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Product features &

Users & Products

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.

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.

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.

Designers who want to leverage FastCloses 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

For budget holders who want to submit their budget or forecast data from within Excel, using all the formulas & modelling power which that offers, alongside the benefits of the FastClose Excel Add-In.

Blending live actuals data with stored budget numbers there is no need to replicate balances or transactions out of your ERP into a separate planning system.

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

Drag n Drop

Full 'Drag n Drop' user interface makes almost any task in the report design process a breeze, be it layout, creating hierarchies, defining buckets etc...

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


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 exchang


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


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


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


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

Ranges and wildcards

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


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


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

Dynamic Report Titles

Title your report with plain text, or use a combination of plain text and variables to create something more dynamic

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

Context Sensitive Help

Wherever you are in the product, just tap F1 to get help on the screen you are currently using along with access to our deeper tutorials.


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

Multi Database

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


Export reports to Excel, Json or XML



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


Automate the regeneration and distribution of snapshot reports with FastClose Scheduler