Create Financial Reports the Easy Way

Imagine being able to create financial reports in your software package as easily as you create a standard spreadsheet, and being able to drill all the way down to the originating documents with just a few mouse clicks. CompuSoft’s Synoptix empowers you with the right tool to do exactly that.

With a direct connection to your database, you can easily create any financial reports you need with simple point and click procedures giving you the look and feel you’re in a spreadsheet. Absolutely no formulas or IT assistance is required to retrieve data from your GL. And, once your report is created, you can drill all the way down to the source of the balance with just a few mouse clicks.

Create Report Templates Effortlessly

Creating template financial statements that can be run by department, division, or any user defined segment is a breeze with Synoptix, and will eliminate the burden of having to re-create reports when they need to be updated with new data. Generic financial statements can easily be created that generate a departmental, divisional, or any filtered statement you wish to run. It’s as simple as selecting the desired criteria at run time, and clicking the run button. The filtering capabilities provide for multiple departments, product classes (or any other segment definition you may have) across multiple companies to generate the most sophisticated financial statements available.

Double Click into the Source of Your Balance

If you’re repeatedly asking what makes up a particular balance, and then spending time doing research to answer the question, look no further than Synoptix for the solution. With any financial report as your starting point (or the built-in Trial Balance), Synoptix gives you the much needed ability to double click on accounts for detailed information. Instead of having to go through several time consuming steps to get into the detailed data, Synoptix lets you simply double click on the account numbers in question for the detail that makes up the number – all the way down to the source.

Advanced Security

With CompuSoft’s comprehensive security features, it’s as easy as a few mouse clicks to give and restrict access. On a user-by-user basis, you can easily give people access to only certain accounts and categories, and/or exclude their access to certain accounts and categories. This also frees you from having to do research for other departments. You can set them up to obtain only the information they need.

Painless Consolidations

Make burdensome consolidations a thing of the past. With Synoptix, including a consolidating balance on your financial statement is as simple as telling the report what accounts you’re pulling from and selecting the companies. That’s it – Synoptix does the rest! When you drill down on the balance, Synoptix will then separate the individual balances by company, allowing you to drill right down into the detail for the individual companies. In fact, your consolidations can be done regardless of where the various data are located.

Straightforward Business Intelligence Dashboards & Reports

CompuSoft understands that Business Intelligence reports provide key indicators of your company’s performance, which is why we provide full dashboard capabilities. Dashboards simply allow you to place several key summary reports on one screen so that managers can see how the company is performing in the most critical areas. You can easily create dashboards with as many reports on the screen as necessary, along with full drill down functionality from each report, whether from a graph, summary or detail report. Also, if you need to have a group of reports that exist in a packet and run all at once, Synoptix makes it easy with simple point-and-click procedures.

Seamless Spreadsheet Connection

Because many users are already accustomed to creating reports in spreadsheets (particularly budgets), Synoptix seamlessly connects directly to your spreadsheets and pulls all desired data at run-time. It’s as easy as telling the report the name of the spreadsheet and in which cell the data resides. When you click run, the relevant data will automatically be included in your report.