Learn how to use Solverβs Excel-based report designer to build a new custom report.
Payroll and compensation detail budget report by person by department.
P&L variance report with last 3 years of KPIs displayed at the bottom.
P&L report by clinic with monthly figures across columns with YTD, average and KPIs.
P&L report with clinics across the columns and a consolidated total.
Shows charges, reimbursements and claims by payor (insurance company).
View Bill To charges by insurance company, biller, physician and revenue group.
Analyze monthly collection rates (%) by insurance company, biller, physician and revenue group.
Monthly trends in collections by insurance company, biller, physician and revenue group.
Analyze month-by-month trends in revenue billings and charges.
View monthly billing summary by insurance company, biller, doctor and revenue group.
Analyze hospital revenue for the top 20 service groups.
Capture budgets for important statistical items such as patient days and admits.
Enter operating expenses by clinic and department, with line items detail and comments.
Enter capital expenses by facility and department, with automated depreciation calculation.
Enter budget drivers for personnel compensation and capital expenses.
Both manual and driver-based input of patient revenue budgets .
Capture healthcare revenue drivers such as different rates per patient type.
Input form where user can enter manual elimination entries.
Analyze the budgeted salaries, taxes and benefits per position and department.
Shows funding per program, annual allocation and anticipated remaining amount.
Grants budget with remaining balance per department, function and program.
Shows anticipated funding per Grant over many years.
Encumbrance report by Account Category, including view of available funds.
Compare historical actual KPIs with other selected state or local governments.
Example of Comprehensive Annual Financial Report (CAFR).
Compare revenues and expenses with Funds listed side-by-side in the columns.
Analyze actual and budgeted revenues and expenses by Fund and Object (account).
Analyze history and compare requested, recommended and adopted budget.
Compare the budget KPIs to the average of other public sector organizations.
View sources and uses of funds by account category and compare actual to budget.
View revenues and expenses for a selected fund and compare actual to budget.
View Balance Sheet and compare assets and liabilities by Fund.
Enter monthly amounts per Grant and revenue/expense category. View remaining balance.
Enter monthly budget amount per project, manager and expense category.
Budget approvers review the department request and comment or adjust by line item
The baseline budget is automatically generated and then the user can adjust amount or %.
Budget approvers review the department request and comment or adjust by line item.
Budget for positions by Fund and with drivers for salary, taxes and benefits.
Enter payroll budget drivers such as salary grade, merit increase and benefits.
This report provides detail on the available real estate inventory by state and with average speed.
Report shows sales in amounts and units per state with year over year variance analysis.
This dashboard provides real estate sales trend with comparison of banks used in deals.
Ranked analysis of real estate agents based on total sales and units sold versus target.
Shows dashboard view of real estate sales & units sold per region and actual vs budget trend
Dashboard with focus on real estate project with sales trend, average speed, available units, etc.
Executive view of sales trend, available units, top projects and top real estate agents.
Create budgets and forecasts by real estate project based on price, size, units and more.
This report automatically projects a P&L for a new store opening based on similar stores.
Shows monthly sales by product with variance analysis versus prior year.
This report provides actual vs last year sales by product group, store and region.
Shows graphical view of product KPIs like sales, gross margin, top performers and inventory.
Dashboard view of revenue, profit, revenue/SQ FT and other key store performance data
Provides retail executives with trend and comparative analysis of revenue, profit and FTEs.
Typical Profit & Loss with actual, budget and last year for monthly and YTD data.
This Profit & Loss report displays selected stores across the columns with KPIs in the charts.
This report shows actual, budget and last year sales for each store and with roll-up to region.
Input of sales quantity per product per week. This will drive the sales revenue forecast.
Input of budget or forecast for average selling price per product, which is in the sales plan.
Input and drivers for employee taxes and benefits for exempt and non-exempt staff.
Input of payroll budget for non-commissioned staff.
Provides payroll budget input for commissioned staff based on assumptions (other form).
This report shows 3 years of history and uses weighted algorithms to forecast 12 months.
Variance report with links to underlying sub-ledger reports to explore variances.
Provides monthly Profit & Loss comparisons over a 13-month rolling period.
Allows for easy comparison by showing monthly balances up until the current period.
Cash Flow report that dynamically displays the past 13 months.
After budgets are created you can review headcount per department and by position type.
