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Build Custom Reports with InfoLink


Customized reports transcend departmental boundaries

If you manage a department, you need access to data that is specific to department workflows. HR managers, for example, constantly struggle with reporting demands that require flexible data modeling to retrieve data across a broad spectrum of employee-related content. And, a Central Office must be able to extract information from all departments, to assemble entity-wide data into a single meaningful picture.

While BudgetSense offers hundreds of pre-defined reports, your unique requirements may call for a more flexible reporting tool. Our answer is InfoLink.


Enhance the power of BudgetSense SmartGrids with InfoLink

Do you need a report that contains employee information stored in the Payroll and Human Resources modules? With InfoLink you can extract data from multiple BudgetSense data tables, and build reports that meet your specific needs.

Define and build your own SmartGrids; determine which columns to include, the data to query, and the range of content to include or exclude. InfoLink offers Excel-like qualifying expressions, such as > or <, to put the power of customized data manipulation at your fingertips.

Or, go a step further; InfoLink can also serve as your data dictionary connection to Crystal Reports. As you string together and manicure a report, InfoLink builds a SQL query for you in the background, to copy and paste into Crystal’s reporting engine.

With InfoLink, you can:

  • Query across all BudgetSense modules
  • Select fields and columns to customize your query
  • Review data table content, displayed in plain English for ease of use
  • Manicure queries with expression builders
  • Save completed ad hoc reports for future use
  • Transfer data to Excel, Word, or HTML with a single click
  • transfer SQL statements built for you into Crystal

You'll immediately see the savings:

  • Enhanced reporting to satisfy diverse analytical needs
  • Save time; consolidate data from multiple spreadsheets into one
  • InfoLink requires no SQL or Crystal Reports experience; produce useful reports quickly and easily
  • Obtain real-time data, to make immediate business decisions

 

Not sure if InfoLink can help your organization?
Contact your UniFund salesperson to schedule an evaluation; you'll find that your business case creates a compelling argument to add InfoLink to your UniFund solution.

 

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To share your story with the rest of the UniFund client community, contact us at $avings@unifundonline.com, so we can add your experiences to a future edition of uniNews.