XRL is a Microsoft Excel-based business intelligence reporting tool that draws data from Opera real-time accounts to create reports without needing to be an Opera user. It allows users to create summary and detail reports with filters, reference links to extract descriptions, and summary links to extract summarized balances. The data send feature allows uploading budgets and stock prices into Opera, offline formulas allow for collaboration, and output to PDF creates professional reports. Training is available to utilize basic, advanced, and all features of XRL reporting.

1. PEGASUS XRL MANAGEMENT
REPORTING FEATURES
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practice
www.intsysuk.com

2. WHAT IS XRL?
 XRL is a Microsoft Excel based Business
Intelligence reporting tool
 You do not need to be an Opera
accounts user to utilise XRL – separate
licencing model
 You do not need to have XRL to see XRL created
reports – only need an XRL Licence to refresh live
data and create new reports.
 It draws the data from Opera real-time

3. Date Type Inv No. Value VAT
01/08/16 Invoice 12345 £100 £2
Date Type Inv No. Value VAT Sales Code Product
01/08/16 Invoice 12345 £50 £10 AA010 Training Course
01/08/16 Invoice 12345 £50 £10 AA010 Software
SUMMARY AND DETAIL REPORTS
• Filter specific values and choose
the information you want to see
displayed
• Produces a table with top level information

4. SUMMARY & REFERENCE LINKS
 Reference Links are able
to extract words and
descriptions based on a
piece of “linking”
criteria.
 Either embedded inside
the extraction formula
or via a piece of data
visible inside a cell on
the excel spreadsheet.
Code Description
AA010 Sales ofTraining
Code Name Address_______
AA010 Banks & Co 61 Park Street
New Malden
Surrey
“Linking” criteria Reference Link

5. Code Description_____ Per. 3To Date___
AA010 Sales ofTraining £1,000
AA020 Sales of Manuals £4,000
“Linking” criteria Summary Link
SUMMARY & REFERENCE LINKS
• Summary Links are able
to extract summarised
balances based on a
piece of “linking”
criteria
• Either embedded inside
the extraction formula
or via a piece of data
visible inside a cell on
the excel spreadsheet.

6. DATA SEND
 Currently the Data
Send feature will
allow users to upload
Budgets and Stock
Special Prices into
Pegasus Opera 3
directly from Excel.

7. OFFLINE FORMULAS
 Collaborate with non XRL
users by saving your
spreadsheet with the
Offline Formulas option.
 This means a non XRL
users sees numbers and an
XRL user will have access
to formulas without the
need for saving multiple
versions.

8. OUTPUTTO PDF
 If you wish to formulate board
and management packs with a
professional finish.
 Embed company logos and use
the Output to PDF option to
make secure password protected
documents straight from your
template spreadsheet for
example.

9. We can provide
training sessions
Online, group, one
to one, on site or
at our offices.
INTSYSTRAINING AND
CONSULTANCY
Training session:
1. utilise basic features –
create profit and loss &
balance sheet.
2. utilise advanced features
– create extractions from
all ledgers.
3. utilise all features –
ability to use drill down
and conditional
formatting and cube
analysis.
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INFORMATION