Pegasus Opera 3 Business Intelligence

Accurate, concise information

With Opera 3 Business Intelligence tools, you get precisely what you need to know without wasting valuable time.

Pegasus XRL

Pegasus XRL allows Microsoft Excel to access live data in Opera 3 at the click of a mouse, so you don’t have to copy and paste, re-key or work out formulas. For years, accounting system users have had to struggle with complicated and inflexible reporting tools that are supposed to make things easier. In reality, they make extracting data into Excel a real trial.

XRL brings such struggles to an end. Pegasus XRL is our award-winning Business Intelligent application which seamlessly links your Opera 3 financial information with Microsoft Excel in a couple of simple steps.

Pegasus Instant Messenger (PIM)

Pegasus Instant Messenger (PIM) helps release the business-critical information held within your system via pro-active alerts. PIM is Opera 3’s unique real-time reporting, scheduling and instant messaging tool, designed to address the challenges organisations face when attempting to manage and distribute business information.

In today’s age, nobody can afford to wait for monthly or weekly management reports to determine the health of their business; PIM automatically distributes real-time, business-critical information in the form of a discreet pop-up instant message, as and when you need it.

 

Full Feature List

Report Manager: Allows users to easily create their own reports, to supplement those already provided. Select the report basis (table), field order and sequence and define relational and logical operators.

Batch Reporting: Allows a batch of reports to be run in a single process.

Security Apply: security access to newly created reports.

Append to Report Menu: Allows reports to be appended to the associated module report menu.

Report Output: Includes output to screen, printer and file. Reports can also be exported in various formats for further data manipulation.

E-mail: Allows reports to be e-mailed to remote offices or colleagues.

Context Sensitive Help: Comprehensive and easy-to-use help facilities.

Seamless Integration with Microsoft Excel: Access XRL features within Microsoft Excel.

Summary or Detailed Reports: Reports are easily created using the XRL Report Wizard.

Powerful Designer: The XRL Report Designer allows reports to be designed and styled to your exact requirements.

Transaction Drilldown: Not only can XRL produce reports rapidly, but it also provides multi-level drilldown to the underlying transactions.

Report Library: Keep useful reports in a central repository for immediate access at any time.

Dynamic Links: Cells in Excel can be dynamically linked to Opera 3, ensuring the latest information is always displayed.

Cube Analysis: Allows data to be manipulated in many ways. Cube analysis allows data to be:

  • Sliced (eg breakdown company turnover by customer).
  • Diced (see which products customers buy)
    Drilled (see details of every invoice for that customer and product).
  • Charted (provides a concise and clear visual representation of the data).
  • Distributed (results can be saved as an Excel spreadsheet or in Adobe Acrobat (PDF) format.

Pivot Table Creation: Simply tick a box to produce an XRL report as an Excel Pivot Table for further data manipulation.

Data Send: Allows Nominal Budgets, Price Lists and Stock Adjustments to be easily uploaded from Pegasus XRL to Opera 3.

Macro Manager: Allows non-technical users to automate their Excel Workbooks.

Security: Access to data is fully controlled by the Opera 3 Security Manager.

CRM: XRL reports seamlessly against CRM.

Pegasus CIS: In addition to Opera 3, XRL can report against all variants of Pegasus CIS.

Operations II: In addition to Opera 3, XRL can also be used with Operations II, our manufacturing solution.

Schedule and Distribute Reports: Instruct the system to run specific reports at a scheduled time and day

Configure Reports: Reports are easy to create using simple or advanced wizards.

Report Archive: Easily display a list of reports you (or another user) have received historically using the Message Manager

Instant Messaging: Avoid e-mail spam and clutter by using Instant Messaging to distribute reports. Popups appear on users screens using a colour coded message to announce the priority and availability of new reports

Instant Notes: Record a time and date stamped note for a colleague and use the PIM framework to send it to them

PIM Chat: Use the PIM Instant Messenger framework to contact and collaborate with other users

E-mail Reports: For remote offices or contacts select to distribute reports by e-mail

Widely Available: PIM is available to all users on the network

Operations II: In addition to Opera 3, PIM can also be used with Operations II, our manufacturing solution

Context Sensitive Help: Comprehensive and easy to use Help facilities

Countries: Create Country codes for those countries your company trades with

Transport Modes: Create Transport Mode codes, to be shown on the Supplementary Declaration

Transaction Nature: Create Nature of Transaction (NoTC) codes for reporting purposes

Commodity Codes: Create Commodity Codes to classify goods for reporting purposes

Delivery Terms: Create codes that define the terms of delivery, to be shown on the Supplementary Declaration

ESL Report: The EC Sales List report can generate an XML upload file for transmission to HMRC via their website.

