Cool Feature Alert!

March 1st, 2017

Visualizations…I have a feeling you haven’t tried them yet, but they’re awesome now so it’s time!

Let’s say you have a report that gives you a ton of really valuable info…but I know sometimes you might wish that you could display some of that great data visually instead of just a bunch of data. A picture paints a thousand words, after all, right?

Here’s how it works:

Let’s say you have a column where you are tracking Budget Variance information… if that Budget Variance is favourable (like really favourable!), maybe you want to display the number with a nice big happy face! Now if it’s favourable but starting to slide a little, maybe you want to display that variance data with a caution sign. And of course if that variance has slid past the point of where you’re comfortable, maybe you want FAST to show you that data as a big, red “thumbs down”….you choose the parameters and you choose from our huge library of cool and cheeky images!

Run the report and then get visual indicators about where that budget really is! Plus, this works in any and every FAST App! Create cool Visualizations for age grouping of employees, application status or course enrolment numbers – the sky’s truly the limit!

PS – don’t forget to add a Virtual Column so that you can see both the original data and the Visualizations side by side!

Ensuring Supporting Documents are Confidential!

February 9th, 2017

For those of you using FAST JV, Web Req and/or Budget Transfers, there is an important, but often overlooked feature that allows you to ensure that any supporting documents you upload remain Confidential! In other words, they won’t be shared with other systems or flow through to the documents page in FAST Finance Reporting! Confidentiality is a big deal – make sure you know exactly what is going to show up and who can see it!

This can be crucial if those documents are sensitive in any way! You can opt to make all document uploads confidential or just pick and choose depending on the type of document being included.

As an Administrator, you can also pre-define the default for your Application by setting Configuration Setting #1338. End users can still override this setting by selecting (or de-selecting) the indicator.

Schedule it and leave the rest to FAST!

January 30th, 2017

We know you love your Pinned Reports….who doesn’t? But are you making use of the Report Scheduler yet? Once you create your own Pinned Reports, you can schedule them to deliver, right to your e-mail in-box at any interval you decide! That means you don’t even have to remember to “run” that report to get your hands on that data when you need it.

Here’s the skinny on how it works:

  1. Save your Pinned Report (as private)
  2. Click “Schedule”
  3. Choose a delivery schedule!
  4. You can pick everything from:
  • Frequency (Daily? Weekly? Twice a week? Monthly? Quarterly?)
  • Time of day
  • Duration (A couple weeks? A couple months? Till the end of the year? Forever and beyond?)
  • The format – choose from PDF, Excel or CSV
  • Hit GO and leave the rest to us

Nothing could be simpler! When you’re done, click on your “My Schedule” Tab to check out your delivery schedule at-a-glance and then just sit back and wait for those reports to start rolling in.

The rumours are true…. Virtual Columns are now available!

January 16th, 2017

You can now create “virtual” columns at either the individual level or even at a global level for all end users of the report! This gives you the amazing ability to add one or more NEW columns to your report results! Just think of the possibilities:

  • Concatenate two or more columns in the report quickly into ONE
  • Create a formula based on existing column data…something like:
    • Column C \ Column F – Column B = BRAND NEW USEFUL COLUMN X
  • Duplicate an existing column to display it a second time and/or use Virtualizations to render it as a visual icon or image

The possibilities are endless and the power is amazing! Customize your report, YOUR way.

Here’s a quick run-down (but be sure to check out the detailed training videos for a way more thorough explanation!):

  1. Make sure you are running 4.3.06 or higher – if you’re not, what are you waiting for?
  2. Run your report
  3. Click the GEAR button on the top left hand corner of your report:

  1. Click + to add a new column
  2. Fill in the Virtual Column worksheet to define the parameters of your new column including title, width, format, and of course the formula. The formula is the trickiest part, so be sure to ask for help if you need it!
  3. Click SAVE and the report will re-execute with your new Virtual Column right where you want it!

Best part is, you can still use any of the Advanced Options, Grouping features, Pinned Reports, Graphing and more to refine, aggregate or modify your new report data!

Don’t like one of the titles of a report column or don’t think it quite captures the information correctly?

