ECS PATHFINDER
What's holding your Infor reporting back?
Pick the Infor reporting problem closest to yours to see where to start, who does the work and how you'll know it's working. Free, two minutes, no sign-up.
Free checklists to download: Accounts Payable Tie Check · Missing Account Check
Work in HR, payroll or supply chain? Start here: HR & payroll reporting · Supply chain reporting
Trust the numbers
Our reports don't agree with the General Ledger.
Those are the four we hear most. Below are all ten, grouped by goal, plus what to do when several apply.
Which problem sounds most like yours?
Choose one to see your suggested starting point.
GOAL CATEGORY: TRUST THE NUMBERS
Our statements don't tie to the ledger
FINANCIAL STATEMENT BUILDSupports: Trust the numbers
Start: Financial Statement Build
Your team builds one income statement or balance sheet in GL Report Designer, in guided sessions led by an ECS-qualified instructor. ECS supplies the blueprint and checks that it ties to the ledger before handover.
WHAT YOUR TEAM DOES NEXT
Run the tie-out before the statement is released; route any difference to the report owner.
HOW YOU'LL KNOW IT'S WORKING
Statements released with a completed tie-out; days from close to release.
Book a free Private Reporting Review See the Financial Statement Build
An account is missing from our statements
START WITH A CALLSupports: Trust the numbers
Start: Missing Account Check
Find accounts that never reached your reporting chart. A tie-out cannot catch this, because both sides read the same chart.
WHAT YOUR TEAM DOES NEXT
Run the check before each release and map any new account the same day.
HOW YOU'LL KNOW IT'S WORKING
Unmapped accounts found before release, not after.
Book a free Private Reporting Review Download the free Missing Account Check checklist
A new controller or CFO wants statements they can trust
FINANCIAL STATEMENT BUILDSupports: Trust the numbers
Start: Financial Statement Build
A blueprint for the statement, a build your team does in guided sessions led by an ECS-qualified instructor, and a live check against your ledger at handover.
WHAT YOUR TEAM DOES NEXT
Your builder follows the blueprint; your controller approves the handover check.
HOW YOU'LL KNOW IT'S WORKING
A statement that ties, with an owner and written instructions.
Book a free Private Reporting Review See the Financial Statement Build
We turned on Infor's AI assistant and aren't sure we can trust its numbers
START WITH A CALLSupports: Trust the numbers
Start with a free Private Reporting Review
Trace the AI's answer to a report Infor already delivers, tie it to your ledger and check that nothing is missing. Your team learns the steps and uses them whenever the AI gives a number that matters.
WHAT YOUR TEAM DOES NEXT
Before an AI figure goes into a report or a meeting, find the delivered report it should match and compare the two.
HOW YOU'LL KNOW IT'S WORKING
AI figures used only after they trace to a delivered report; differences found before they're shared.
GOAL CATEGORY: CLOSE FASTER
Accounts Payable doesn't tie to the General Ledger
START WITH A CALLSupports: Close faster
Start: Report Tie-Out: AP to G/L
$7,500 · one entity and control account. Your team learns to tie Accounts Payable to the General Ledger control account, using the Invoice Accrual Reconciliation report Infor already delivers, trace anything that doesn't tie, and repeat the tie each month.
WHAT YOUR TEAM DOES NEXT
Run it each close; route any difference to the payables owner.
HOW YOU'LL KNOW IT'S WORKING
Months tied to the penny; time spent reconciling Accounts Payable.
Book a free Private Reporting Review See Report Tie-Out: AP to G/L Download the free Accounts Payable Tie Check checklist
Month-end reporting is manual spreadsheet work
START WITH A CALLSupports: Close faster
Start: Close Pack Setup
Put every month-end report into one pack that runs together, starting from reports Infor already delivers.
WHAT YOUR TEAM DOES NEXT
Name one owner for the pack and set the order the reports run in.
HOW YOU'LL KNOW IT'S WORKING
Preparation time per close; reports rebuilt by hand.
GOAL CATEGORY: CONTROL COSTS
Managers keep asking Finance where they stand on budget
FEATURED REPORTSupports: Control costs
Start: Budget Watch
The delivered Birst Income Statement, made into a view each department manager can use: their own budget, overruns flagged, drill-down to every transaction, checked against your ledger.
WHAT YOUR TEAM DOES NEXT
Give each manager access to their department view; Finance answers only the exceptions.
HOW YOU'LL KNOW IT'S WORKING
Budget questions to Finance each week; managers using Budget Watch.
GOAL CATEGORY: KEEP REPORTING RUNNING
The person who built our reports has left
START WITH A CALLSupports: Keep reporting running
Start: Report Handover
List the critical reports, write owner instructions for each, and train a backup through the ECS lessons.
WHAT YOUR TEAM DOES NEXT
Have a second team member run each critical report on their own.
HOW YOU'LL KNOW IT'S WORKING
Critical reports with a trained backup and current instructions.
Our conversion only covered some of our reports
START WITH A CALLSupports: Keep reporting running
Start: Conversion Gap Closure
Sort the reports you still rely on into mapped, adapted or rebuilt, work through them in your test environment, and prove each one against the original.
WHAT YOUR TEAM DOES NEXT
List the reports your team still runs from the old system, and name an owner for each.
HOW YOU'LL KNOW IT'S WORKING
Reports converted and proven; reports still rebuilt by hand.
Our reporting stopped improving after the project ended
REPORTING ADVANTAGESupports: Keep reporting running
Start: ECS Reporting Advantage
Each month ECS finds the next reporting improvement, defines it, guides it through the build, and shows you the evidence it worked in a Value Scorecard, with a Decision Brief on what to do next.
WHAT YOUR TEAM DOES NEXT
Bring your open requests and goals; your first Decision Brief turns them into clear decisions.
HOW YOU'LL KNOW IT'S WORKING
Improvements verified and evidence on your monthly Value Scorecard.
Book a free Private Reporting Review How ECS Reporting Advantage works
MORE THAN ONE OF THESE?
Several of these apply
DIAGNOSTICSupports: Several goals at once
Start: Reporting Diagnostic
One review of everything at once, and a Reporting Roadmap that puts your problems in the right order, with the featured reports that fix each one.
WHAT YOUR TEAM DOES NEXT
Review the roadmap with your controller, then start with the top item.
HOW YOU'LL KNOW IT'S WORKING
Roadmap items completed; goals set with real baselines.
Not listed? Tell us the result you want. One focused need usually fits a featured report; several connected needs start with a Reporting Diagnostic. We confirm scope, data, responsibilities and a fixed fee before you commit.
FREE PRIVATE REPORTING REVIEW
See what better Infor reporting could look like for your organization.
Bring your Pathfinder result. In a private 30-minute review we'll talk through your challenge, show you a short demo of a solution like it, and give you a clear yes or no and, if it fits, a quote.
- ✓ 30 minutes, online
- ✓ Your organization and ECS only
- ✓ No obligation
Book a free Private Reporting Review
No client data, system access or confidential financial information needed.
What we'll cover
- Your most important reporting challenge.
- A short demo of a sample solution, built in the ECS demo environment.
- A clear yes or no and, if it fits, a quote.
- Where a similar improvement could help your organization.
- A recommended next step. If it fits, we follow up with a written proposal: deliverables, fixed fee, schedule.
ECS Reporting Solutions · Charlotte, North Carolina · working remotely with Infor teams worldwide · contact@ecsreportingsolutions.com