ANNUAL REPORTS AND PRESENTATIONS WITH THE MICROSOFT ADD-INS

CoPlanner provides a new MicrosoftPowerPoint Add-In with the update available since the beginning of 2017. This is another helpful addition to the already released Microsoft Word Add-In. The business figures from CoPlanner can be edited even more easily in the familiar Microsoft environment and quickly prepared as an annual report or presentation for the recipient groups.

After a simple and quick setup, reports from CoPlanner can be inserted into Word and PowerPoint, edited and individually formatted. If necessary, the imported figures can be quickly updated and changed, as a direct link to CoPlanner is maintained. It is possible to use all Microsoft Office features as usual, define various filters for quick customization and adjust the appearance according to corporate design specifications.

EDIT REPORTS INDEPENDENTLY AND OFFLINE

It is also possible to save the reports in Word and PowerPoint and continue working online. Changes to the layout can thus be made from any location even without access to the CoPlanner client and server. If the reports are to be made available to all clients again, the report is simply saved on the CoPlanner server.