Comprehensive Reports: Comprehensive ESL, SD and VAT reports and audit trail reports are all available

Context Sensitive Help: Comprehensive and easy to use Help facilities

TMB Privacy Policy

Why do we hold personal data?

Like any business, TMB Group has to keep personal data about staff, clients and potential customers. When you fill in the contact form on our website, for example, we need to keep a record so we can get back to you. Data is also held so we can deliver our services and so we can provide useful information, such as security update news.

What data do we keep?
Depending on our relationship with you, we’ll hold information such as your first and last names, your email address, your phone number and your postal address. We will also possibly have details about your business and those who work for you. If you’re a customer, then we may have some of your banking detail so we’re able to accept payments for the services we provide.

How is your data stored?

As a responsible IT company, TMB stores personal data on secured computer systems. Anything that is archived will be placed on encrypted drives.

We do use third-party customer management software, Autotask, which means data may be stored on their servers, but only the data we need to deliver our services. The same goes for the Microsoft services we use, such as Word, Excel and PowerPoint, which store information on Microsoft’s cloud servers. We also use Mailchimp for marketing purposes: to send emails and to manage subscriber lists.

These third parties are not permitted to share your data or to use it for marketing purposes. You can find Autotask’s privacy policy here: https://www.autotask.com/privacy-policy. Microsoft’s privacy policy for Office 365 is here: https://www.microsoft.com/online/legal/v2/?docid=43. Mailchimp’s policy is here: https://mailchimp.com/legal/privacy.

How long do we keep your data?

We will keep your data in our systems until it is no longer relevant to our business, but you can request that we remove or update it at any time. We will also inform any relevant third parties of your request.

Access to your information

The key thing to remember is that your data belongs to you. That means you can request copies of your personal data any time you like, or to access and update it. You also have the right to be forgotten, so if you ask that we delete your data, we will do so or provide a valid reason why we are unable to. We will, of course, require proof of your identity before addressing any such request.

Depending on your request, your information may be provided to you electronically. In such cases, it will be provided in a commonly used format.

Unsubscribing and deletion

Unsubscribing is not the same as a request for us to delete personal data. If, for example, you unsubscribe from a mailing list, it is necessary to keep your email address on record to prevent marketing email from being sent to you. If we were to delete that information, we would have no way to tell if you have unsubscribed. Nevertheless, you still have the right to request erasure of your personal data.

Your right to complain

If, for any reason, you are unhappy with the way your personal data is treated by us, you have the right to complain to a supervisory authority. In the UK, that would be the Information Commissioner’s Office (ICO).

Website analytics

Anyone who visits our website will automatically have data about them collected via Google Analytics. This gives us broad information about what people are doing on our website and which pages they are looking at. It does not provide us with personal information that could be used to identify individuals.

Cookies

Cookies are small text files that web browsers receive from websites. They are stored on your computer, and they enable sites to do things like remember if you’ve visited before, if you’re a customer, what your preferences are and so on. You are entitled to view our website without them, but you may lose this kind of functionality if you do so.

International data transfers

Information that we collect may be stored and processed in and transferred between any of the countries in which we operate in order to enable us to use the information in accordance with this privacy policy.

Data controllers and processors

TMB is the controller for marketing activity and personal data/special category data we hold on our own employees, but we are the processor when processing our customers’ personal data (e.g. buying a licence for a named individual).  We  may use sub-processors for processing data given to us by customers.

What we won’t ever do is sell your data. And if you sign up to our mailing list, you’ll only receive marketing material from TMB as a result – no one else.

For any questions regarding your data, contact TMB’s technical director, Richard Shuker, at [email protected] or write to us at A1 Endeavour Business Park, Penner Road, Havant, Hampshire, PO9 1QN..