With ClickBase Business Intelligence, you can view and analyze the information in Accountmate from different perspectives. Instead of reporting, which provides a static view of information, ClickBase allows you to change the way you group and compare information. By manilupating your view of the data, you can spot correlations, trends and opportunities that simple reporting don’t reveal.
Improve daily operations and productivity with ClickBase real-time dashboards that display key information specific to the user. Managers can monitor department KPIs at a glance and drill into the details when indicators call for attention.
Could your management do a better job, if they knew:
Watch the “Getting Started with ClickBase for Accountmate” video.
Take a break from the cold weather and heat up your ClickBase skills in Jacksonville, Florida on November 11th and 12th. Bring your laptop for this two day hands-on class for power users and developers.
The first day will be dedicated to power user product training, focusing on the application of Business Intelligence concepts to the various controls in ClickBase. On the second day, we’ll address design concepts and use the development toolkit to build presentation layouts that work for the unique needs of your end users.
ClickBase will provide full, 30-day trial licenses and a sample database. No previous experience is necessary. A basic understanding of Structured Query Language (SQL) will help.
Please sign up early with your ClickBase representative or fill out the form to the right and please include “November Training” in the comments. ClickBase reserves the right to cancel the class if there are insufficient registrations.
Cube Styles can be used to highlight specific conditions which will make spotting them much easier? There are a lot of numbers in a cube, and the more detail a dimension has, the more numbers you will see. Sorting through them to find problems can be time consuming. Cube Styles give you the ability to make these problems stand out saving you a lot of valuable time allowing you to respond more quickly.
To set up a rule, go to the customization window for the cube. Select the Styles tab to define how the cell will look when the rule condition is true. As you can see in the screeshot below, the RedAlert style will display values in red text.
Next, go to the Style Rules tab to define the condition. Conditions can be specific cell types, comparative values, rank, or even create your own formula. Give the rule a name, select a measure that will be altered based on the condition, select the display style to be used, select the rule type, and then define the condition. The settings in the screenshot will apply any time the margin percent measure is less than zero and the cell will display with red text.
A business builder envisions what they want their business to become. The vision becomes a plan based on analysis of competitive strengths and weakness, the marketplace and strategies of ways and means to materialize the vision.
Opportunity chasing is an easy trap, especially in challenging times. Analysis of how your time and money converts to Return On Investment (ROI) is replaced by hope. Current numbers are ignored with the promise of future returns.
Remaining true to the business building vision requires strength and focus. Clear insight into actual results allows you to fine tune operations and maintain focus on the vision. ClickBase is proud to serve the business builders of the world.
If your organization is using SharePoint, you can use a ClickBase webpart to give managers access to information right from their home page. The SharePoint webpart provides security and access to information based on the user’s ClickBase settings. To find out more, contact .(JavaScript must be enabled to view this email address) .
In addition to our standard weekly training sessions, we would like to invite you to a special session on the ClickBase Financial Report Writer in June. This session will be conducted over the web on June 16th at 1:00PM EDT. Click here to register.
The ClickBase Financial Report Writer is an embedded spreadsheet that comes standard with ClickBase. You already have it, so make the most of it.
With the ClickBase Financial Report Writer you can quickly and easily create P&L, Balance Sheet and other financial reports in a familiar spreadsheet format. Report templates allow you to select data from existing or new datasets and define date ranges to save you hours of formatting monthly and quarterly financial reports.
Since the Financial Report Writer uses a familiar spreadsheet format, there’s no long learning curve. You can replace complex reporting tools with one single, integrated reporting package.
As with all ClickBase functionality, the Financial Report Writer can access multiple data sources simultaneously. You can draw actual numbers from your accounting system, consolidate them with budget numbers from a spreadsheet and prepare a budget to actual report without requiring the IT team’s assistance.
Join us on June 16th to find out how you can put the Financial Report Writer to work for you.
Our clients use ClickBase in a variety of ways – from the complex to the very simple – to save time and use the information from across their organization to make better decisions. We hope to help you find new ways to use ClickBase and make the most from your investment.
The Marketing Administrator at one or our clients recently needed to send an announcement to all their customers. She knew the best way to communicate quickly would be through a mass email, so she needed a current email list to import into their email marketing solution.
Picking the appropriate fields from the Customer shortcut, she exported the contacts to Excel, checked her data and was ready to go. The up to date listing of customer names and email addresses was available to her in minutes. Simple, easy, fast.
In the most recent update of ClickBase, we’ve included parameters that allow the user to pass data to the Select statement without the field being associated with any table in the Select Statement. These parameters are sometimes called Colon Parameters because they require a leading colon character at the beginning of the fieldname.
