Q&A Reporting for SunSystems

Query and Analysis (Q&A), previously known as Vision, is the core reporting module for Infor SunSystems. It gives finance teams the ability to build, run, and distribute reports directly from live SunSystems data, using Microsoft Excel as the reporting environment.

Q&A allows users to create detailed financial reports without needing specialist technical knowledge. Reports can be designed quickly, refreshed in real time, and shared securely. Alongside reporting, users can analyse results, schedule automated report runs, and upload data such as transactions and chart of accounts directly into SunSystems.

The latest version, Q&A11, operates entirely within Excel and replaces the standalone Executive application used in Q&A10. This makes it more accessible to those already familiar with Excel, further reducing the learning curve.

Q&A is widely adopted across organisations because it is straightforward to use and provides fast access to meaningful financial data. Managers and staff can view current balances, drill down into transactions, and respond to issues quickly—without relying on IT teams.

When using SunSystems alongside UniFi BI, you gain further insight.

While Q&A connects directly to SunSystems, UniFi BI brings together data from multiple systems and presents it in a visual dashboard format.

You can build summaries, spot trends, and compare performance across departments and entities. This combination of Q&A for detailed reports and UniFi BI for visual insights gives you a comprehensive financial analysis setup.

Both tools support real-time access to data, so you can make faster, informed decisions based on what is happening now.

Infor Q&A XL

Q&A XL is an intuitive addition to the capabilities of Microsoft Excel and provides fast and adaptive ways to interact with your data. The extensive functionality of Excel is enhanced through Q&A XL, enabling powerful reporting and presentation of real-time data from your core Sun Accounts software.

It includes full drill down functionality within reports and provides enhanced analytical power to assist your decision-making processes.

As a flexible reporting, analysis and alerting add-in for Microsoft Excel, Q&A XL provides a dynamic link between SunSystems and Excel allowing users to easily and securely extract and analyse data from SunSystems in real-time.

Q&A XL is an Excel add-in displayed as an item on the menu bar or as a toolbar. Purpose-built functions represented on the Q&A XL menu allow dynamic and flexible access to data from any data source to populate your Excel worksheets.

Q&A XL Features

1. Powerful report designer provides for flexible reporting
2. Ability to perform multi-dimensional analysis using user-defined analysis
3. Functionality for performing statistical reporting
4. Q&A XL supports security features to ensure only authorised users can access sensitive data (e.g. by account or analysis dimension)

Infor Q&A Alert

Q&A Alert is a system-wide scheduling and alerting system, automatically running reports in response to user specified criteria or triggered from a scheduled task, distributing them to the right people in their preferred format.

With Q&A Alert, any Q&A report can be processed on a time, event or exception driven basis with distribution via e-mail.

Alerts can be generated in any report to act as triggers for “push” style reporting. For example, you could automate the running of Q&A workbook and drill path extractions, which are then emailed to the desired users.

Q&A Alert Tasks

Q&A Alert allows any number of tasks to be created that can contain inter-dependent processes. If a financial tolerance is exceeded within a SunSystems account or department, for example, an alert is triggered that automatically generates one or more predetermined responses such as distributing the report via email, outputting into a Microsoft Excel file.

Q&A Alert Scalability

Q&A Alert is available as a client-based or server-based solution. Client based alert enables simple “push” activity based reporting while server based alert supports multi-user collaboration and task sharing.

Infor Q&A Executive

Q&A Executive is a standalone desktop reporting and analytical processing tool. In 2019 it was merged into Q&A11 XL. It allows you to dig deeper into the details of your report by applying the built-in analytic functions such as drilldown, expand, breakout, and cube analysis.

It also allows you to save frequently used analysis procedures to run and update the report. The analysis paths can be stored to be available every time a report is prepared.

Q&A Executive Security

Q&A Executive provides security features to ensure that only authorised users can access sensitive data. Assigned user privileges are fully respected. The information a user can access will depend on the privileges assigned to that user.

Q&A Executive Cube

Q&A enables any query to be output as a cube. This provides the capability to slice and dice data held in relational databases. You can analyse a report, cell or group of cells by performing ad hoc drills and save cubes for offline browsing.

Q&A Executive Features

1. Powerful standalone reporting package
2. Incorporates a worksheet, word document output and charting facilities
3. Enables multi- dimensional and flexible analysis with drilldown, expand, breakout and cube analysis
4. Output of results in multiple formats, including Microsoft Excel, PDF and HTML
5. Full archiving facilities
6. Client and browser versions