Next level
3 sessions in this series
Discover how to build and customize your reports, build advanced visualizations, and master gap analysis.
Customising financial statements
Now on-demand
Uncover the power of statistical streams and custom calculations to merge financial and non-financial data for KPI generation, integrate financial ratios into reports, and skillfully navigate new features enhancing your reporting capabilities.
Presented by David Chambers (Senior solutions consultant) and Ella Martin (Field marketing manager) .
This session covers how to:
- Combine financial and non-financial data to produce KPIs
- Add financial ratios to your financial reports
- Navigate new features to improve reporting
Building advanced dashboards
Now on-demand
Discover the art of integrating widgets from diverse databases into a unified view, maximizing widget reusability across various dashboards, and effectively subscribing to dashboards for regular email notifications, streamlining your data accessibility and management.
Presented by Craig Medlyn (Technical sales manager) and Ella Martin (Field marketing manager) .
This session covers how to:
- Add widgets from different databases into one view
- Reuse widgets in different dashboards
- Subscribe to dashboards to get regular email notifications
Custom reporting + gap analysis
Now on-demand
Delve into leveraging custom and matrix modes to seamlessly report on multiple periods simultaneously, craft bespoke calculations like average sales per month, and effectively uncover product range gaps and trends for comprehensive business insights.
Presented by David Chambers (Senior solutions consultant) and Ella Martin (Field marketing manager) .
This session covers how to:
- Report on multiple periods in the same view, at the same time
- Build custom calculations (e.g. average sales per month)
- Identify gaps and trends in your product range
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