Enter key information and let the form calculate monthly salaries, benefits, taxes, etc.
Enter assumptions that will drive the payroll and headcount budget.
This Profit & Loss report shows sports and other venue event types across the columns.
A detailed Profit & Loss report with comparison to last year with monthly and YTD columns.
Report displays viewers, revenue and revenue per viewer by game and broadcaster.
Analysis of revenue and viewers with dashboard showing detail per game and broadcaster.
The dashboard shows merchandise sales and quantity by item and type, with trend reporting.
The report shows food and beverage sales by game by venue location in the sports arena.
Analysis of sales revenue by game day, vendor, ticket type and with time-to-serve metric.
Shows report example with ticket sales by seat type by game with variance versus prior year.
This report provides ticket sales figures by season, game, vendor and more.
This graphical report analyze ticket sales by vendor, game type, game and ticket type.
Shows an interactive stadium map with retail outlet locations and drill down to a report.
Provides actual to budget graphical reporting on key team revenue and expense metrics.
The report shows merchandise sales per product compared to prior year.
Input or automatically calculate a full P&L budget per event.
Input assumptions for event-related activities that will drive the revenue budget.
Input assumptions for event staffing-related activities that will drive the expense budget.
Forecast expected revenue from ticket and broadcast media sales based on game history.
Using various assumptions, forecast total player compensation versus NFL cap.
Recurring revenue forecast report with KPIs like ARR and MRR, as well as deal count.
Recurring revenue waterfall report with actual and forecasted revenue.
Subscription revenue report with quantity and sales amount per product.
Subscription revenue report with quantity and sales amount per product by customer type.
Monthly report showing renewal sales for product licenses and support.
Shows monthly and YTD sales by product with reporting of variance vs prior year.
Sales report showing monthly sales quantity and amount per company, region and product.
Sales forecast per product showing actual YTD and provides input for remaining months.
Forecast report that sets productivity goals for per help desk agent.
Report shows Estimated and Actual hours per project with variance reporting.
Estimated and Actual hours per consultant with variance reporting.
Report shows current versus PY metrics for new, on-time, cancelled and completed projects.
Scoring of delayed or potentially delayed projects to report risk and support decisions.
Trended report with metrics for types of help desk support by month.
Report shows the speed at which help desk staff answers incoming calls or tickets.
This report tracks types of help desk support calls with comparison to prior month.
Profit & Loss trend with actual figures YTD and forecast for remaining months.
Balance Sheet trend with actual figures YTD and forecast for remaining months.
Cash Flow trend with actual figures YTD and forecast for remaining months.
The purpose of this report is to show to what extent each CRM user is utilizing the system.
Finds all key fields not filled out in any part of CRM system. Here for Opportunities.
Graphical and transactional report with customer count by industry and country.
Shows sales quantity trend by sales person with YTD sales for current and prior year.
Shows sales quantity trend by product with YTD sales for current and prior year.
Combines pipeline estimates with actual sales and key metrics for deal size and sales cost.
Shows sales transactions by customer, sales person and product.
The purpose of this report is to show if there is an anomaly in the AR aging by sales person.
The report shows win loss metrics by person, deal size and industry.
This reports shows the top 50 opportunities ranked by weighted revenue.
Summary report ranking sales people based on estimated revenue from their pipeline.
CRM Opportunity performance by Sales person with Win Loss analysis.
Detailed CRM opportunity information and summary showing performance by sales person.
Shows opportunity count and Win Loss metrics per sales person and in total.
Tracks the status and count on New and Contacted CRM leads.
Tracks the sales team's ability to follow up on CRM leads for a given period.
Looks at the ROI of a single marketing campaign by combining CRM and ERP data.
Compares leads, cost and other KPI per marketing campaign to analyze which to keep/drop.
Analyze future CRM marketing campaigns to review budgeted cost, revenues and ROI.
This report combines web-site search engine (SEO) performance with marketing expenses.
Benchmark own metrics versus the average of pool of similar companies.
Compare your own KPI performance versus up to 10 other organizations and the average.
Analyzes quarterly trend of company you benchmark against.
Management report showing success of web site and average marketing cost per visitor.
Summary of asset purchases by GL account and department w/comparison to prior year.
This report provides a ranked list of expenses by category and employee comparison.
