October 2024 Update

New Workbook Menu

New workbook menu features including

  • Sidebar Menu Show | Hide with Company selector
  • View By Recent | Favourites | All workbooks.
  • Group Workbook by Owner | Category. 
  • Options to Display | Hide Tab Reports menu
  • Set Favourite Workbooks
  • Show | Hide Workbook Attributes
  • Filter Workbook Attributes
  • Search Menu 

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User Admin - Access Restrictions (Workbooks Only)

New user admin features to restrict user access in report modules to selected Division Levels, Tracking Categories, Jobs, Classes,  Salespersons. See Control User Access to Companies and Reports

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Monthly Budgets - Enhancement for Prefill and Reforecast

New budgets can be prefilled from Actuals, Other budgets or Budgest sessions. Budget session can be reforecast allow comparison of Actual, Budget and Reforecats Budget. See Monthly Budgets

Workbook Enhancements

Workbooks now open in View  mode and have the report editing buttons hidden. Press Edit Mode to edit reports.

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When in Edit Mode several button become available.  the label allows you to return to view mode

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Pivot table Filter, Sort and Search can be used for online analysis of reports

 

 

 

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