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HOW TO USE THE WEB VERSION OF BOARD TO DESIGN FINANCIAL REPORTS.

With the Income Statement report being one of the primary financial reports that businesses generate to evaluate their performance, we often receive requests from users to help them with making changes or to design a new report.

In this session of Lunch ‘n’ Learn, we will help you to sharpen your Board report design skills. Join us to learn how to design a custom summary Income Statement. Gain an understanding of the process behind report creation including the data model definitions and designing the report.

Episode #11: 
How to use the web version of Board to design financial reports.

Tuesday 12th October  |  12:30 to 1:15 PM AEDT 

Key learning outcomes:

  • How to create a summary Income Statement including setting up the account summary entity and creating the relationships between the account entity and reporting line entity.
  • How to create rules to calculate totals and subtotals.
  • How to create a template format and apply it to the summary report.
  • Create and 'publish' the Summary Report.
  • Learn how to define key reporting items such as variance calculations, alerts, filters, and formats.

This is a Lunch ‘n’ Learn session you don’t want to miss.

Join Michael and Alberto for an informative session and sharpen your Board report design skills.

This session is delivered using the web version of Board.

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Presenters

Michael Foertsch
Michael Foertsch

Customer Services Manager

Michael is a high performing business professional with over 20 years' experience in the IT industry. He has worked in various roles including technical product support, business development, account management, team leadership, and strategic business management. He has a proven record of being comfortable and accomplished in helping organisations improve their business systems as well as leading and mentoring individuals’ personal development.

Alberto Fiocca
Alberto Fiocca

Business Intelligence Consultant

Alberto is a Business Intelligence consultant specialising in planning, Corporate Performance Management (CPM), and solution design and implementation. He has over a decade of IT experience supporting clients on their path to transformational improvement, challenging them to focus on the final objectives within their organisation.

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