This guide provides an overview introduction to reporting, aiming to help readers understand how to start working with reporting in Boardeaser and what possibilities the system offers.
Boardeaser provides the opportunity for a high degree of automation in monthly and quarterly reporting, both legal and operational. The system supports the needed reporting level, so you can schedule when the reports will be created or manually created.
Boardeaser's reporting aims to facilitate the entire process from ready bookkeeping to a compiled monthly report being presented. The idea is to build up several components that you use to merge into a report template. The template is then used monthly with fresh accounting data, and you fill the report with comments and reflections. When you are done, you publish the report for colleagues to read or download as a PDF and send it on.
This means that more hands-on work may be needed initially when you set up your reporting.
Click through to the guide below to see what the workflow can look like when you set up your reporting in the system: