Master Salesforce Reports With Modern Reporting Tools – Examples And Templates

datapine

Here, we’ll look at what a Salesforce report is, explore working Salesforce report examples, and consider how to unlock extra value by exploring the platform’s data with professional Salesforce dashboards created with powerful reporting tools. What Is A Salesforce Report?

8 Examples Of Financial Reports You Can Use For Daily, Weekly, And Monthly Reports

datapine

As a business, you need the reliability of frequent financial reports to gain a better grasp of your financial status, both current and future. Exclusive Bonus Content: Reap the benefits of the top reports in finance! What Is A Finance Report? Create fully customizable reports.

The Zendesk Benchmark Report

Corinium

When customers speak with companies, they want to do so with the same digital channels they use to communicate with friends and family. And they expect the experience to be effortless.

The Zendesk Benchmark Report

Corinium

When customers speak with companies, they want to do so with the same digital channels they use to communicate with friends and family. And they expect the experience to be effortless.

Dresner Advisory Services’ 2019 Wisdom of Crowds Data Catalog Market Study

28 Sales Reports Examples You Can Use For Daily, Weekly or Monthly Reports

datapine

Using daily and/or weekly sales reports with your team may be the single most powerful action you can take to increase your team’s performance. In this post, we will outline the definition and examples of Daily Sales Reports , followed by Weekly Sales Reports , and finishing with Monthly Sales Reports and templates you can use for your reporting practice (click on the link to jump directly to the relevant part of the article). What Is A Sales Report?

Infographic: 11 Steps to Transition into Data Science (for Reporting / MIS / BI Professionals)

Analytics Vidhya

Introduction Do you often work with reports in Excel? The post Infographic: 11 Steps to Transition into Data Science (for Reporting / MIS / BI Professionals) appeared first on Analytics Vidhya. Career Data Science Infographics Business Intelligence data science MIS reportingOr regularly build dashboards and visualizations in Tableau or Power BI? If you answered yes.

Your Ultimate Guide To Modern KPI Reports In The Digital Age – Examples & Templates

datapine

Moreover, within just five years, the number of smart connected devices in the world will amount to more than 22 billion – all of which will produce colossal sets of collectible, curatable, and analyzable data, claimed IoT Analytics in their industry report. What Is A KPI Report?

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The Importance Of Financial Reporting And Analysis: Your Essential Guide

datapine

Financial analysis and reporting are one of the bedrocks of modern business. While you may already know that financial reporting is important (mainly because it’s a legal requirement in most countries), you may not understand its untapped power and potential.

How to overcome reporting challenges in your business

Phocas

The ability to generate accurate, relevant and timely reports is critical if a company is to remain competitive in today's marketplace. However, as many executives know, traditional (static) reporting methods have a range of shortcomings.

Embedding Operational Reports: Everything Product Managers Should Know

Speaker: Dean Yao, Sr. Director of Product Marketing, Logi Analytics

Operational reports help get information to the people who need it most, in formats they understand, and in a timeframe that matters. Join the webinar to learn how embedding operational reports can give your users a precisely formatted, ready-to-analyze view of their operational activities.

11 Steps to Transition into Data Science (for Reporting / MIS / BI Professionals)

Analytics Vidhya

The post 11 Steps to Transition into Data Science (for Reporting / MIS / BI Professionals) appeared first on Analytics Vidhya. Career Data Science Interviews Business Intelligence career data science MIS reporting

Why you need self-service reporting

Phocas

This is why many companies are arming themselves with on-demand reporting. Self-service reporting allows users to produce reports and visualizations on-the-go. In today’s fast-paced business environment, it can be difficult to predict and prepare for the future.

How to create a report on yesterday’s sales activity

Phocas

Waiting for traditional reports is often a long and frustrating process. Because these reports are usually generated by the IT department and can take time to be completed. Oftentimes, factors change, making it obsolete by the time the report is received.

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Intelligent Reporting - How Big Data and AI Are Changing the Way We Create and Analyze Reports

DataFloq

According to a report published by Deloitte, the main connection between making a decision on all business levels, and utilizing AI, lies in a partnership – humans having the final say on defining questions, issues, and answers while AI analyzing large volumes of data to provide a constructive basis.

Executive Report: The Customer Data Too Often Overlooked by the C-Suite

This report. Deliver impactful reports Make it easy for anyone across the organization. Implement reporting solutions. These reports will cut through. reporting–that transforms the contact center into a customer engagement center and a valuable source. Reporting

How Big Data Could Change Environmental Reporting

DataFloq

Big data is also the key to improving the way we conduct environmental studies and engage in environmental reporting for the purposes of regulatory compliance — and, ultimately, the key to making improvements. Data is everywhere today and in every industry — and it's remaking how we manufacture products, construct homes and buildings, feed ourselves, manage our resources and much more.

Drillthrough from Paginated Report to Power BI

Paul Turley

Drillthrough from Power BI to an SSRS Paginated Report

Paul Turley

Navigating from a Power BI report to an SSRS Paginated report with filters and parameters. This recipe primarily involves Power BI report design techniques. If you are less-experienced with Power BI you can use this as an example for future report projects.

BI 110

Business Intelligence vs. Automated Reporting: Which Do You Need?

Sisense

Both automated reporting and business intelligence can help businesses perform better but in different ways. With automated reporting, organizations can simply produce reports faster and with less effort from business data without further analysis. What is Automated Reporting?

Assessing the Five Styles of Enterprise Business Intelligence

What Is Ad Hoc Reporting – And Do I Need It?

