Welcome

Welcome to Factview version 5

Welcome to the user manual for Factview version 5.

Factview version 5 features a revamped user interface that is clearer, faster, and more user-friendly. Many functions have been improved, while the familiar workflow has been retained.

This manual guides you step-by-step through using Factview. You can use it as an introduction for new users or as a reference guide to quickly find information about a specific function.

Factview at a glance

The image below shows the start screen of Factview version 5.

The key components are:

1. Main menu

Use the menu on the left to navigate to the various sections of Factview, such as:

Data;

Open reports;

Budgeting;

Publishing;

Forecasting;

Consolidations.

2. Top bar

The top bar allows you to, among other things:

view notifications;

change the active financial year;

switch between files;

open the user menu.

3. Overview page

The overview page provides immediate insight into key information regarding the selected file, such as:

recent activity;

logged-in users;

points of attention;

quick actions.

4. Quick start

Use the "From administration to report" tile to access the key steps for converting an administration into a report.

5. Open directly

Under "Open directly," you will find shortcuts to frequently used sections, such as:

Link administration;

Import files;

Datasets;

Structure mapping;

Factviews.

6. Quick actions

On the right-hand side, you will find handy shortcuts to, among other things:

Import templates;

New in Factview;

Contact us;

User manual.

New in version 5

Version 5 introduces a revamped user interface featuring:

a clearer start screen;

improved navigation;

redesigned report menus;

more flexible report views;

a modern, faster user experience.

Factview's functionality remains largely the same, but various screens have been redesigned to enable faster and more efficient work.

Where would you like to start?

New user

Is this your first time using Factview?

➡ Go to Quick start

Here you will learn how to:

• link an administration;

• import data; map accounts;

• open and analyze reports.

Managing data

➡ Go to Data

Here you can read how to link entities, import files, manage datasets, and map general ledger accounts.

Reporting

➡ Go to Reporting

Learn how to open, analyze, and customize reports using the various report menus.

Budgeting and forecasting

➡ Go to Budgeting or Forecasting

This section explains how to create and manage budgets and forecasts.

Publishing

➡ Go to Publishing

Read how to make reports available to other users.

Consolidations

➡ Go to Consolidations

Here you will learn how to combine multiple entities into a single consolidated report.

Tip

Use the quick-access tiles on the overview page to navigate quickly to frequently used functions, such as importing data, mapping accounts, or opening reports.