Self Service Reporting

Self Service Reporting 2018-06-14T17:00:25+00:00

Many clients have successfully replaced their existing Custom Reports with Self Service Reporting, taking advantage of the new functionality and the greatly expanded column and filter options. Here’s a sampling of functionality we’ve added with this new tool:

  • 106 new Invoice and PO report columns
  • 26 new Invoice and PO report filters
  • Customizable report descriptions
  • Easy drag and drop report builder
  • Easily share reports with user groups
  • Quickly change filters when running reports
  • Multiple approver names per report line
  • New legal size option for PDF output
  • PDF column headers on each page
  • Sort and reorder report data on-screen in real time

Check below to join our upcoming training sessions on how to use and build out new reports in NexusPayables.

Self-Service Reporting Tool Web Training Sessions

During these sessions, an instructor will demonstrate the following functionality:

  • Accessing & navigating the Reporting Tool (“New!”)
  • Building a report
  • Configuring filters & permissions
  • Running a report, viewing an individual record & output options

Click on any date below to register for a session:

Wed, June 20, 1:30 PM – 2:30 PM EST

Wed, June 27, 1:30 PM – 2:30 PM EST

Self-Service Reporting: Live Hotline!

If you’d like a bit of personal attention, join us on the Self-Service Reporting: Live Hotline! During these times, a Training Services team member will be online to answer your “How to build/replicate?” questions and support you as you become more familiar with this highly flexible data extraction tool.

Please note:

  • Please plan to attend one of the Self-Service Reporting: Web Training sessions first if you wish to participate in the sessions below
  • Each session is limited to 4 participating customer organizations
  • Each participating organization has up to 15 minutes of support from the trainer
  • If we’re not able to field your questions within the session’s hour, please email training@nexussystems.com to schedule a follow-up call

Click on any date below to register for a session:

Thurs, June 21, 1:30 PM – 2:30 PM EST

Thurs, June 28, 1:30 PM – 2:30 PM EST