Home » Events » Pegasus Refresher Course Part 4: Excel With Pegasus XRL

I’m Going To Show You How To Excel With Pegasus XRL.

I will teach you how to be more efficient in Pegasus, Increase productivity & visibility through automation & reporting prowess.

About The Webinar:

Rachelle Gray, Technical Services Manager at award-winning HBP Systems, is one of the country’s top leading Pegasus Support Specialists.

"The fourth and final instalment of our Pegasus Refresher Course will demonstrate how to get even more out of your Opera 3 software by extending it with Microsoft Excel integration. Pegasus XRL is an award-winning reporting tool that enables Opera 3 users to export your live financial data into a spreadsheet. Providing instant access to real-time information locked in Opera 3, this tool makes it easier to monitor and analyse your figures with additional power and granularity. This August our leading Pegasus Support Specialist and Technical Services Manager, Rachelle Gray, will be reviewing the key reporting capabilities with XRL to achieve maximum efficiency when extracting and viewing your data.".

Key Topics:

  • How to configure straightforward lists with your exported data.
  • How to construct grid reports, with details and summaries.
  • How to create summary links and the functions available.
  • How to perform an XRL stock writeback.

About The Presenter

Rachelle has worked with Pegasus in a support context for over a decade. Starting as a trainee on the support desk, she quickly showed an appetite for not only learning how to use the software by a real passion for helping others use it to its best effect. Progressing through the ranks to Technical Services Manager, Rachelle has seen many changes within the Pegasus Opera software over the years, but also dealt with thousands of support requests and personally contributed to receiving numerous awards for HBP Systems including Customer Service Excellence in 2017.

With the passion to help her customers, Rachelle single-handedly wrote the leading guide: A Beginner’s Guide To Pegasus Opera 3. Having used Opera in a support context for such a long time, whilst being accredited with Level 3 AAT and CIPP, Rachelle not only understands how to use the software – including all of its idiosyncrasies and quirks, but fundamentally appreciates the business requirements behind what the software is doing. This makes her knowledge invaluable to our customers, and it’s this mastery of the product that she wants to pass on in these webinars.

About HBP Systems Pegasus Support

“THE PEGASUS SUPPORT TEAM ARE SIMPLY THE BEST! THERE ARE NO WORDS THAT CAN PRAISE THEM ENOUGH!”

When you’re a Pegasus Support customer of HBP Systems you’re doing more than just buying a product or service – you are receiving a 100% guarantee of on-going, dedicated support. We invest in our team to build long-lasting relationship with our customers. We understand the importance relationships as it enables us to better support our customers’ individual requirements.

  • All of our Pegasus Support Team are AAT accredited.
  • Services Level Agreement – 1-hour response time & 8-hour fix time.
  • Pegasus Business Partner – Pegasus have acknowledged that we are fully trained on all accounts packages.
  • On-going support by an account manager who is specialised in providing continuous installation support.
  • Award-Winning Customer Service
  • 99% Customer Satisfaction
  • 97% Customer Retention

By Training We’re All Gaining

Best Today, Better Tomorrow is our company mission statement, and this continues through our Pegasus Support service. This is vital to us as it enables our support team to constantly evaluate their understanding of our customers and their requirements so we grow together.