Achieve More

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.