This report will help find unintended subscriptions, detects price increases and possible fraud.
Report compared year-over-year spending by vendor and category to simplify decisions.
Report for analyzing corporate credit card spending by category and employee.
Sales by customer with detailed transactions showing sales person, price and quantity.
Graph and numbers combined to show sales trend and ranking by product.
Graph and numbers combined to show sales trend and ranking by sales person.
Single 360 degree view of all customer activity including revenues and expenses.
Travel and Entertainment report to analyze expenses by category.
T&E detail by department and employee comparing actual to budgeted expenses.
Shows detailed compensation by employee and rolled up by GL account.
Automatically groups Vendor Payables (AP) into aging buckets. Charts adds analytics.
Automatically groups AR balances into aging buckets based on dates. Charts adds analytics.
Accounts Payable (AP) report ranking the top 20 vendors based on balance owed to them.
Accounts Receivable (AR) aging report ranking the top 20 customers based on their balance.
Detailed report grouping sales transactions by sales person with metrics analyzed in charts.
Shows Trial Balance all months year-to-date with balance check on the top of the report.
Trial Balance report for all months this year and last year. Expand columns for Debit/Credit/
Report combines actual YTD with budget to provide a trended estimate for the year.
Shows Cash Flow with variance against budget and last year with KPI analysis.
Report shows all months this year vs last year (expandable to see months) with trend charts.
Balance Sheet report with variances versus prior month and last year with graphical analysis.
Report dynamically shows actual up to the current month and budget for the rest of the year.
The report shows the Profit & Loss trend for current and prior year with graphical KPI analysis.
This Profit & Loss provides actual and budget variances for Month, YTD and Last Year.
Profit & Loss report that dynamically shows the past 13 months and trend analysis for KPIs.
Cash flow report with companies across columns.
Consolidates AR transactions to view customer receivables across all companies.
Consolidates Accounts Payables transactions to view vendor payments across all companies.
Displays balances across selected companies with column sorting to find highest variances.
P&L with rows that breaks down each GL account by subsidiary and department.
Balance sheet with companies across columns.
Displays each subsidiary with its departments and user-selected accounts and variances.
Monthly variance report with parent company on the first tab and subs on the other tabs.
Shows companies across columns and displays year-to-date figures.
The report automatically displays parent company on the first tab and subs on the other tabs.
Displays companies across columns with eliminations.
P&L report for any company and consolidated entity, with months year-to-date across.
Displays all intercompany transactions for a given period.
Produces the rollforward Retained Earnings based on OBA, adjustments, Net Income, etc.
Displays the P&L in both the functional and reporting currency.
Shows budget both with budget rate and recalculated with average rate to show true variance.
Displays trial balance in both functional and reporting currency. Companies in tabs.
Analyze the Cash Flow budget for each month of the year.
Analyze the newly created budget versus actual and forecast for the current year.
Shows the detailed user security in Solver Cloud which enables SOC II and HIPAA compliance.
Input form to capture statistical drivers for use in automated allocations.
Automatically allocates admin expenses to departments based on drivers (i.e. headcount).
Provides detailed headcount and employee compensation by month with budget variance.
Unique and automated one page report presenting key financial info as briefing card.
Combines actual, budget and variances for key figures from P&L, BS and statistics.
Detailed KPI report with actual and budget variances.
Shows KPIs as report and charts with variances and includes goals for the next 4 years.
Alert report where the user quickly can see exceptions vs goal (can be budget).
Graphical view of top KPIs with 13-month trend charts that includes actual last year and variance.
Automatically finds accounts with text comments and displays them with variance analysis.
Shows 15-month graphical trend analysis of expense groups and 12 months for key assets.
Shows 15-month graphical trend analysis of revenue categories with budget and predictions.
Provides easy root cause analysis of cash flow drivers, with 13-month trend and color alerts.
Indirect Cash Flow that shows current and prior month.
This report compares the current month to prior month and last year's ending balance.
Trended P&L that shows variance for each month versus prior year.
Compares departments across columns with consolidated total.
Trended P&L by month and accounts grouped by department in the rows.
P&L that provides an estimate with actual YTD + forecast and compares to original budget.
Special P&L design with comment input for the current month.
P&L variance report with modern design gives users quick KPI highlights with charts.