Sisense

With better BI, you can run those calculations on your own, with near-to-real-time data, producing reports fast. What is Ad-Hoc Reporting. The point of ad hoc analysis is to fill in the gaps left by regular reporting. Parameterized” vs Ad Hoc Reporting.

The Magic of Real-Time Reports

Data Virtualization

Comprehensive, value added reports are at the heart of what they provide, but these were taking them a few. Altus Analytics provides real estate investors with the technology and data they need to derive the best value from their properties.

Speed, Focus, Smart Insights: 5 Google Analytics Custom Reports FTW!

Occam's Razor

Standard reports stink. Custom reports rock! Why would a report created for everyone work for the special someone that you are? Custom reports allow you to deeply focus (by eliminating the rif-raf metrics and dimensions, they save time and show just what you want).

Drillthrough Navigation Between Power BI and SSRS Paginated Reports

Paul Turley

Report navigation is, in my opinion, the essence of true data exploration and discovery. SSRS and Power BI are truly a dynamic duo for reporting and data discovery.

BI 77

Assessing and Fostering a Culture of Innovation

Speaker: Magnus Penker, CEO & Founder, Innovation360 Group

SEC Investment Company Reporting Modernization Support

Perficient Data & Analytics

The first thing any investment company must do in response to the new SEC Investment Company Reporting Modernization is evaluate its current state of readiness. Longer-term measures may be necessary to shore up existing data and reporting platforms and calculation engines. The outcome of these measures would be quicker turnaround with reduced manual intervention, and greater confidence in the reports’ accuracy.

Investment Company Reporting Modernization Goals & Expectations

Perficient Data & Analytics

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The SEC wants to improve: The quality of information that funds report to the Commission. Ease of access, aggregation, and analysis of the reported data by the Commission and the public. Form N-CEN: Requires investment companies to report census-type information annually in a structured data format.

SEC Investment Company Reporting Modernization Program Challenges

Perficient Data & Analytics

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. Data Governance: Data dictionary, lineage, and stewardship processes must be established for required data elements used in the new reports, as well as demonstrated to the SEC, if required.

[Guide] SEC Investment Company Reporting Modernization

Perficient Data & Analytics

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules , which require registered investment companies to modernize their reporting and disclosures. Our new guide discusses the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions, including: Why the SEC established new rules.

A Digital Smile for Gartner Critical Capabilities Report 2019

Sisense

But frankly, as a data geek, it is a pretty boring report. That is exactly where the Gartner Critical Capabilities Report for Analytics and BI Platforms comes in. Published a few months after the MQ, this report provides more than a glimpse at the mountain of data behind the Gartner MQ.

SEC Investment Company Reporting Modernization Foundational Work

Perficient Data & Analytics

In a new guide , we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. By now, you should have a program in place that covers the following work streams: Engage Report Filing Provider: Initiate a project with the selected service provider to collect and process data, and file the required forms.

Magnificent Mobile Website And App Analytics: Reports, Metrics, How-to!

Occam's Razor

Dive into Mobile Reporting and Analysis. Dive into Mobile Reporting and Analysis. Dive into Mobile Reporting and Analysis. What do you learn from this report? What do you learn from this report? What do you learn from this report?

SEC Investment Company Reporting Modernization Deadlines

Perficient Data & Analytics

In a new guide , we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares some deadlines the new rules present. Form N-PORT. If you are a larger entity with net assets of over $1 billion, you were initially required to comply by June 1, 2018. The SEC has granted a nine-month delay, but you must still gather and maintain all the required data as of June 1, 2018.

Report Redesign Tricks that Really Work! Make Your Materials More User-Friendly [Guest Post by Sara DeLong]

Depict Data Studio

I previously invited her to write about the 30:3:1 approach to reporting. Check out her latest tutorial, which is all about report redesign strategies that can be accomplished with everyday software you already have. Report Cover Tips.

Replacing FRx and Management Reporter: What You Need to Know

Jet Global

Since implementing your Dynamics GP solution, you have probably been doing what you can with the financial report writers that came with it. What to Consider Before Replacing Management Reporter. So, what are the signs that you need a better financial reporting solution?

3 Monthly And Annual HR Report Templates To Empower Your Business

datapine

Furthermore, frequent reporting through HR analytics tools helps companies uphold their business culture, attract and retain employees, and provide them with invaluable knowledge while offering the astute ability to perform at their best potential. Exclusive Bonus Content: Learn more on monthly and annual HR reports! Get our short and sweet summary on HR reports to share with your team! What Is An HR Report? Why Do You Need HR Reports? Dashboarding Reporting

High-Quality AI And Machine Learning Data Labeling At Scale: A Brief Research Report

KDnuggets

2019 Jul News AI Cloudfactory Machine Learning Report ResearchAnalyst firm Cognilytica estimates that as much as 80% of machine learning project time is spent on aggregating, cleaning, labeling, and augmenting machine learning model data. So, how do innovative machine learning teams prepare data in such a way that they can trust its quality, cost of preparation, and the speed with which it’s delivered?

2019 Open Source Database Report: Top Databases, Public Cloud vs. On-Premise, Polyglot Persistence

DataFloq

We found all the answers you need at the Percona Live event last month, and broke down the insights into the following free trends reports: Top Databases Used: Open Source vs. Commercial.

Tips to Improving Report Performance – Webinar August 8, 2019

Jet Global

One of the most common questions asked during Jet training and support calls is, “how can I be sure that my reports are running at optimal speed?” ” While there isn’t a “one size fits all” approach to maximizing report performance, there are some great tips and essential rules to follow when building a report that will improve how fast it can run.