Application Overview

Application Overview

This course provides an overview of Solver and each of the available applications.

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About this course

NOTE: The Solver Cloud user interface (UI) was updated in January & July 2021. Much of the training content has been updated, however, some videos still display the legacy naming and UI.

 

Solver offers the following applications, based on your licensing:

 

  • Process Manager – define a process flow for your users and their report and input templates.
  • Report Templates – here you can create report templates (if you have a Report Designer license), run reports, and share reports with your colleagues. You can also open an existing report in Excel.
  • 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 7/21

 

Curriculum~ 60 minutes

About this course

NOTE: The Solver Cloud user interface (UI) was updated in January & July 2021. Much of the training content has been updated, however, some videos still display the legacy naming and UI.

 

Solver offers the following applications, based on your licensing:

 

  • Process Manager – define a process flow for your users and their report and input templates.
  • Report Templates – here you can create report templates (if you have a Report Designer license), run reports, and share reports with your colleagues. You can also open an existing report in Excel.
  • 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 7/21

 

Curriculum~ 60 minutes