Compares actual to forecast and budget, and compares full year budget to actual + forecast.
Compares current month and YTD to last year and budget, with expandable YTD columns.
This report is typically used as a cover page and automatically narrates financial highlights.
This Trial Balance report helps find discrepancies by comparing to last year's actual figures.
Displays companies across columns with a consolidated total.
Enter project budgets at any level of detail.
Enter budgeted expenses per vendor. Actual history from ERP can also be integrated.
Input net Income target and algorithms automatically creates revenue and expense budgets.
Marketing budget with input per campaign.
Sales budget form with price, quantity, and margins.
Enter budgets on a 12-month rolling basis.
Enter capital purchases by department with comment, price, and quantity.
Get accurate Travel & Entertainment budgets by capturing detail per employee.
Compare budgets from prior years to analyze ACCURACY before the new budget process.
Based on actual YTD and forecast, this report helps analyze cash and liquidity needs.
Enter key drivers for your subscription revenue and automatically spread into future years.
Example of input of multi-year (5 years) forecast.
The form combines sales history from the ERP with CRM pipeline to create forecast.
Enter sales target and the form generates the forecast, then override where desired.
Enter target Net Income and the form's algorithms automatically creates the forecast.
Adjust drivers and let the form calculate salaries, benefits, taxes and headcount.
Enter assumptions that will drive the payroll and headcount forecast.
Historical months populate automatically and user enters forecast.
Track status of strategic initiatives and related accountability.
Enter strategies and then enter the associated goals.
This dashboard uses Machine Learning to suggest which opportunities to focus on.
Use sliders to change drivers for leads, win ratio, and more to derive the campaign budget.
Estimate sales by using sliders to change drivers such as quantity, win ratio, price, and more.
Simulation of cash flow with sliders where the user can increase/decrease any component.
Analysis of budgeted revenues, profit and liquidity.
Analysis of AR, AP and Cash with ranked lists and trends.
Analysis of actual and budget revenues by month and trended.
Retail dashboard with analysis of revenue per square foot.
Retail dashboard with analysis of revenue and contribution margin per employee (FTE).
Retail dashboard with analysis of volume and price per region, store and product.
Retail dashboard with analysis of sales mix per region, store and product.
Retail dashboard with revenue per product analysis.
Retail dashboard with sold quantities per product analysis.
Retail dashboard with price and volume variance analysis.
Nonprofit grants and events dashboard example.
Nonprofit membership dashboard example.
Nonprofit financial dashboard example.
Casino dashboard with game and casino analysis.
Restaurant dashboard with food & beverage analysis.
Hotel dashboard with revenue and expense analysis.
Distribution dashboard with vendor analysis.
Distribution dashboard with inventory analysis.
Distribution dashboard with customer and product analysis.
Distribution dashboard with revenue and margin analysis.
With a driver-based forecast model, companies can quickly gain near real-time visibility into projected performance and model the outcomes of different business and economic scenarios.
Forecasting and comparing multiple different scenarios.
Report shows Top 50 opportunities ranked and counted by size and probability.
Report providing analysis of marketing campaign efficiency based on CRM data.
Shows revenue and margin KPIs on mobile app.
Shows profit and margin KPIs on mobile app.
Shows financial KPIs on mobile app.
Power BI dashboard with focus on sales metrics.
Power BI dashboard with focus on profitability and related trends and variances.
Power BI dashboard with financial KPIs and direct links to financial reports in Solver.
Balance Sheet report that dynamically lists months across up to the current period.
P&L report with actual, budget, last year and variances.
Data Warehouse schema where modules and dimensions can be managed.
Example of user-defined modules in the Data Warehouse.
Example of some of the data source connectors in the Data Warehouse.
Example of company tree structure used in reports to consolidate companies.
Report that matches intercompany balances.
KPI report for analysis of budgets vs strategic goals.
Input of expenses at the GL account level, which includes line item detail, spreading, etc.
Used for top-down budgets automatically generated based on input of target net income.
Learn about consolidations, adjustments, eliminations & currency functionality.
Example of migrating your legacy reports into Solver reports.
Shows Solver Cloud with real-time reporting & budgeting for on-premise ERP system.
Budget end-user overview.
End-user overview of reporting and dashboards.
Power-user overview of reporting and dashboards.
Budget administrator overview.