The first step in creating a Colon Parameter is to go to the Shortcut Group Administration and click on the Control Center Shortcut. A list with one item should appear on the right. Double click on the item System Administration
Next, click on the List tab and select the Code Tables icon. On the right, in the tree view, there is an item called Datasets. Click on the plus(+) sign next to the word Datasets, and the item Parameter Types will appear below Datasets. Click Parameter Types and then click the Add button. Enter a Name, Description, Data Type and Type. For the name, enter a descriptive name of the field without the colon and leave Type as default. Click on the diskette icon to save this Parameter Type.
The next step is to add this parameter as an Input Parameter to the dataset. Either open an existing Dataset or create a new Dataset. With the Dataset open, click on the Parameter tab. In the Input section, click on the Add button and enter the information for the Colon Parameter. In the Name field enter a descriptive name for the parameter. Then, in the Type field, locate the Parameter Type you created in the Control Center. The Field Name will be the parameter name with a colon at the beginning (example – :Month). In the Default field, enter a value you know will work in the query so that you can test your parameter in the dataset.
The last step is to modify your Select statement. The following are Select statement examples with the Colon Parameter:
Select custnbr, custname, totalpaid, invoicedate from invoice where month(invoicedate) = :Month and year(invoicedate) = :Year
Select custnbr, custname, totalpaid, invoicedate, :Month as invmonth, :Year as invyear from invoice where month(invoicedate) = :Month and year(invoicedate) = :Year
Once you have modified the Select statement, click on the diskette icon to save your changes. Click on the Preview tab at the bottom and then click on the Execute button. It will now run with the Default values in the Colon Parameter fields.
You can also add this in the SQL Builder but to test it save the SQL Builder changes and then run it by clicking the Preview and Execute button.
The second sample Select statement allows you to include the parameters you selected as fields in your Shortcut. This is very useful in spreadsheet view as you can display the fields as the headers or use this data to calculate other cells in the spreadsheet.
Contact .(JavaScript must be enabled to view this email address) if you have any question on the Select Statement with Colon Parameter.
At ClickBase, we want to make it easy for you to get the training you need, so we offer multiple options. Every Tuesday and Thursday at 1:00PM EDT, we hold two classes: Introduction to ClickBase and Basic ClickBase Design. Both classes are hled live over the Internet with one of our our top training experts. You will have the opportunity to ask questions to make sure that you understand the concepts so that you can apply them in your company. Clients who subscribe to our support program may register at no charge. Registration is available on our web site.
These same classes have been recorded and are available for you to view at your convenience. View recorded sessions.
Periodically, we offer more extensive workshops. The next session is scheduled for May 3rd through May 5th in Milwaukee, WI. Find out more…For more details, click here.
In addition, you can schedule personalized training classes to meet your company’s unique needs. If you would like to find out more about custom training options, send an email to .(JavaScript must be enabled to view this email address).
Monday through Wednesday, ClickBase is offering an in depth course in Milwaukee, WI. This will be a hands-on session so bring your laptop.
The first morning of the session will be devoted to end user training. Clients who wish to attend only this portion of the class are welcome to do so. The remainder of the class will be devoted to the development functions within ClickBase.
The first two days will be full eight hour sessions. The class will end at noon on the third day to account for travel home. Lunch on Monday and Tuesday will be provided by ClickBase in order for you to get the most out of these sessions.
Registration for the full session is $1,500 per attendee and includes the cost of lunch. Registration for Monday morning only is $300 per attendee. Additionally, each attendee will be given a 30 day trial copy of ClickBase to use during the class.
Registration will close on April 23, so please sign up early.
Please contact your ClickBase representative to register or fill out the form to the right and please include “May Training” in the comments.
ClickBase reserves the right to cancel the class if there are insufficient registrations.
Existing shortcuts can be easily duplicated using the Create Shortcut menu option. Leverage the work you’ve already done to save views you have created, and build customized reports without altering the original.
After you click on a shortcut, go to the TOOLS | CREATE SHORTCUT menu option. Select the option to Create A Shortcut Copy and click NEXT. Enter a new name for the shortcut, select the shortcut group in which it will appear, select an appropriate icon from the drop down list, and set the default layout. The result will be an exact copy of the original shortcut.
*Bonus: * If you made any layout changes prior to creating the new shortcut, the layout changes will be saved with the new shortcut.
Double Bonus: If the original shortcut had a filter window attached, the new shortcut will use the same filter window provided you did not apply any conditions prior to creating the new shortcut.
