Vertex Reporting & Analysis

Vertex Reporting & Analysis contributes significantly to tax management's ability to make intelligent, informed decisions by providing on-demand, real-time, customized graphs and charts from transaction and taxability data.

With Reporting & Analysis, you will be equipped to analyze trends and deviations from trends, itemize product taxability, delineate customer exemptions by jurisdictions, and identify irregularities before they become an audit issue.

Reporting & Analysis delivers the same high-level functionality of Business Intelligent software without the high price tag or any need for IT support.

Benefits

• Just the Information You Need, When You Need It: Vertex Reporting & Analysis is not simply a repository of standard reports; rather it allows you to sort data on your terms and your requirements to generate an unlimited range of reports. Also, the intuitive interface of Reporting & Analysis puts the power of reporting in the hands of those that use and understand the data most - the tax professional.
• Minimize the Impact of Audits: Not only does Vertex Reporting & Analysis provide you with the ability to deliver very targeted and accurate responses to audit inquiries, it's also a trouble-shooting tool that helps you spot irregularities before they can result in costly audit penalties.
• Increase the Tax Department's Value-Add to the Organization: The advanced export capabilities of Reporting & Analysis, combined with the flexibility to create charts and graphs in most file formats enable you to effortlessly compile and convert any selection of tax data into tailored reports to satisfy stakeholder requests from all levels within an enterprise.

Features

• Simple Navigation, Intuitive Commands and Easy Drag and Drop Functionality: Allows you to effortlessly create custom tables, graphs and reports without IT assistance
• Flexible Reporting Combined with Easy file sharing: Produce pie charts, graphs, or tables simply by selecting the desired data. Then easily convert export tables, pivot tables, reports, and charts into HTML, PDF, Excel, or JPEG for export or file transfer.
• All the Bells and Whistles You'd Expect Only From Expensive BI Tools:
  With Reporting & Analysis you can...
  • Query individual or groups of invoices
  • Set totals and subtotals on specified columns or rows
  • Display total tax collected in a particular jurisdiction for an exact period of time
  • Itemize product taxability or customer exemptions by jurisdiction
  • Sum purchase accruals by cost center or GL number
  • Present taxable and non-taxable sales for a product or product class
  • Identify percentage of exempt sales transactions made to customers with exemption certificates
  • Define your own workspace by selecting only the data fields you want from the transaction database
  • Sort any data field or combination of data fields
  • Compute new data columns from existing columns

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Learn more about Vertex Reporting & Analysis or contact us today.