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Traverse Advanced Financial Analyst
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Advanced Financial Analyst

A Microsoft Excel Reporting Tool

Advanced Financial Analyst provides a comprehensive financial reporting environment that’s easy to learn and use. The right financial information is delivered to the right desktop for report writing and viewing and for immediate, multidimensional analysis.

You’ll benefit from automated financial reports in Microsoft Excel. Advanced Financial Analyst uses 100% Microsoft technology, combining the ease-of-use of Excel with the power of Microsoft Access. It automatically transports relevant data back and forth between TRAVERSE General Ledger and your desktop, eliminating manual processes and saving you time.

Advanced Financial Analyst enhances Excel by transforming it into the ideal environment for distributed management reporting. Your information is pulled together from many sources and focused in one place: right to your desktop. You’ll also have the flexibility to design, customize and maintain your own report templates, tailored to your specific reporting needs. Excel features such as graphs, pivot tables, and formatting are integrated with report creation.

Additional Advanced Financial Analyst features:
Enterprise-Wide Distributed Reporting
bulletIndividual databases for specific reporting requirements can be created and distributed
bulletReports are created centrally and distributed via e-mail in Excel

  Accounting Integrity
bulletSystem can be maintained from a central location, typically General Ledger

  Accounting Intelligence
bulletSign control
bulletVariance reporting (budget vs. actual)

  Flexible Formatting and Layout
bulletEasy-to-modify reporting relationships
bulletReporting structure accommodates a variety of reporting requirements
bulletFlexible reporting structure gives you the ability to report the same data in different formats

  Desktop Distributed Report Delivery
bulletData transport
bulletWorkbook refresh
bulletUnlimited report roll ups
bulletCustomizable
bulletWizard-driven

 

Types of Reports You Can Create
bulletBalance Sheet
bulletIncome Statement
bulletExpense Summary
bulletRevenue Analysis
bulletTrial Balance

  Drilldown Capabilities
bulletGL Accounts
bulletJournal entries
bulletSummary balances
bulletDetail balances

  Distributed DataMart
bulletPull data into central data warehouse
bulletPublish reports or underlying data to each user

 

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