At its core, Unit4 Excelerator integrates directly into Microsoft Excel, transforming it from a standard spreadsheet application into a dynamic reporting hub. This integration allows users to access business data in real time, pulling from various databases or financial systems, and presenting it within the rich, interactive interface of Excel. By doing so, users benefit from Excel’s native functionality - such as formulas, pivot tables, charts, and formatting—while working with live business data.

A standout feature of the Unit4 Excelerator is its ability not only to report on data but also to post data back into business systems if required. Users can manipulate information within Excel, then, if permissions and workflows allow, submit updates or transactions directly from Excel back to the underlying Unit4 system. This two-way interaction streamlines business processes, reducing the need for redundant data entry and minimising errors.

The tool is designed with flexibility in mind. Whether your business requires comprehensive, detailed reports or high-level summaries, Unit4 Excelerator adapts to your needs. You can create reports that drill down into transactional data, show year-on-year comparisons, or simply provide an executive overview.

The Unit4 Excelerator Reporting Tool applies the security and validation settings of your Unit4 ERP/Unit4 ERPx application, you only need to create one version of the reports for instant online distribution – safe in the knowledge that each recipient will only be able to see the data for which they have permission.

One of the key strengths of the Unit4 Excelerator Reporting Tool is its customisability. Users can tailor reports to reflect specific business structures, workflows, and branding requirements. Custom calculations, conditional formatting, and advanced Excel features can all be incorporated, ensuring that each report aligns perfectly with the unique demands of your organisation.

The Excelerator report scheduler and distributor module allows you to schedule Microsoft Excel and XL reports with the option to specify the destination and file type. Reports can be output to a SharePoint site, where alerts can be configured, or to a task in our process control and automation tools.