If you have any questions, contact .(JavaScript must be enabled to view this email address).
Retiring support for older versions allows the ClickBase development team to focus on building new functionality and deliver the best value to all of our clients. Effective June 1, 2010, ClickBase will no longer provide warranty support for versions 3.5 and older. If you’re on one of these older versions, please contact Technical Support soon.
If you haven’t upgraded recently, look at what you are missing:
If your organization is using SharePoint, you can use a ClickBase webpart to give managers access to information right from their home page. The SharePoint webpart provides security and access to information based on the user’s ClickBase settings. To find out more, contact .(JavaScript must be enabled to view this email address).
We are continuing to plan for our late year user group meeting. The event will provide a forum for specialized training and the opportunity for you to meet other ClickBase users so that you can get even more value from your ClickBase implementation. Send us your suggestions for sessions that would help you get more from ClickBase.
May 3rd, 4th and 5th, Monday through Wednesday, ClickBase is offering an in depth course in Milwaukee, WI. This will be a hands-on session so bring your laptop.
The first morning of the session will be devoted to end user training. Clients who wish to attend only this portion of the class are welcome to do so. The remainder of the class will be devoted to the development functions within ClickBase.
The first two days will be full eight hour sessions. The class will end at noon on the third day to account for travel home. Lunch on Monday and Tuesday will be provided by ClickBase in order for you to get the most out of these sessions.
Registration for the full session is $1,500 per attendee and includes the cost of lunch. Registration for Monday morning only is $300 per attendee. Additionally, each attendee will be given a 30 day trial copy of ClickBase to use during the class.
Registration will close on April 23, so please sign up early.
Please contact your ClickBase representative to register or fill out the form to the right and please include “May Training” in the comments.
ClickBase reserves the right to cancel the class if there are insufficient registrations.
Mandatory, Global parameters can be used to control what users see when they log in.
When a global parameter is set up as mandatory, users must set a value for that parameter when they log into ClickBase. Used in conjunction with a drop down list and the constant, THE_USERS_NAME, the mandatory, global parameter is another way to provide row-level security on your queries.
The first step would be to define a lookup list that uses THE_USERS_NAME to control the content of the list:
SELECT territory_cd
FROM territories T, user_territories UT
WHERE T.territory_cd=UT.territory_cd AND UT.user=‘THE_USERS_NAME’
The list of territories would be limited to only those mapped to the user logged into ClickBase. The global parameter would be set up as a string lookup with the IsMandatory property set to True. When users log in, they will receive a prompt for the Territory and they must select from the values available in the drop-down list.
If you have any questions, contact .(JavaScript must be enabled to view this email address).
If you haven’t upgraded recently, now’s the time to consider doing. Many new and enhanced features have been added to ClickBase in the past year. These are features that you get free of charge if you are current on support. Some of the highlights, of which you may or may not be aware, are:
The latest release is Version 4.5.2.2. Check your version number (Help/About). If you aren’t on this version, please contact us to upgrade.
Smashbox Cosmetics, creator of a variety of beauty products sold in premium retail outlets and on the web, rolled out the ClickBase business intelligence to their national retail sales team, thereby eliminating time consuming manual efforts to report electronically reported store sales data. As a bonus, account coverage has increased more than 100%, allowing retail account executives and regional sales managers to focus on proactive planning through weekly store results and trend analysis. The ClickBase case study describes the accelerated implementation process and the immediate ROI results.
A new two and a half minute demo has been posted to the ClickBase website on the home page to provide a high level introduction to the power of ClickBase.
We’ve added more partner names to our Value Added Partner page. Is your organization listed? If not, send an email to .(JavaScript must be enabled to view this email address) and we’ll tell you how your company can be included.
We are continuing to plan for our late summer user group meeting. The event will provide a forum for specialized training and the opportunity for you to meet other ClickBase users so that you can get even more value from your ClickBase implementation. Send us your suggestions for sessions that would help you get more from ClickBase.
Send your ideas to .(JavaScript must be enabled to view this email address) .
Whether you are a CEO, CFO, Sales VP or Operations VP, you need current reliable information gathered from across the organization that is easy to access and easy to interpret. Consider how much would it help you to know: 
Would it help you to have a real-time dashboard of the most important operational parameters of your business at your fingertips? But, even more, would you want this dashboard with “at a glance reporting” plus powerful drill down functionality that allows you to get to the relevant details?
