introduction | overview | FAQ | demo
Q. What is the PerformaXRM?
Q. Does it give the Excel user access to any data within PerformaGlobal?
Q. Can I run a XRM report from within PerformaGlobal?
Q. How do I create a report?
Q. How do I run a XRM report?
Q. What are the technical requirements for the PerformaXRM?
What is the PerformaXRM?
The XRM is an Excel add-in which is activated from within Excel.
Does it give the Excel user access to any data within PerformaGlobal?
The XRM allows users to access any piece of information from within the PerformaGlobal database, including information stored as User Defined Fields as well as return, risk and dispersion calculations. The XRM, however, inherits the security aspects of PerformaGlobal, and a user must log into the XRM application before being able to use it. Once the user has logged in successfully, the same security rights and access to data that apply within PerformaGlobal also apply to an XRM user.
Can I run a XRM report from within PerformaGlobal?
Yes. From R3.0 onwards, users will have the ability to run XRM created reported in both the PerformaGlobal application and via their internal intranet using the Performa IRM web tool.
How do I create a report?
The XRM add-in provides a simple and easy to use menu structure that allows users to run XRM reports within Excel.
How do I run a XRM report?
PerformaGlobal has been specifically designed to be as flexible and user definable as possible. This enables the system to be implemented and running at client sites within days rather than weeks or months.
What are the technical requirements for the PerformaXRM?
The XRM requires Microsoft Excel 2000 or above, and PerformaGlobal R2.7.0 or above.