Download the presentation here.
The right software makes developing a customized report simple and fast. And we can prove it.
Watch Bill Constantopoulos, Director of Gray, Gray & Gray’s Sage Intacct Advisory Practice, as he creates a full-blown, custom financial report!
Bill demonstrates the essential parts of a well-structured report, provides organizational tips, shows the most efficient ways to import and display data, and describes methods of targeted distribution and feedback.
You will learn about:
- Essential visibility – Creating multiple points of accessibility, anytime and anywhere
- Financial reports and charts – Getting the real-time data you need, right when you need it
- Activity-specific reporting – Using task-centered data collection focused on selected functions
- Ad hoc reports – How to create cross-data reports from multiple sources
- Robust permissions – Boost security and clarity by sharing only what is needed, with only those who need it
- Customized reporting – How to break out of the “report rut” and collect and report on information specific to your organization and its needs
