This video offers a back to basics approach to FAST
Finance. We'll take a look at the Application Info tab and examine the
different ways to search for and summarize your financial reporting data. We'll
do an overview of the reporting page and show you how to quickly modify your
report display options.
This short video offers an alternative method to using the Application Info tab
to generate your report summary data. We will use the drop-down menu options to
view the level of detail that you need right from your Finance Home Page.
This video offers new users to FAST a demonstration of how to drill down
through a Chart of Accounts hierarchy to view the supporting detail. We will
go all the way down to Document Details and show you how to view or attach any
additional supporting documents.
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.
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.
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.
This video will walk your end users through the "ins and outs" of using Pinned Reports in FAST Finance Reporting. We will demonstrate how to create a Pinned Report and also how to retrieve, modify and re-execute your Pinned Reports as often as you need to. We will discuss the use of Dynamic or function-based filters and offer some 'best practices' tips on how make the most use of your own Pinned Reports!
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.
This video will explain and demonstrate the use of the User Defined report settings as an available view using the Operating Statement report. This will also re-cap how to modify and save your report settings.
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!
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!
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!
This video will give end-users a comprehensive look at how to create, modify and manage Pinned Reports within the Finance application. We will also take a look at a number of ways to modify and customize a report before saving. This will help save time and effort by not having to re-create the reports each time you need to run them.
This course will explore the main menu, the concept of “tabs”, and offer navigational tips and tricks!
This course will explain how to generate an Operating Statement, explore basic navigation of the report, demonstrate how to download your report to PDF or Excel and how to change the format or the display of the page.
This course will explain how to generate a Balance Sheet, how to drill down to view details and how to export your Balance Sheet to PDF or Excel. It will also cover some general navigation.
This course will demonstrate how to find documents without drilling down through your Operating Statements, how to find documents with attached files and also how to view or attach supporting documents.
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.
This video will give an overview of how to use Filter Options Tab, how to modify the look and feel of your Finance report and how to make use of the Advanced Options Tab.
This video will walk all end users through the use of Grouping in your FAST reporting. We will cover demos from FAST Student using grouping “counts” and FAST Finance using grouping “sum”. This tutorial can be applied to all FAST applications and is designed to give an overview of the Grouping function to show you the different options available. Grouping is a great way to summarize or aggregate your data and display your report detail in a different way, quickly and easily!
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 has a ton of important uses throughout your FAST applications!
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.
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.
This course is intended to supplement your organizational efforts to support
the transition from FAST Classic Finance to FAST Finance Reporting. The course
will offer a comprehensive overview of all the navigational changes and
similarities and offer end users a visual understanding of the key differences
between the applications. We will also begin to explore the progressively more
advanced features such as 'pinned reports' and 'dashboards'.
This course is intended for all levels of end users and should be used to supplement your own transition training.