Expertise Beyond the Numbers

Revolutionize Management Reporting with Sage Intacct’s Native Functionality [Webinar]

We sat down with SC&H Group’s Brett Schneider and James Cotter for a deep dive into Sage Intacct’s Management Reporting. With this native functionality in place, organizations can revolutionize their management reporting and benefit from a deeper understanding of how to leverage it to reduce the time it takes to produce reports and reduce the risk involved in a manual report creation process.

In this on-demand webinar, Brett and James discuss best practices & tips and tricks in producing management reporting and calculating KPIs. They use a case study to discuss how they moved from an Excel-based reporting process reliant on multiple data sources to producing self-service monthly reports directly out of Sage Intacct; leveraged account groups, dimension groups and structures, and dimensionalized reporting to produce powerful reports and KPIs; created a monthly import process to bring in key data points needed to calculate KPIs; and setup role-based dashboards to provide KPIs and other key reports to those who need it.

If you have any questions or would like to talk to someone from our team directly about how we can help your organization revamp your management reporting, we’d love to hear from you. You can reach out to one of our Sage Intacct experts here.