Our Partners include:
AXIS Global Partners is comprised of experienced and passionate professionals that assist small and medium sized enterprises perform at the highest levels so they can create sustainable value for their customers and stakeholders. From strategy to execution we listen to your needs and strive to deliver solutions that exceed expectations.
Business Automation Specialists leverages 25 years of practical business experience with software technology to help mid-sized manufacturers and distributors capitalize on their unique business strengths. We’ve built our business by helping clients build theirs; enabling them to become better, faster and stronger through improved management controls, cash flow and profitability.
Faye Business Systems Group is a technology consulting firm that helps growing companies get “over the wall” and become more profitable by working with them to optimize their financial and business systems. FBSG does this by helping them select, implement, and customize the right software for the right task.
Founded in 1998, NexLAN is recognized as a leading U.S. provider of mid-tier financial and business management solutions. An AccountMate Elite Business Partner and Microsoft Gold Certified Partner, NexLAN has been named to Accounting Technology’s nationwide list of “Top 100 Pacesetters” for the past five consecutive years.
Oates & Company, LLC is a leading provider of business management software solutions in the Southeast. Software solutions include: ClickBase Business Intelligence , Sage MAS 90 / Sage MAS 200/ Sage MAS 500 ERP, Sage CRM and SalesLogix CRM. Oates offers a full range of services from pre-sales and sales to implementation and technical support.
Profit Programming Inc. is an experienced, knowledgeable company of professionals with exceptional quality software products and equipment designed to meet the needs of specific industries: such as, Manufacturing, Job shop, Distribution, Service Repair and Maintenance, Medical and Pharmaceutical , Financial Services, and Labor Scheduling and Dispatch.
The WAC Consulting Group serves businesses nationwide in the areas of business processes, operations and systems technology. Averaging 15 years experience working with small and medium-size companies, our team members help clients successfully deploy ERP, manufacturing, job cost, HR, CRM, supply chain, and distribution solutions.
For more information about partnership opportunities, please contact us.
Serigraph, a versatile producer of unique decorating solutions for products and displays, was faced with a difficult dilemma. Based on older technology, Serigraph’s ERP solution adequately supported their business transaction processing but did not provide access to information. Extracting data in a timely and economical manner was impossible.
Implementing a new ERP system was considered, but the process would be too expensive and disruptive to operations. Instead, Ben Bender, IT Director, set about finding a tool that would replace the reporting capabilities in the ERP. While he needed a powerful system, it also had to be easy for end-users to get the information they needed with little support from IT. Serigraph’s IT department was very lean and already fully committed.
After evaluating several options, including maintaining their existing installation of Cognos, Ben selected ClickBase. ClickBase provides the data retrieval Serigraph needs with very little effort by IT. Ben is currently training a part-time intern to provide technical support to the users of ClickBase.
Serigraph’s first phase was to implement ClickBase to replace all the financial reporting being done through the ERP system and with Excel. The ClickBase Financial Report Writer now enables Serigraph to generate all their financial reporting and to provide drill down to the transaction level.
The second phase of the implementation provided senior management with more complete and timely information. As Ben says, “We get better decisions based on better information.” Based on the success to date, senior management supports the rollout ClickBase on a broader scale and is coaching the staff to make full use of its power.
Ben feels confident with their choice, “Without ClickBase, we would have been forced to change our ERP or continue to spend a tremendous amount of money and human resources supporting Cognos. We definitely made the right decision.”
On March 15, 16 and 17, ClickBase is offering a complete course in development for our clients who want to move to the next level. This will be a hands-on session, so bring your laptop.
The class will be held at our Jacksonville, FL office. Please contact your ClickBase rep or .(JavaScript must be enabled to view this email address) for more information.
We are planning a late summer user group meeting to provide a forum for specialized training and the opportunity for you to meet other ClickBase users so that you can get even more value from your ClickBase implementation. Shared experiences with other users and in-depth training will help you get the most from your ClickBase implementation. Let us know what topics you would like to include and any other suggestions for the agenda.
Send you comments to .(JavaScript must be enabled to view this email address).
ClickBase can capture the user’s login name to be used in datasets. This opens the door for row-level security based on who is logged into ClickBase. A special constant called THE_USERS_NAME will be replaced by the name of the user currently logged in. In a dataset, this constant will most likely be used in the WHERE clause of the SQL statement:
SELECT * FROM customers WHERE salesperson=’THE_USERS_NAME’
In the above example, the login names should be the same as the sales person code used in the ERP system. ClickBase will substitute THE_USERS_NAME with the login value resulting in a secured list displaying only the customers assigned to that salesperson.
If you have any questions, please contact .(JavaScript must be enabled to view this email address).
