Finance Video Tutorials - Advanced

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

Finance: Your Report Format

This video will walk your end users through the process of changing your basic Operating Statement from Current Year to any of the other available report format types and options. We will cover some basic best practices and navigation of the Finance Application Info tab and then show you how to change your report display using a variety of tools and techniques.

Total length: 11:00

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

Virtual Columns: Troubleshooting Errors

Welcome to the wonderful world of Virtual Columns! This short tutorial in our VC series will walk you through how to troubleshoot your Virtual Column if you accidentally create a flawed formula that causes your report to fail. Keep calm and watch on!

Length: 7:30

Finance: User Defined Report

This video will explain and demonstrate the use of the User Defined report settings as an available view using the Operating Statement report. We will also re-cap how to modify and save your report settings.

Length: 11:45

Finance: Dashboards and Graphing

This is an introduction to the Dashboard tab within FAST Finance Reporting. We will demonstrate how to create multiple dashboards that can be managed at the end user level. We will also create a basic graph from our report data and illustrate how to attach your new charts and graphs to your various dashboards! This is a great course for those who would like a visual and interactive representation of their report data.

Length: 16:15

Finance: Fund Orgn Access Report

This quick video will walk you through how to run and interpret the Fund Orgn Access Report in FAST Finance Reporting.

Length: 4:30

FAST FINANCE: Financial Statement Editor

This advanced course explores the functionality of the FAST Financial Statement Editor. This course will cover how to create a new schedule, how to build, run, modify and delete a schedule, and how to “pin” or save a financial statement for future use. This is an advanced course and is intended for power-users of the FAST Finance Application.

Length: 31:20

Finance 300: Advanced Query and Page Builder

This course will introduce students to the concepts and functionality that exist in the FAST Finance Report Builder. Students will learn how to create their own custom built queries and then turn those queries into custom-built reporting pages that have the same look and feel as the baseline application reporting pages.

Length: 43:10

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

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

General: Dynamic Selection Reporting

This video is going to take the fear out of using dynamic selection reporting! We will break it down in two examples using both FAST Student and FAST HR and show you how to create dynamic selections using FAST reports or importing an Excel spreadsheet right into FAST! This tool allows you to run an existing dataset against another report in FAST. This is considered an advanced feature but one that has a ton of important uses throughout your FAST applications!

Length: 17:30