Intro to FAST Budget and Forecasting

Welcome to FAST Budget and Forecasting! In this video, we'll take you on a short tour around the application home page, show you some basic navigation, menu structure and also discuss the key workflow components in the Budgeting cycle. This is a great video to start off with as you begin your training!


Budget Development: Data Entry Pages

This video is going to take a detailed look at the Data Entry options for Budget Development in FAST. We'll discuss some of the ways you can begin to get budget development data into your Budget Series' in either a centralized or de-centralized workflow. This video will focus on the correct use of the Detailed Data Entry page.


Budget Development: Import From Excel

This quick video will show you how to use the Excel Options to import your Budget Development data into a Budget Development Series. We'll cover how to download the Excel template, how to use this template correctly and the steps to import that template back into FAST to quickly and easily add line items to your Budget Development data without having to key them in manually. This will be a huge time saver once you get the hang of it!


Budget Development: Using the Operating Statement Summary Reports

This video will walk us through using the Operating Statement Budget Summary Reports to review and edit your Budget Development data for the next Fiscal Year. We'll cover how to find an use the Operating Statements, how to enable data entry at the page level for your de-centralized end users, and how to make edits to your Development data using a quick and easy pop-up method.


Budget Development: Monthly Trend Summary Report

We'll take a dedicated look at using the Monthly Trend Summary Reports to view your Budget Development data by Series as well as using the Operating Statement level to add or edit transaction data for your series' by month. This is a great option if your organization or department does monthly Budgeting.


Budget Transfers: Intro to Budget Transfers

This intro video will show you how to find the Budget Transfer module and how to create an initial Budget Transfer document. We'll cover this from both a centralized and de-centralized perspective and show you the basics to get started, create a transfer and submit it for approval! I'll also give you a quick overview of the Budget and Forecasting Quick Launch Tab.


Budget Transfers: Applying an in-year transfer to one or more Dev Series

This is a new enhancement as of Version 4.3.17 - and it's important! We now provide you with the ability to post an in-year Budget Transfer against a current Budget Admin series (which is normal) but also post that same transfer to one or more Development Series! This is a big change and will mean less redundancy and less duplicated efforts for changes that will have a trickle down impact to an in-year forecast, next year's budget development or even a future planning series!


Budget Transfers: Approvals

This video will cover the various layers of Budget Transfer approval including local and central budget transfer approval. We'll also show you how to tag your regular approvers as "favourites" so they are quick and easy to find next time!


Budget Transfers: Import from Excel

This short video will walk end users through how to use the Excel Import option to import your Budget Transfer data using either the Debit/Credit method, or the Monthly Period method.


Budget Transfers: Using the Status Report

This is an overview to give you an understanding of where to find the Status report and how to use it effectively. This can be used by any number of centralized or de-centralized end users to see a current status of your Budget Transfers in progress or completed.


Forecasting: In-Year Forecasting

This video will walk us through the concept of In-Year Forecasting. We'll discuss what forecasting is and the various ways to get your In-Year Forecast data into the forecast series we created in the last video. This is a function that can be used either in a centralized or de-centralized workflow and we'll cover how to make edits in-year and where to find the summary reports and how to use them!


Multi-Year Planning

This video will take a look at a Budgeting concept called Multi-Year Planning and walk though the set-up steps, management and reporting for up to 10 years' worth of future year planning series for your organization.


Multi-Year Planning: Navigating the Summary Reports

The Multi-Year Planning tool has been enhanced to use the Summary Hierarchy style reporting that allows you to review the detail and also drill down to the Operating Statement level to do on-the-fly, page level adjustments. This now works the same way as your Budget Development and your in-year Forecasting, although keep in mind, you can create and manage up to 10 years' worth of future-year planning series!


Welcome to the new FAST Dashboarding

Welcome to the new and improved FAST Dashboarding! Dashboarding has been completely overhauled and gives you so many more options! Let us give you a first-hand tour of the changes and what you can expect to see!


Saving and Sharing Pinned Reports

There are a number of changes in FAST 4.3.16+ and here's one of the big ones! How to create (save) and also share your Pinned Reports. We'll look at this from the end user level and also take a look at some of the administrative elements when sharing Pinned Reports to one or more user groups.


Creating Graphs and Grids

This tutorial will walk end users through the new and improved graphing as of FAST Version 4.3.16+. We'll look at how to create a basic graph and a grid and then how to add those items to one or more dashboards. This is a new and improved function in FAST and we hope you like what you see!


General: Understanding your Tabs in FAST

This short video will explain and demonstrate the difference between the Dashboard and Pinned Reports Tabs on your Home Page as opposed to the tabs within each of your FAST Applications. I will show you how to make use of each of these tabs to make your reports and your dashboard items easy to find and access. This video is intended for all users within any of our FAST applications.

Length: 9:00

General: Advanced Options

This short video offers some tips on how to use the Advanced Options to customize your report data! We will take a look at FAST Finance Reporting but you can use these tools across all areas of FAST! We will look at how to hide columns, how to re-arrange columns, how to apply custom column filters and use the Advanced Options Tab on each report.

Total Length: 10:45

General: Adding Column customizations

This video will demonstrate the various ways you can modify and customize the look and feel of any reporting page for your own personal use. We will look at applying column sort orders, applying custom column filters to refine your data and also at how to hide certain columns from your final report. These tools can be applied to any report in any FAST application and are end-user driven; that is, they are not global changes and are solely for the benefit and use of the different end-user needs that employees may have.

Length: 14:30

Virtual Columns: Course 1

Welcome to the wonderful world of Virtual Columns! In FAST 4.3.06+ you can now create virtual columns using existing column data or creating calculated formulas to create brand new information! This first course will take a look at how to create and manage your own Virtual Column by combining the content of two existing report columns!

Length: 14:35

Virtual Columns 2: Creating Calculated Columns

Welcome to the wonderful world of Virtual Columns! Part 2 in our Virtual Column Series will walk you through an introduction to creating calculated virtual columns; that is, columns based on a formula or equation to produce your own custom column in your FAST report!

Length: 10:00

AD Hoc Dynamic Selection Reporting

This quick video is a general FAST training video that covers a new feature added in Version 4.3.15 called Ad Hoc or Column Level Dynamic Selection Reporting. This is a great way to capture populations of ID's or other report values and applying them quickly and easily against another FAST report! This video is module neutral.


Column Level Dynamic Selections you want to save

This quick video is a general FAST training video that continues to look at the new "Ad Hoc" or Column Level Dynamic Selection Reporting Tool. This video will show you how to capture the selection but also save it for future or ongoing use! This video is module neutral.


Report Scheduler - Personal Pinned Reports

This video is designed for ALL FAST Users who wish to explore the brand new Report Scheduler functionality introduced in FAST Version 4.3! We are going to cover an intro to the Report Scheduler and show you how to schedule your personal Pinned Reports to be delivered to your inbox at regularly scheduled intervals. It is important to have a solid understanding of how to set up and manage your Pinned Reports before beginning the Report Scheduler.

Length: 13:45

General: Dashboards and Graphing

This course is intended to cover the basic principles of advanced Dashboards and Graphing in any of the FAST reporting applications. Students will learn how to create, manage and organize their own Dashboards and then learn how to create a basic graph from a typical reporting page. To do this, we will cover the Advanced Options and the fundamentals of changing the look and feel of reports to aggregate the data in a different way. We will cover how to build graphs and grids to make available for quick and easy access on the dashboard of your choice.

Length: 38:41