Use Cases

BluePlanner becomes a unified source of deduction data:

• Dimensional data like customer, product, and time period with detail to the level of the hierarchy you define
• Type of spending with alignment to general ledger codes
• Deduction age
• Workflow status
• Original value and what has been reconciled

BluePlanner reports facilitate the centralized creation of templated reports with user personalization that can be saved. Out-of-the-box dashboards provide visualizations designed for different subject matter and use cases. UpClear can also create custom reports and data extracts.