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Analytical Workspaces (Embedded Power BI)

Overview

Analytical Workspaces

Bank Management Workspace
Bank Balances Report

x

Benefit Management Workspace
Benefit Enrollment Overview Report

x

Employee Benefit Report

x

Cash Overview Workspace

Cash Flow Forecast Report

x

Cash Overview Report

x

Currency Forecast Report

x

Bank Balances Report

x

Compensation Management Workspace

Compensation Overview Report

x

Compensation Demographic Analysis Report

x

Position Pay Analysis Report

x

Compensation Plan Analysis

x

Customer Credit and Collections Workspace

Collections Overview

x

Credit Overview

x

Credit Limit

x

Customers over credit limit

x

Customers past due

x

Aged Balances

x

Expected payments

x

Write offs

x

Collection Status

x

Collection Letters

x

Financial Analysis Workspace

Financial overview

x

Credit Overview

x

Credit Limit

x

Customers over credit limit

x

Customers past due

x

Aged Balances

x

Expected payments

x

Write offs

x

Collection Status

x

Collection Letters

x

Ledger Budgets and Forecast Workspace

The standard Business Documents layouts are shown below :

Ledger Actual Vs Budget

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