Syncing Data with Excel from Custom API Endpoints

In this Lunch & Learn session, John McPherson with ResultSet, Discusses the Custom Reports functionality within Unanet AE and how organizations can create powerful, tailored reports to meet their unique business needs. The presentation covers the Custom Reports Manager, Report Builder integration, SQL-based reporting, stored procedures, report parameters, drill-down capabilities, and report deployment options.

Attendees will learn how to build custom reports that provide deeper visibility into project, financial, operational, and management data. The session also explores report customization techniques, data sourcing strategies, security considerations, and best practices for creating efficient and user-friendly reports.

Whether you're looking to enhance executive reporting, improve operational visibility, or develop advanced analytics, this session provides practical guidance for leveraging Unanet AE's reporting capabilities to support better decision-making.