Commonly Asked Questions

1. What are the system requirements and setup recommendations to use Catalyst effectively?

   • Check out the detailed system requirements here.
   • Follow step-by-step setup instructions here.
     
     

2. How do I connect my ERP system to Catalyst?

   • During the implementation phase, our expert team will work with yours to seamlessly integrate your ERP system. Learn more about data automations here.
     
     

3. Can I connect multiple ERP systems or data sources to consolidate information in one report?

   • Absolutely! Catalyst supports consolidation from multiple sources, accommodating as many as 15 different ERP systems. Your reporting outputs allow you to easily consolidate data.
     
     

4. How can I import my financial data into the software to start creating reports?

   • Follow the guide on exporting and uploading data here.
     
     

5. Are there pre-built report templates available, or do I need to create them from scratch?

   • Find an overview of reporting options and whether to create from scratch or use pre-built templates here.
     
     

6. Is there an option to schedule automated report generation at specific intervals?

   • Yes! You can subscribe to automated reports and visualizations that update at regular intervals. Manual data refresh options are also available. Learn more about scheduling here.
     
     

7. How often does the data in the reports get updated, and can I control the update frequency?

   • Data updates nightly based on the prior day's transactions from your ERP(s). Certain datasets can be updated hourly. Manual data refresh is also easy with a click of a button. Find more about data refresh options here.
     
     

8. What data visualization options are available, and can I create dashboards or summary reports?

   • Catalyst offers visualizations that include dashboards of easily visualized data cuts. Explore more about visualization options here.
     
     

9. Can I export the reports to Excel or other formats for further analysis and sharing?

   • Yes! Most reports can be exported to Excel or CSV. Other formats include Power BI, PDF, and web formats.
     
     

10. How secure is my data in the cloud, and what measures are in place to protect it?

    • Your data in the cloud is highly secure. We employ advanced security practices, including MFA, 2FA, and robust infosec measures. Leveraging AWS and Azure servers enhances security. For specific details, please contact our security experts.
      
      

11. Is there a mobile app or web interface to access and manage reports on the go?

    • Your subscription includes a dedicated mobile-friendly website. A mobile app is in development. Most users access reports from desktops, laptops, or tablets.
      
      

12. What level of customer support can I expect?

    • Your subscription includes full support. Access the knowledge base and help center portal here. Urgent matters are addressed promptly. Primary support hours: M-F, 8a-5p CT.
      
      

13. Are there training resources to improve my reporting skills and knowledge?

    • Regular Help Center content, webinars, live sessions, and email subscriptions are available. You'll receive email updates about these opportunities as a new client.

We're excited to have you onboard with EBM Catalyst. If you have any further questions, feel free to explore our Help Center or reach out to our support team. Happy reporting!