In this article:
Index | Step 1 | Step 2 | Step 3

Get started with your account

When you sign up, your account already contains a number of predefined reports and data. It shows example financial data of a fictitious coffee company (we really like coffee ..) based in several countries around the world.

Let us take you on a quick tour:

diagram steps tutorial account

View the reports

Click on My data - Run reports to take a look at some standard reports that demonstrate different features:

  • Trial balance - showing the consolidated trial balance, typically used to check imported data. All layouts are using standard reports.
  • Profit & Loss - showing the consolidated Profit & Loss statement, both actual and planned. It uses calculated fields and shows standard reports as well as drilldown reports.
  • Profit & Loss - showing the the consolidated Profit & Loss statement, as per EBITDA and EBIT, both actual and planned. The EBIT coding is derived from the Chart of Accounts.
  • Profit & Loss PER/YTD - showing the consolidated Profit & Loss statement, for the selected period, Year-To-Date, and Full Year. It requests the user to select a financial period, which drives the logic of period-discrete and year-to-date reporting.
  • Revenue analysis - showing various types of revenue analysis using charts.

Edit your structure

Click on My data - Edit data to enter the information about your own company structure, such as:

  • Companies - the list of companies.
  • Business units - the list of business units or cost centers (this is optional).
  • Chart of Accounts - your Chart of Accounts. You can also import this from a file, which is easier than typing it in manually.
  • Periods - the list of financial periods. We recommend that you use the YYYY-MM notation, so that you can take advantage of built-in functionality.

Import your data

Click on My data - Import data to import your own data using our Excel templates:

  • Chart of Accounts - import your own Chart of Accounts.
  • Monthly Actuals - import your own monthly financial data.
  • Annual Budget - import your own annual budget data.
Read more: Import your data

All done !

You have finished the tour, and imported your own data. Well done!

screenshot tutorial dashboard report example

If you need to, you can amend the reports and structure to your needs at any point in time.

Recommended reading:
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