What do you need to report on, and at which level? Which dimensions or segments does your business have? What is your management structure?
Don't make things too complex. Focus on information that you can translate into actions and decisions. Don't include more detail than necessary to understand the results and to make informed decisions.
The quality of your reports is directly affected by how well you structure your chart of accounts, list of departments, cost centers, product groups etc. Make sure these are clear and unambiguous, with a clear hierarchy and grouping.
Try to avoid manual processing of data. Integrate your other systems directly, so you can save time and improve data quality.
Focus on high-level KPI's and reports, where needed supported by drilling down into detail. Focus on providing key indicators, rather than lots of detail.Request A Demo
Curious about the standard reports we offer? Take a preview here of reports in our Essentials collection.Select a report
Create your own dashboards by combining your favorite reports and models on one page.