The workflow for setting up your reporting can look like this.
- Upload accounting
- Upload other data points such as budget/forecast, cost centres/business areas and KPIs (Data not included in accounting)
- Create business areas
- Upload budget
- Upload KPI
- Create components based on needs (Components are tables, graphs, widgets)
- Now, you can assemble all the components into a report or a report template to use for future reports. The recommendation is to create a report template that you use as a starting point each month.
- Create a report
- Create report template
- Download from the template library