January 3rd, 2017
How about changing it?

If you are an application administrator, did you know that you can do this yourself  and on a global level? Here’s how:

  1. Locate the Report and find the Administration Tab (note: this is probably under your + More tab)
  2. The first tab, called Datagrid Columns lists all the current columns in this report.
  3. Locate the column title you wish to change; change the text right on this page! – the cell is case sensitive and if you need to make it slightly wider or more narrow, just change the “width” column right next to it!
  4. Click Save and update changes.

Re-run the report – it is now changed for all end users who run this report!

Do you use the same transaction or workflow approvers over and over again?

October 12th, 2016

Let’s simplify things a little!

Did you know you can tag them as “faves” on the Approval page so you don’t have to keep searching for their Employee ID’s every time?

The best part is, tag them ONCE and they maintain as long as you need! AND if you use the same approver in FAST Budget and Forecasting, JV and Web Req, they’ll automatically carry over to your other apps!

The process is simple:

  1. Click on “send for approval” in whatever application you’re working in
  2. Locate your approver using the search box or typing in their Employee ID
  3. Once you find him/her, click the yellow STAR button next to the name
  4. Never search again! Next time you need to send for approval, just click from your list of TAGGED approvers.

approvers

You can also tag as many as you like if you use more than one on a regular basis!

Ever wonder what’s new in FAST or how the heck to keep on top of all that great stuff?

September 19th, 2016

If you have not yet checked out the FREE FAST “How Do I?” Video library, you’re definitely missing out! The Video library is available on the Training Video Tab of your FAST Portal home page. Did I mention it’s FREE to all FAST users?

The best part is, this is your one-stop shop for not just all the latest and greatest new FAST features but you can also brush up on some of the classic tools that you may not use every day. The videos are short & sweet (5 minutes or less) and cover one key feature or concept in FAST! Most of the videos are module neutral which means you can apply the tips and tricks to any FAST application.

We have tons of topics to choose from and update the video content monthly to correspond with our new release schedule! There is also a dedicated tab to cover all of the “admin” features in FAST!

Did I mention it’s FREE? You really need to check it out. This is going to help everyone!

How to use Column Level Filters

August 31st, 2016

We know you love your reports but do you ever wish you could tweak them just slightly? Have you tried using the Column Level Filters yet? If not….you haven’t lived! Ok maybe a slight exaggeration.

Now here’s what you need to know:

  1. Run a report of your choosing (I would pick one for you but there are just too many that I love!)
  2. Choose a column that you want to modify
  3. Click on the Column Header (right on the title will work…and NOT a right-click!)
  4. A column level toolbar will display!

Here are your choices (because unless you’re a Pisces like me, you LOVE choices!):

  1. Apply a Column Level Custom Filter to further refine your results
  2. Sort your column ascending or descending
  3. Plot your column as an X or Y axis for your soon-to-be awesome graph!
  4. Hide your column (if you decide you don’t really like it that much after all)

 

Still need a bit of help with this? Check out the training videos or reach out for some custom training options!

 

Need to “alert” your audience to something important? Need I say more?

July 26th, 2016

alerts in FAST

Are you taking advantage of the FAST Alert system? Alerts are available to Administrators on both the FAST Portal Home Page (global) and every single FAST application Home Page.

Use the Alerts to remind your staff to submit their budgets by the deadline, to make sure grades are entered before the end of the term, or to remind them of the department pot-luck next Friday!

You can set Alerts to appear and disappear based on a pre-determined schedule, or just leave them up until you’re ready to change or delete them!

 

Are you using the right “back” button?

July 11th, 2016

Many people still don’t realize….FAST has its very own “Return To” button that helps you re-execute the last report you ran! Use this instead of the back button in your browser for consistent results every single time!

The “Return to” button will automatically redraw the last report you ran and include any filter options you used to produce it.

Take that a step farther by clicking the Return to Report button next to it and generate a list of all the reports you’ve run today! Report details include the report title, the time you executed the report, any filter options you included and it even shows you whether or not it was a Pinned Report! Just click on any to re-run on demand!

back button

It’s a quick and easy way to reproduce the same report data the same day.