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HOW TO USE PRESENTATIONS AND REPORTING PACKS IN BOARD

Board presentations empower users to tell stories with data that are specific to their role. Users can create a “cut-down” version of enterprise reports with only the information they need. They can then share the insights with their team or a colleague.

Reporting packs deliver huge time-savings. They reduce the effort required in manually collating month end reporting packs—which can be many pages long—by automating the process.

Watch this on-demand session to learn more about the Presentations and Reporting Packs in Board.

Episode #4: How to use Presentations and Reporting Packs in Board.

Key takeaways include:

How to bring data together from different Board screens and capsules into one reporting pack.
Analyse data ‘on the fly’ during a presentation by overriding data selections directly in a slide.
Easily keep presentations current with automatic updates when changes are made to a screen.
How to setup parameters so that users can filter data for their reports.
Easily share the reporting pack with security automatically applied based on user permissions.
How to incorporate commentary into Presentations and Reporting Packs.

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Presenters

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
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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