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:
Open the Add-in
Click the blue "Add" button
Click "Explore"
Select the table you want to bring data from
Choose your rows, columns, and optional filters
Click "Pull Data"
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: