Top 10 Management Reporting Best Practices To Create Effective Reports

datapine

Management reporting is a source of business intelligence that helps business leaders make more accurate, data-driven decisions. But, these reports are only as useful as the work that goes into preparing and presenting them. What Is A Management Report? Reporting

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.

Embedding Operational Reports: Everything Product Managers Should Know

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

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 reporter’s notebook

O'Reilly on Data

Continue reading The reporter’s notebook Mark Hansen explains how computation has forever changed the practice of journalism.

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.

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?

KPI 182

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

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.

How can managers best create sales reports?

Phocas

BI software helps managers report on their sales processes more accurately and gain insight into their customer's buying behaviours, to adapt better to the needs of the market.

Sales 130

How IT Managers can slash reporting times

Phocas

The IT manager is often burdened with ad hoc report requests and solving organizational data challenges. These tasks take you away from important jobs like improving the business by adding or upgrading systems or driving efficiencies with your tech stack. Job Role - IT

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

Assessing the Five Styles of Enterprise Business Intelligence

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.

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.

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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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.

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

EPM Reporting Best Practices for 2019

Jet Global

EPM reporting is a critical component of performance management. Improving performance begins by understanding where strengths and weaknesses exist, and EPM reporting is designed to expose them. Users should also be able to produce reports that are clear enough for anyone to understand.

The Real Difference Between Reporting and Business Intelligence

Sisense

Reporting and business intelligence are often used to refer to the same thing — but wrongly so! The difference between reporting and business intelligence goes beyond charts for the first or data correlations for the second. Reporting and BI serve two different business needs.

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.

Assessing and Fostering a Culture of Innovation

Speaker: Magnus Penker, CEO & Founder, Innovation360 Group

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.

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?

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).

Dynamic Reporting in Oracle E-Business Suite: 3 Real-Life Success Stories

Jet Global

When Oracle discontinued its Discover reporting tool , it left companies scrambling to find an alternative. Regardless of the strengths or weaknesses of Discover, many users relied on it as their primary reporting solution. Oracle EBS Reporting from insightsoftware.

IDC report names IBM the #1 market leader in AI

IBM Big Data Hub

This according to a new IDC report which names IBM as 2018’s market leader in AI. Among organizations investing in AI hardware, software or services, more will buy IBM and rely on Watson than any other vendor. So just what sets apart IBM as leader of the AI provider pack

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.

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.

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?

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.

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?

[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.

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.

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.