Developed for rapid implementation, ClickBase is light years ahead of previous BI tools, giving you a virtual warehouse, access to multiple databases and a truly user-friendly interface. ClickBase eliminates expensive, tedious development and provides the foundation to support future expansion. 
Realize Immediate ROI with Rapid Implementation. Unlike other BI software, ClickBase can be implemented in hours rather than months. Installation is truly a snap and, after only two hours of training, end users have ready access to real-time information without months of development time. Advanced “Power Users” who want to leverage the full functionality of this tool, need three additional hours of training to enable them to master information retrieval from any ODBC database.
Increase Agility with a Virtual Data Warehouse. While other BI tools require time consuming development to build a data warehouse that requires constant update and maintenance, the ClickBase Virtual Warehouse provides real-time access to any volume of data. You don’t have to build an expensive data warehouse to leverage powerful BI to improve your organization’s business responsiveness.
Connect Across the Organization and Multiple Databases. Eliminate information stove pipes from your organization with ClickBase’s easy integration tools. You can retrieve information from any ODBC compliant database, combine information across multiple databases and present it to meet your organization’s unique needs.
Empower Users. Bringing new meaning to the term “ease of use”, ClickBase allows your end users to point, click, drag, and drop to generate meaningful charts and graphs. With only two hours of training, end users will be creating reports and OLAP cubes giving them valuable insight into your organization’s transactions and results.
Whether you are a CEO, CFO, Sales VP or Operations VP, you need current reliable information gathered from across the organization that is easy to access and easy to interpret. Consider how much would it help you to know:
Would it help you to have a real-time dashboard of the most important operational parameters of your business at your fingertips? But, even more, would you want this dashboard with “at a glance reporting” plus powerful drill down functionality that allows you to get to the relevant details?
What would it be like to have the information that you need at your fingertips? How could it transform your ability to focus on what is most important each day? “A Day in the Life of the Empowered Executive” gives you specific examples of what complete information could mean to your day to day activities. We’ll explain, in non-technical terms, what it takes to make this transformation.
Start on your path to business enlightenment today!
Be more confident in your decisions and more agile in your responses to manage and grow your organization. With ClickBase management decision tools you will:
In addition to our products, we offer Application Accelerator Kits which provide ready-made, out of the box solutions for specific applications. Each kit includes ready-made integration mapping, report templates, and items covering a wide range of business intelligence and analytics.
Different jobs require different types of information. ClickBase is designed to allow the flexibility to serve specific requirements of each job role.
What is the Difference? Well, the big difference is that reports are the end of the line. What goes into the reports is the intelligence.
Download our report “Reports versus Business Intelligence – What’s the Difference?” to help you explain the value of Business Intelligence to your management.
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Bjørn Torell
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+47 21 02 70 00
Jörgen Lundin
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+ 46 (0)707-78 83 60
ClickBase Support Team
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888-682-0001 Ext. 3
Jörgen Lundin
Lliljeholmsstranden 5
100 74 Stockholm Sweden
.(JavaScript must be enabled to view this email address)
+ 46 (0)707-78 83 60
Stig Haukland
Martin Linges Vei 15-25
1367 Snarøya Norway
.(JavaScript must be enabled to view this email address)
+47 21 02 70 00
John Ayoub
10 Corporate Drive, Suite 206
Bedford, NH 03110 United States
.(JavaScript must be enabled to view this email address)
617-297-2101
Ørjan Hernes
Martin Linges Vei 15-25
1367 Snarøya Norway
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+47 21 02 70 00
May 24, 2010
Financial Report Writer Web Training Announced
In addition to our standard weekly training sessions, we would like to invite you to a special session on the ClickBase Financial Report Writer in June. This session will be conducted over the web on June 16th at 1:00PM EDT. Click here to register.
The ClickBase Financial Report Writer is an embedded spreadsheet that comes standard with ClickBase. You already have it, so make the most of it.With the ClickBase Financial Report Writer you can quickly and easily create P&L, Balance Sheet and other financial reports in a familiar spreadsheet format. Report templates allow you to select data from existing or new datasets and define date ranges to save you hours of formatting monthly and quarterly financial reports.
Since the Financial Report Writer uses a familiar spreadsheet format, there’s no long learning curve. You can replace complex reporting tools with one single, integrated reporting package.
As with all ClickBase functionality, the Financial Report Writer can access multiple data sources simultaneously. You can draw actual numbers from your accounting system, consolidate them with budget numbers from a spreadsheet and prepare a budget to actual report without requiring the IT team’s assistance.
