XRL Seminar
Transcript of XRL Seminar
PEGASUS XRL MANAGEMENT
REPORTING FEATURES
Sign up to our customer portal for training videos, tips, tricks and best practice
www.intsysuk.com
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.
CLICK FOR MORE INFORMATION