Caught Up in a Complex Web of Report Recipients and Requirements?
Manually Distributing Reports is Inefficient
Without the ability to schedule and automatically distribute reports, your team is under a great deal of pressure to ensure the right person is getting the right report. By necessity, you must check and recheck distribution lists which often leads to delays and missed deadlines.
Personalized Report Distribution Seems Impossible
You want to provide personalized reports that decision makers and other departments request. But, personalizing reports means repetitive manual refresh, filter, save as PDF, email, repeat. A slow and error-prone process that can take hours from your day.
You Field Constant Questions About Report Accuracy
Most built-in reporting solutions don’t have the capabilities required to communicate between teams and collaborate on reports. Lack of collaboration makes collecting, accessing, and interpreting data a challenge.
Personalized Report Distribution Made Simple
Run reports and dashboards for each user honoring their ERP security by defining specific distribution groups and using filter criteria. With the ability easily filter, restrict, password protect, and select format and delivery options, you can provide everyone in your organization with the personalized reports they want.
Advanced, Automated Distribution
Save time with an intuitive distribution management tool that allows you to automate the distribution of reports en-masse or individually. Quickly distribute month-end financial statements to senior executives, or anyone else, via PDF or Microsoft Excel format. Ensure that everyone is working from the same version of the truth and no one can dispute numbers in the boardroom.
A Finance Leader’s Guide to Taking a Vacation
Vacations are as important to your mental health as your physical health. Yet as a finance leader, it can be difficult to feel empowered to get away and leave your team for a week (or more). But with the right people, processes, and tools in place, your vacation dreams can become reality. Download these tips for taking a vacation and then book that flight.
Speak to an Expert