February 18, 2010
Special ClickBase Training Class Announced
On March 15, 16 and 17, ClickBase is offering a complete course in development for our clients who want to move to the next level. This will be a hands-on session, so bring your laptop.
The class will be held at our Jacksonville, FL office. Please contact .(JavaScript must be enabled to view this email address) for more information.
November 11, 2009
AccountMate Recognizes Business Intelligence Solution from ClickBase
During AccountMate Software Corporation’s annual Synergy 2009 Conference held in Burlingame, CA, October 17 through 21, 2009, ClickBase Corporation was presented with the Emerging Partner award in recognition of the success of ClickBase’s Business Intelligence tool integrated into AccountMate’s financial software. Read more…
June 25, 2009
‘Growing Pains’ eased with Business Decision Tools through ClickBase for AccountMate
PETALUMA, CA – AccountMate Software Corporation and ClickBase Corporation have partnered to offer clients tightly integrated Business Intelligence (BI) for more effective decision making with the ClickBase for AccountMate BI module. Read more…
June 17, 2009
Smashbox Cosmetics Finds Beauty in Business Intelligence from ClickBase
Jacksonville, FL, June 17, 2009— ClickBase, an innovative provider of management decision tools that enable business managers to make better decisions, features the success of Smashbox Cosmetics sales team in a newly produced case study. Read more…
John Ayoub
10 Corporate Drive, Suite 206
Bedford, NH 03110 United States
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+1 (617) 297-2101
Ørjan Hernes
Martin Linges Vei 15-25
1367 Snarøya Norway
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+47 21 02 70 00
10 Corporate Drive, Suite 206
Bedford, NH 03110 United States
Phone: +1 (888) 682-0001 ext 3
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Martin Linges vei 15-25
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Phone: +47 21 02 70 00
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10 Corporate Drive, Suite 206
Bedford, NH 03110 United States
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Lliljeholmsstranden 5
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Phone: + 46 (0)707-78 83 60
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Toll Free: +1 888-682-0001
Fax: +1 800-610-6574
Bjørn Torell
Martin Linges Vei 15-25
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100 74 Stockholm Sweden
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+ 46 (0)707-78 83 60
ClickBase was established in 1997 with a specific mission to create a unique management decision tool that helps businesses to simplify and manage their numerous and sometimes widely varying information. The result is the innovative ClickBase IMAP solution, which today is used by some of the most successful companies throughout the world to provide critical management and operational decision information.
Companies use ClickBase to better manage their operations, extend the life of their information assets, facilitate the distribution of business information, and provide their customers with better service, in short, to enable better informed decisions.
ClickBase has offices in the United States and Europe serving thousands of users worldwide.
The ClickBase mission is singular: To enable end-users to leverage the full value invested in their information assets.
“With ClickBase, I can provide my clients with significantly more information than I can with other reporting tools. The productivity that ClickBase offers makes this information economical and very timely.”
Michael C. Grimm, President
G4 Systems, Inc.
www.g4systems.net
Our OEM capabilities include both end user and server-level solutions for incorporation inside your product or as an adjunct. Software tools include a Developer Kit for application development as well as application software derived from our award-winning business intelligence products.
A ClickBase OEM solution provides:
ClickBase OEM partnerships support several models, including
For more information about partnership opportunities, please contact us.
ClickBase can augment your offerings with end user, ad hoc reporting, standard application reports and dashboards specifically built to serve your industry and client base. If you have substantial knowledge and skills within an application or a specific product line, contact us and we could have a joint product offering available in weeks.
For more information about partnership opportunities, please contact us.
ClickBase consists of several components, all of which work together to provide a complete solution. Each component has its own requirements.
Questions? Fill out the form below with any questions you have about ClickBase. We will respond to you within 24 hours.
What features would you like to see added to ClickBase? This is your chance to impact future versions.
Please describe the feature you are requesting as thoroughly as possible. We will acknowledge receipt of your request within 48 hours and add your request to our development review list.
ClickBase Support Team
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+1 (888) 682-0001 ext 3
Stig Haukland
Martin Linges Vei 15-25
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.(JavaScript must be enabled to view this email address)
+47 21 02 70 00
Jörgen Lundin
Lliljeholmsstranden 5
100 74 Stockholm Sweden
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+ 46 (0)707-78 83 60
Are you looking for a feature-rich, easy-to-use Business Intelligence solution to offer to your clients? Our reselling partners use ClickBase to further build strong relationships that impact all aspects of their client’s business. The flexibility of ClickBase to access multiple databases allows you to help your client leverage the power of information across their organization.
Executives quickly recognize the power of ClickBase with dashboard and reporting capabilities that merge data from any combination of sources, compatible or disparate, to present a complete picture of the health of the business. ClickBase enhances your role as a solution provider for your clients with fast implementation, flexible solutions to fit every department, and solutions pre-built for the financial software you currently sell.
Application Accelerators provide out-of-the-box solutions for specific applications. Each kit includes ready-made integration mapping, report templates and items covering a wide range of business intelligence and analytics. Application Accelerators are available for:
Don’t see your solution? We are continually expanding our product support. Please contact us for the latest developments updates on supported applications.
“The only limitation of business intelligence for most organizations is the vision to see the possibilities. With ClickBase, managers begin to see how they can gain competitive advantage by looking at data more comprehensively than with Excel alone. When that vision starts, the possibilities are endless.”
David Faye, CEO
Faye Business Systems Group
david.faye@fayebsg.com
Please describe your support issue as thoroughly as possible. We will respond to you within 24 hours.
ClickBase Support Team
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ClickBase is dedicated to providing prompt, attentive support to our customers and partners. Our seasoned professionals will help you take full advantage of the power of Clickbase.
The ClickBase Essential Support Plan includes both software maintenance and support services to optimize your investment in ClickBase. This comprehensive program protects your investment in ClickBase and includes:
If you are not sure if your organization is covered under the ClickBase Essential Support program, contact your ClickBase Administrator or send an e-mail to .(JavaScript must be enabled to view this email address).
To submit a support request go
To submit a feature request go
For User and Development Manuals go
“That’s what I like about your organization. You react quickly to issues and to new feature requests.”
Ben Bender, IT Director
Serigraph, Inc.
www.serigraph.com
Read more Case Studies to find out how other customers use ClickBase.
Having the right information at the right time and in the right format — regardless of where that data comes from — helps you make better informed decisions, reducing risk and increasing your operation’s efficiency and effectiveness. ClickBase delivers the specific information that each person in the organization needs to support their unique role.
The CEO wants to keep a finger on the pulse of the organization by tracking, in real-time, the critical business factors. ClickBase provides this real-time snapshot through a dashboard, customized to the interests of the CEO.
The CFO must quickly identify the causes of discrepancies in the books and in the business. ClickBase supports easy to use analysis with full drill-down capability.
Operational Executives want to track the critical factors of their particular operations. Again, a real-time dashboard with drill-down capability is an ideal tool for these executives.
The IT Professional needs to maximize the usability of the information across the organization while maintaining control of the user-level access to data. ClickBase provides controlled access to allow users to query data appropriate to their role and to build their own reports with ease.
Can’t get the information you want, how you want it?
With ClickBase, you can link to any other combination of databases or third-party products for consolidated reports and ad hoc inquiries.
Dreading the upgrade from an older system because of the need to reenter all that historical data?
With ClickBase, no need to do anything with the data. Just access it as you need it, and consolidate it with your new information.
Do you have multiple business units, each with a separate set of books?
ClickBase readily does consolidated reporting and analytics for a multi-company setup.
Download a free trial version to test drive ClickBase for yourself. When you fill out the form below and click register, a new page will open with a link to download the ClickBase trial version. An activation code is included on the download page and will also be sent to the email you provide. The activation code is required to complete the download.
One complete guide including:
See for yourself how CEOs, CFOs and Sales Leaders use ClickBase to support day to day and long term decisions.
View the 5 minute demo to see:
Link to demo
If you are looking for an easy to implement solution that will link information across the organization and empower users to build their own reports with secure data rights, watch this video to see the power of ClickBase.
View the 5-minute demo to see:
Link to demo
Would you like to see more? Please fill out the form below and we will contact you to schedule a live demo at your convenience.
The right information at the right time and in the right format — regardless of where that data comes from — helps you make better informed decisions. Reduce risk and increase your operation’s efficiency and effectiveness through better decisions powered by ClickBase.
Application Accelerators provide out of the box solutions for common financial applications including AccountMate, Sage, Microsoft Dynamics, IFS and more.
“Building all the possible data cubes used in conventional BI tools, is a time consuming process. With Clickbase you no longer have to worry about multiple data cubes. We’ve developed many screens in 1/5 the time it would take to build in Cognos. The BI screens in Clickbase are intuitive and the learning curve for employees is much less than conventional BI tools.”
Todd Haffner, IT Manager
Cinch
www.cinch.com
Read Case Studies to find out how other companies are using ClickBase.
