Helpful Hints Newsletter

July 6, 2017

Create a Report with the Beacon Add-in.

Are you reporting on the data available in Beacon Finance?
Do you know you can easily create custom reports in Excel using the Beacon Add-in?
Set up your report how you'd like to view the data, and let the Beacon Add-in do the work for you!

Watch our brief video tutorial below to find out how:
 
Click the image above to view the step-by-step instructions on creating a report in Excel using the Beacon Add-in.

Keep an eye out for more Helpful Hints related to utilizing the full potential of the Beacon Add-in.

Please note: The Beacon Add-in must be installed on your workstation in order to utilize the functions. Please contact us at [email protected] if you need assistance with the installation process.