In today’s fast-paced business environment, the ability to efficiently manage data and collaborate seamlessly is more critical than ever. While the Nectari Excel Add-In may have been your trusted tool for getting the job done, there’s a better way. We’ve taken the flexibility and familiar interface you enjoy and added this to the web to bring you Workbooks. A powerful Excel-like reporting solution that makes it easier to access and manage reports, streamlines collaboration, and offers robust features. Here’s why it’s time to make the switch.
Accessibility
Workbooks are designed with user experience in mind. Built on newer technology, it provides a cleaner and more intuitive interface, making navigation a breeze. The best part? You can access Workbooks from any device, including mobile. There’s no need to install software locally, which means you can work on your reports anytime, anywhere. This level of accessibility ensures you’re always in touch with your data, whether in the office or on the go.
Streamlined File Management
Say goodbye to the chaos of scattered Excel files stored in numerous folders. Workbooks centralize file storage, making it significantly easier to manage. This reduces the risk of multiple versions of the same document floating around. You can better control file management with better visibility into who has access to each file. Plus, you can save time by copying entire folder contents directly from the Nectari Command Center, streamlining your workflow.
Time-Saving Features
Workbooks includes a variety of features designed to save you time. The selection page lets you filter data efficiently before your report loads, while the Drill Down Wizard lets you view detailed results in a side panel without flipping between tabs. You can also save time and drill down for different details by switching between drill down profiles and moving from one cell to another.
The Formula Wizard makes it simpler to create complex filters and visualize results. You can streamline your data analysis process with a user-friendly search bar, dynamic caching for optimized data loading, and the ability to name multiple formulas.
Powerful Data Extraction
Data extraction in Workbooks is straightforward, producing results that are automatically recognized and can be formatted as tables. You can modify column headers and automatically refresh data, keeping your reports current. You can group by, order by, or aggregate select fields and quickly create a top 10 customer list. The Pivot Wizard further enhances your reporting capabilities, providing automatic refresh options and aggregations without manual intervention.
More Visualizations
Workbooks also offer advanced visualizations with additional form controls, like as a date picker, enhancing user interactivity and insight.
Enhanced Collaboration
Collaboration becomes seamless with Workbooks. Every time you log into Nectari, you’re guaranteed access to the most recent version of your reports—no more waiting for someone to share updates. You can even embed Workbooks in other applications, including your ERP system. The straightforward distribution process doesn’t require additional Excel licenses, making sharing insights across your team easy.
Security and Software Updates
Security is a top priority with Workbooks. You can manage granular security options without IT assistance, ensuring users only see the data they’re authorized to access. You can also grant access to specific groups when saving a report.
Moreover, Workbooks automatically update whenever your Nectari server does. This means all users are on the same version, eliminating the headaches of upgrading individual workstations.
Continuous Development and Prebuilt Reports
Finally, Workbooks is continuously evolving. With ongoing development, new features are regularly added to enhance the reporting experience. Plus, it provides a robust selection of prebuilt financial reports and dashboards, offering a professional and polished look right out of the box.
In conclusion, the transition to Workbooks is not just a step forward; it’s a leap into the future of spreadsheet reporting and analytics. With its extensive features designed to enhance productivity and streamline workflows, there’s no better time to make the switch. Say goodbye to outdated tools and embrace a more efficient, modern approach with Workbooks!
