In this release, we're significantly enhancing your experience with Workbooks and nearing the completion of Workbooks’ feature parity with the Nectari Excel Add-In. Distribution and Import from the Excel Add-In will be coming in future releases this summer. We've also curated a wide range of new templates tailored to meet the unique needs of our valued Sage X3 manufacturing customers, Sage 300, and Sage Intacct nonprofit customers.
Workbooks
With our latest release, we're bringing you a powerful tool for ad-hoc reporting, the Pivot Wizard! You can extract your data, drill down on it, add custom formulas, and format it to your liking. Whether you prefer to use our prebuilt workbook templates or create your own report from scratch, the choice is yours. We've added some exciting new features in Release 6, making reporting tasks easier and more flexible.
Performance improvements
We're committed to providing you with a seamless and efficient user experience, so get ready for a smoother experience and enjoy 2-5x faster Workbooks performance when opening a workbook or changing a filter. We've also enhanced the customer experience during data refresh, so you'll see an overlay while data is being refreshed and will notice less screen freezing.
Pivot Wizard
Introducing our new Pivot Wizard, designed to save you time and effort, streamlining your data analysis! With this tool, you can create pivots using your own data and analyze large data sets without the need for complex formulas. Simply select your data model and fields and aggregate data with functions like SUM and AVERAGE. The Pivot Wizard includes options to automatically refresh the results upon opening the workbook or changing the filter values. The Pivot Wizard is perfect for sales and inventory analysis, and it can even assist you in preparing monthly financial reports.
Drill down on data extractions
Enjoy more flexibility and drill down on any measure from a data extraction. Drill down profiles can now be applied to both types of cells – those containing a measure from a data extraction and those containing a custom formula. This means that you no longer need to build a formula to perform a drill down. However, using the Formula Wizard will still be required if you want to perform calculations on data from different data models.
New Prebuilt Templates
Sage X3 Manufacturing
Navigate today’s manufacturing challenges and ensure operational efficiency to maintain your competitive edge and thrive. Gain strategic insights that can help you meet regulatory compliance requirements, enhance product quality, streamline operations, and anticipate and mitigate potential disruptions.
Sage 300 Workbooks
Save time and standardize your reporting with new financial templates in Workbooks. These fundamental reports can help you assess your business's financial health and performance. They include variations of a Trial Balance, Profit and Loss Statement, Balance Sheet, and Cash Flow Statement.
Sage Intacct Not-for-Profit (NFP)
Gain data-driven insights to inform decisions on resource allocation, program effectiveness, and strategic planning. By analyzing donor data, Nectari can help you improve your fundraising efforts, donor retention, impact assessment, financial management, operational efficiency, and risk mitigation.