Serigraph, a versatile producer of unique decorating solutions for products and displays, was faced with a difficult dilemma. Based on older technology, Serigraph’s ERP solution adequately supported their business transaction processing but did not provide access to information. Extracting data in a timely and economical manner was impossible.
Read the whole story…
Smashbox Cosmetics, creator of a variety of beauty products sold in premium retail outlets and on the web, recently rolled out the ClickBase business intelligence to their national retail sales team, thereby eliminating time consuming manual efforts to report electronically reported store sales data. As a bonus, account coverage has increased more than 100%, allowing retail account executives and regional sales managers to focus on proactive planning through weekly store results and trend analysis. The ClickBase case study describes the accelerated implementation process and the immediate ROI results.
Read the whole story…
Enzymedica is a fast growing, south Florida-based company that had difficulty gathering and formatting data needed for normal operations. Gathering data for functions such as calculating commissions was a time consuming and tedious task. Information necessary for management decision making was even more difficult to collect.
Read the whole story…
As a Texas-based food processing company selling to grocery store chains, R. Ibarra’s Inc. was faced with the problem of extracting sales information from an accounting system that was geared to provide information based on financial periods. However, the grocery store world works on a weekly basis. Originally, this was a difficult and time-consuming job for Cynthia and Eric Peeters who are responsible for this function.
Read the whole story…
“Our business requires daily reports that consolidate financial and inventory information from across more that 30 legal entities and over 60 locations with varying fiscal year ends. With ClickBase, our reports are much easier to pull together to meet our ongoing internal, external, and government reporting requirements.”
Tom Hallex, CFO
Carolina Eastern
www.carolina-eastern.com
Accelerator Kits provide ready-made, out-of-the-box solutions for many of the leading financial applications. Each kit includes ready-made integration mapping, report templates, and items covering a wide range of business intelligence and analytics. The ClickBase Accelerator Kit allows you to utilize the full potential of your financial application.
With the built in reports, out-of-the-box, ClickBase helps you analyze your sales by item, by customer, by territory, etc., using the ‘drag and drop’ approach to add or remove reporting items. Quickly determine your top ten customers just by clicking on the total sales column to sort from highest to lowest. Add in the gross margin for a better view of your profitability by customer or by item. You can even drill down to the transaction level whenever you want.
ClickBase has all the right business intelligence capabilities in ONE package: integrated, real-time information for accurate decision-making…a digital dashboard of any combination of parameters desired for real-time control…a web portal for presentation. And, you don’t have to be a programmer to use it.
Don’t see your solution? We are continually expanding our product support. Please contact us for the latest developments updates on supported applications.
Read Case Studies to find out how companies use ClickBase to accelerate their financial management solution.
Customize ClickBase with components that leverage its power to meet your organization’s unique needs.
You can build the framework to link multiple databases to create a single source for your users to obtain the information they need. Use the same tool our developers and partners use to prepackage solutions for specific applications such as ad-hoc reports, charts and OLAP analyses that others can leverage to build their personal views.
For larger or “bulletproof” installs, use the Anchor Server to load-balance the ClickBase server. With the Anchor Server, you increase data throughput for each user and guarantee 24/7 availability, even if one of your servers fail.
The ClickBase Report Writer gives you the flexibility to build reports to accommodate preformatted, paper-based reporting as well as dynamic screen reports. Use the ClickBase Report Writer to build reports that combine information from multiple sources, including disparate databases, Excel and other sources.
The ClickBase Portal provides controlled access to information for your remote employees, executives, sales force, or customers via the Internet to unlock the potential of secure information sharing. With ClickBase Portal, you deliver decision driving information when you need it, how you need it, wherever you may be.
Would you like to see more? Please fill out the form below and we will contact you to schedule a live demo at your convenience.
In addition to weekly Internet-delivered training sessions for both end users and business partners, ClickBase can schedule advanced and on-site training sessions to meet your unique requirements. Advance registration is required for all sessions. For your convenience, a recorded version of each of the sessions is available through the link below the class listing.
Held every Tuesday (except holidays) at 1:00PM Eastern Time, 1 1/2 hours, Internet-delivered session. No prerequisites, no charge.
Held every Thursday (except holidays) 1:00PM Eastern Time, 1 hour, Internet-delivered session. No charge.
This is a two day on-site class that can be scheduled by request. There is a fee for this training.
Sample Agenda
Day 1
Day 2
To sign up for a regular session, or request a special training session, please fill out the form below describing your interest.
Watch this three-minute video to see how easily you can manage lists for better insight and powerful analysis with ClickBase.
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