The report builder for the person who knows the numbers.
Pull the data you want, lay it out how you want it, and add the hierarchies, calculations, buckets and drills that turn a data grid into a report people trust. Make it look pretty, then publish it — secured by any ERP dimension — to the people who need it.
No SQL · No BAQ · No IT ticket
A small number of report builders. Everybody else reads.
Designer is the Power User's environment — typically a financial controller or analyst. They own the report definitions, and the rest of the business consumes them in Excel, FastCharts or the browser.
Reports are built by choosing dimensions and hierarchies. There is no SQL to write and no BAQ to request.
Pre-built templates and sample solutions for your ERP give you a working P&L or ageing report to adapt rather than invent.
Publish once and the same report reaches Excel, FastCharts and the browser — no separate build for each.
New cost centre? Restructured hierarchy? Extra comparison column? You make it yourself, in the meeting if need be.
What you build with it.
Six capabilities do most of the work in practice.
Data in the grid, filters above
Add and remove dimensions to shape rows, columns and filters. Decide which filters end users need or are allowed to change when they run it.
P&L and balance sheet structures
Import a hierarchy or build one, including reporting structures your ERP doesn't hold — and group structures spanning companies.
New insight from retrieved data
Subtotals, ratios, margin percentages, variance and rolling comparisons — derived in the report rather than pasted into a spreadsheet afterwards.
Custom drills that follow the money
Define where a figure leads: to the journal, to the invoice or sales order, or across to a related report that answers the next question.
Formatting and dynamic titles
Format precisely enough for a board pack, and let titles and headings be data-driven so one report serves every company and period.
Control who sees which slice
Publish to users who can open reports in Excel and the browser. Separately, lock data down on any ERP dimension — company, cost centre, account code, warehouse by user or group.
What Designer usually replaces.
Customers most often arrive from a reporting tool that requires a specialist, or from a spreadsheet that requires its creator. Designer is a practical alternative to Epicor Financial Report Designer, Epicor FP&A and SAP Crystal Reports.
... and on Epicor, work already done in XL Connect or BAQs can come with you. FastMigrate →
Designer builds it. These three consume it.
One report definition, three audiences — and one set of numbers between them.
?Common questions about FastClose Designer
Do I need SQL or BAQ skills to build reports?
No. Designer presents your ERP as dimensions and hierarchies, so a report is built by choosing structure rather than writing queries. Finance power users build their own reports without IT.
How many people need Designer?
Usually one or two. Designer is for the people who build and publish; everyone else consumes those reports in Excel or the browser and never opens Designer at all.
Do I have to start from scratch?
No. Pre-existing templates and sample solutions for your ERP give you working reports to adapt, and standard content is available immediately after install.
How is data security handled?
Data is locked down on any ERP dimension — company, cost centre, account code, warehouse — so a single published report shows each viewer only their permitted slice.
Can a report drill into another report?
Yes. As well as drilling to transaction detail, you define custom drills to related reports, so a viewer can follow a figure to whichever view answers their next question.
Can Designer report on custom fields and tables?
Yes. Customisations and user-defined fields can be brought into reporting, and on Epicor an existing BAQ can be imported as a data source with FastBAQ.
Build your own report on the call.
Bring the one you rebuild every month — we'll build it live in Designer.