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) .

In this session, learn how to:

Combine financial and non-financial data to produce KPIs
Add financial ratios to your financial reports
Navigate new features to improve reporting

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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) .

In this session, learn how to:

Add widgets from different databases into one view
Reuse widgets in different dashboards
Subscribe to dashboards to get regular email notifications

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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) .

In this session, learn how to: