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Solver Home Page Introduction
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Home Page Overview
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Process Manager Overview
- Reporting
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Ad Hoc Reporting
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Reporting Demo
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Report Templates Overview
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Report Archive Demo
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Report Archive Overview
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Publisher Demo
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Publisher Overview
- Planning
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Planning Demo - Input Templates
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Planning Demo part 2 - End User Assignments
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Planning Overview
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Input Flow Overview
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Workflow Configuration Demo
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Workflow Overview
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Assignments Overview
- Data Warehouse and Settings
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Data Warehouse Terminology
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Data Warehouse Demo
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Data Warehouse Overview
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Settings Overview
Application Overview
This course provides an overview of Solver and each of the available applications.
Solver offers the following applications, based on your licensing:
- Process Manager – define a process flow for your users and their report and input templates.
- Ad Hoc Reporting – allows for quick, easy access to data. Available to all Reporting license users, with the related permission.
- Report Templates – here you can run reports, and share reports with your colleagues. You can also open an existing report in Excel. If you have the Report Designer license, you can also create and/or edit report templates.
- Publisher – define distribution lists for reports and report packages.
- Report Archive – the archive contains all reports that you have archived from Report Templates and any reports that other users have shared with you.
- Input Templates – users with the Report Designer license create budget templates from this application. Individual template assignments are also defined here. See Workflows for another method of creating input template assignments.
- Input Flow - users with the Report Designer license can define a relationship between templates that can automatically update associated data within associated input forms.
- Workflows – here you manage the end users’ access to input forms, monitor the progress of the planning data entry, and receive notifications by the end user when data entry is complete.
- Assignments – here you will find Workflow or input templates that are assigned to you.
- Data Warehouse – gives you the ability to create a central location for all of your organization’s financial and operational data; all in the Cloud.
- Settings – in this module you have access to Administration, User Settings, and, if you work with the Planning application, access to define distribution rules (spread methods).
Posted 9/18, Revised 4/24