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Management Reporting

Empower your teams to quickly run ad-hoc and routine reports that can be delivered to leaders in an easy-to-digest-and-dissect format, allowing you to make informed business decisions.

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Stay on Top of Business Operations at All Times in Real Time

With software that contains real-time connections to ERP data, management reporting allows business leaders to monitor progress and stay informed. Never make decisions with outdated data again.

Refreshable Reports

With a direct connection to source data, quickly refresh management reports to ensure you work with the latest data.

Pre-Built, Configurable Templates

Get up and running fast with pre-built, configurable reports that allow teams to deliver management reports quickly.

Drill Into Detail

Need more answers to business questions? Dive into the details and pull additional data to support reports.

Easy-to-View Access

View data in the way that works best for your teams and your leadership. Excel or a web-based dashboard – it's your choice.

Commentary and Collaboration

Chat, share, and collaborate to increase productivity and develop a shared understanding of your numbers.

Summary Visualizations

Create data visualizations and reports to present data in a way that is easy to understand for team members in a rush.

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Eliminate Stale Reporting

95%

Organizations generate either all or mostly static reports

31%

Organizations produce reports completely or mostly manually

71%

IT departments spend at least an entire day each week on operational reports

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Use Cases

Management Reporting in Action

Discover how and where you can use management reporting within your organization to enhance financial, operational, and EPM reporting.

Financial Reporting

Optimize Resource Use and Minimize Costs – With seamless ad hoc management reporting, your finance team can spend less time building custom reports, resulting in more efficient day-to-day financial processes. Transform Strategic Financial Reporting – Turn lackluster EPM reports into dynamic C-Level insights. Deliver high-quality digital reports and dashboards. Allow finance teams to tell the story behind the numbers with built-in commentary. Improve Regulatory Version Control – Bring speed, accuracy, and consistency to creating high-frequency, recurring, multi-author reports. Leadership can review and use those reports in regulatory, internal, and external scenarios, keeping reporting consistent.

Operational Reporting

Uncover Actionable Insights from Enterprise Data – Get critical answers to operational questions straight from your data. Transform complex ERP data into actionable insights presented in everyday business language. Access rich reporting content, cutting-edge business intelligence, and metadata search technology from a single, intuitive user interface. Increase Reporting Efficiency – Give your team a head start with pre-built content packs, including business views with built-in ERPsmarts and interactive reports, visualizations, and dashboards, making it easier to understand your transactional data. This added intelligence enables your business users to analyze processes at a granular level, horizontally across your entire value chain. Effectively Respond to Business Problems – Answer critical business questions quickly with the ability to drill down in any report from summary to transaction level. Work with a tool that puts business departments in control of operational reporting because it understands your ERP and connects directly to your source data, supplying up-to-date information for informed decisions.

EPM Reporting

Improve Stakeholder Communications – Simplify communications with external stakeholders such as investors, regulators, or customers. Share critical information like financial position and performance in a format designed to meet their expectations and requirements, to effectively tell the story behind your numbers. Risk Management – Scenario planning can be used to anticipate and manage risks, such as changes in regulations, shifts in consumer preferences, or economic downturns. By identifying risks and developing contingency plans, businesses can minimize their exposure to potential losses and maintain continuity of operations. Improve Financial Transparency – With the ability to update your executive dashboards in real time and reports that can be issued in just minutes, board report software can help you keep your financial data timely and accurate, as well as available for everyone to see at all times.

Find Answers to What Keeps You Up at Night

You’re looking for a sign to point you in the right direction for that vital business decision, but the answer is usually in your organizational data. Take control of business planning with built-in management reporting in easy-to-use financial and reporting software and sleep easy at night know you’re working with accurate data.

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Reduce IT Hours and Expensive Outsourcing

When your teams rely on a technical expert with deep knowledge of source system data structures to create your reports, those hours and are expensive. Enabling your team with a self-service reporting tool gives you easy access to management reporting that makes sense and reduces the cost of custom report production.

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Bring Your Financial Story to Life

Finance teams no longer need to recreate reports from scratch due to inflexible layouts. With dynamic management reporting they can quickly meet reporting requirements. Collaboration and live chat features allow you to capture insights from multiple stakeholders then share one version securely with others on your leadership team.

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Frequently Asked Questions

What is management reporting?

Management reporting enables an organization’s leadership to identify, track, and assess the key performance indicators (KPIs) to measure performance against organizational goals. Compared to financial reporting, management reporting offers better visibility into your company’s performance and financial health—not just as a whole, but also across individual departments. Management reporting and analysis can provide greater depth of insights, including the ability to segment and analyze data according to a wide range of criteria and filters. Similarly, the data featured in these reports is more specific to a company’s operations. Instead of general accounting data used to represent the company’s financial health, management reporting makes use of key performance indicators, including metrics used to assess a company’s return on investment (ROI).

What are the advantages of management reporting?

Management reporting helps organizations gain insights into their performance and identify areas where they are performing well and areas where they need to improve. With the critical information provided, decision-makers are enabled to make informed decisions more quickly. Management reports also enable management to identify trends, patterns, and opportunities that can be leveraged to improve the organization’s performance.

How does management reporting differ from financial reporting?

Compared to financial reporting, management reporting offers better visibility into your company’s performance and financial health—not just as a whole, but also across individual departments. Management reporting and analysis can provide greater depth of insights, including the ability to segment and analyze data according to a wide range of criteria and filters. Similarly, the data featured in these reports is more specific to a company’s operations. Instead of general accounting data used to represent the company’s financial health, management reporting makes use of key performance indicators, including metrics used to assess a company’s return on investment (ROI).

How does management reporting benefit IT?

Management reporting provides operations leaders with critical information that can help them make informed decisions about IT strategy, resource allocation, and project prioritization:
  • Improves efficiency: Management reporting enables IT/ operations departments to identify areas of inefficiency and take corrective action, leading to improved productivity and cost savings.
  • Enables resource allocation: Management reporting enables IT/ operations departments to allocate resources effectively, ensuring that resources are aligned with the organization’s strategic objectives.
  • Facilitates risk management: Management reporting provides leaders with information on potential risks and vulnerabilities, enabling them to take appropriate measures to mitigate risks and ensure business continuity.
  • Supports compliance: Management reporting enables departments to comply with regulatory requirements and industry standards by providing a way to monitor and report on IT performance.
 

What are some key capabilities to look for in a management reporting tool?

For financial and operational reporting, direct access to the underlying source system is critical to ensure business users always have access to the latest information to address day-to-day decision-making. The reporting system should come pre-configured with a business view over the top of the source system. These business views ensure a short time to value and de-risk the implementation as the hard work of linking together potentially thousands of database tables has been done for you. The ability to drill down from summary to detailed transaction data is another critical capability to enable users to get to the root cause of any issues they are investigating. The system should also be easy to use and require minimal training. For some users, working in Excel, a tool they already know and love, is ideal; others may prefer an intuitive, drag-and-drop web interface.