Interactive Intercompany Reports for users without HFM access
The MerlinXL Instant Intercompany module provides the same easy to read intercompany report and the same functionality of the Excel based Intercompany Wizard, for users who don’t have an HFM account.
The Instant Intercompany module reuses the intercompany data extracted from HFM and makes it available for any user with MerlinXL.
Administrators can schedule the frequency of the Instant Intercompany report generation, to ensure the efficiency of the HFM server processes. As well as this, power users can be given the ability to run the reports on demand.
With standard HFM Intercompany Reports, the report is generated each time a user runs it, which at month’s end can tie up server resources (as many users try to run their intercompany reports at the same time).
With the Instant Intercompany module, the data is extracted once, but can be viewed by any number of users simultaneously.
The Instant Intercompany module can be configured to refresh the intercompany data after a set number of minutes from 1 to 1000 minutes.
A unique feature of the MerlinXL intercompany reports is its ability to record a reason and action against each mismatch, and to write a short comment alongside this.
The comments and reasons are then saved with the mismatch item and viewable by all users, who subsequently run the same report. This allows other users to see who is investigating each mismatch, reducing any duplication of effort, and also allows managers to track the process of the intercompany matching process.
By sharing this information via the intercompany report, the number of emails with attachments that need to be sent following up mismatch investigations is reduced.