Corporate Planner Finance

A reporting system that is geared to its users constitutes the core of a corporate performance management system between the principal functions of business planning and causal analysis.

  • Target group

    Designers of Corporate Planner Finance who already work with the solution and who would like to produce attractive reports and make them available via the Web Client.

  • Benefits

    In this training course you will gain in-depth knowledge of how to define meaningful reports in an attractive layout. What points should you bear in mind that will ensure your reports are easy for your managers and budget holders to understand? Our Trainers will provide you with the expertise that will enable you to present your data from Corporate Planner Finance in a reporting system that is geared to its users.

Training content

  • Ad-hoc tables compared with custom reports

  • Analysing and reporting in the planning table

  • Applications of the table report

  • Types and applications of table reports

  • Structure of various reports

  • Static and dynamic reports

  • Designing the report layout

  • Calculations within a report

  • Organisational reporting for single companies, subgroups and cost centres

  • Creating reports with multiple column headers

  • Using report templates

  • Printing and export of report groups

  • Creating a Controlling Report with Microsoft Word