Turning Unanet Data into Executive Intelligence for FP&A/Financials & Project Reporting

In this Lunch & Learn session, representatives from PARIS Technologies (Jack Guarneri & Eric Ulkloss) join OAS to demonstrate how organizations can extend the reporting capabilities of Unanet AE through Excel integration and PowerExcel. The presentation showcases how users can access, analyze, and report on Unanet data directly within Microsoft Excel while reducing manual effort and improving reporting flexibility.

Attendees will learn how to retrieve live Unanet data, build reusable reports, automate reporting processes, create custom financial and operational analyses, and leverage familiar Excel functionality to gain deeper business insights. The session also highlights dashboard creation, report distribution, data refresh capabilities, and best practices for improving reporting accuracy and efficiency.

Whether your organization relies on Excel for financial reporting, project analysis, KPI tracking, or executive dashboards, this training provides practical guidance for combining the power of Unanet AE with advanced Excel reporting tools.

This session is ideal for accountants, financial analysts, project managers, executives, and Unanet administrators looking to enhance reporting capabilities and improve access to business-critical data.