Reporting

Last updated: November 6, 2024

Aleph's reporting capabilities allow you to quickly and easily generate reports. You have the flexibility to customize reports by time period, account, department, etc. via the add-in. You can refresh your spreadsheets and update the data in real time. You can now easily update your reports every month, quarter, and year with a few clicks, connecting directly to the data source.

Aleph also allows you to pull data from different data sources enabling you to visualize your finance, HR, operations, etc. data all in one place, creating standard and bespoke reports that best fit your needs.

Explore

Create simple reports with the click of a button and a pivot-table-like experience by selecting dimensions

Follow these steps:

  1. Open the Add-in

  2. Click the blue "Add" button

  3. Click "Explore"

  4. Select the table you want to bring data from

  5. Choose your rows, columns, and optional filters

  6. Click "Pull Data"

  7. A new tab will be automatically created with the new report

Aleph Function

The Aleph function allows you to bring in data that lives in Aleph directly into Excel with a formula that is similar to a sum-if. The Aleph function makes it easy to update spreadsheets with new data without having to pull a new tab into your sheet.

Creating reports using the Aleph function in an easy and convenient way to bring specific data points from the tables into your reports. Here is an example: