Application Overview

Application Overview

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

About this course

NOTE: The Solver Cloud user interface (UI) was updated in January 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 4/21

 

Curriculum~ 60 minutes

About this course

NOTE: The Solver Cloud user interface (UI) was updated in January 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 4/21

 

Curriculum~ 60 minutes