, as well as grand totals in both rows and columns.

Hierarchies

Create hierarchies in any dimension such as a Chart of Accounts complete with calculated KPI's or an organisational structure. Import existing hierarchies from your database.

Calculations

With the powerful calculation engine complex cross dimensional and conditional calculations are possible to make almost any KPI possible.

Bucketing

Value add features such as "Bucketing" allow data to be dropped into buckets defined by data ranges, making Aged Debt reports a breeze.

Variables

Create variables to build reports that are easy to maintain, for example reports that update their view as each month and year passes, automatically. Use variables to inject other data such as exchange rates or balances held outside the database.

Ranges and Wildcards

Ranges and Wildcards make report building fast and make them easier to maintain as your database changes over time. 

Notes

Keep usage notes with your reports to help consumers as they use them or implementation notes to make maintenance when you revisit them, simpler.

System

Library

Create a library of reusable components, be they calculations, hierarchies or variables. Update every report that uses a component in a single edit.

User & Group Security

Restrict access to sensitive reports through the comprehensive permissions system to individual users or groups of users allowing folders, individual reports or datasources to be marked as read only or hidden altogether.

Dimension Security

Restrict access to areas of the database holding sensitive information such as employee salaries to individual users or groups of users. Restrict specific items or entire tables.

Scheduler

Automate the regeneration and distribution of snaphot reports with FastClose Scheduler.