Remote Reporting Resource Center
As a finance or accounting professional, you’ve likely faced challenges trying to access your data, report on it, and ultimately close the books on time from home. These resources provide top tips you can leverage today.
How We're Helping
With the shift to home working now well entrenched, one thing that hasn’t changed is the accounting calendar. With continuing economic uncertainty, expectations are higher than ever, but with the added pressure of reporting more frequently to stay on top of the changing environment. Now, more than ever, you need the right tools to build your own reports, based on real-time data from your ERP, without relying on your overloaded IT team.
Empower Your Remote Finance Team With Excel Reporting
Finance teams need to provide answers to challenging questions which often require new reports and the ability to analyze data in fresh ways. Working remotely has added a layer of complexity as many finance users rely on IT to build and modify reports and provide data to support ad hoc analysis. Now, more than ever, you need the right tools to be successful. Watch this on-demand webinar to see how to:
Access real-time data from your ERP using Excel
Build your own refreshable reports without IT help
Quickly provide answers to today’s (and tomorrow’s) questions
Drill down to the detail you need to answer key questions
Resources to Help
Closing the Books Remotely
Automation is key to a fast, accurate close. By eliminating the need for human input and to ensuring access to reliable data your remote team will be able to spend less time on laborious, error-prone tasks and more time on value-added analysis.
Enhanced Visibility
With high inflation and rising interest rates working capital comes to the fore. New questions will continue to arise each week, demanding answers that finance teams must supply. Get a handle on costs, monitor shifting forecasts, and provide quick answers. Get started with some of our free downloadable templates or browse our repository of over 300 sample reports & dashboards.
Sample Report
Current Ratio Model
With insightsoftware’s solutions, your ERP or EPM can be connected to feed in data automatically to have the most up-to-date…
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Sample Report
Operating Cash Flow
Keeping an operating cash flow of the organization requires the careful and constant collection of data. Experience how this dashboard…
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Sample Report
GL Wand Report Wizard Quick Start
GL Wand’s Report Wizard is a three-step guided process that helps new users build the most common General Ledger row…
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Sample Report
Daily Cash Flow Tracking
This report combines the AP and AR aging with Payments and Collections data to get a daily view of the…
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Remote Productivity
When your entire finance team is working from home, how do you keep everyone motivated and ensure that they are working harmoniously as part of one team? Use these resources to keep everyone coordinated and productive:
Blog
Is Your Organization Ready for Self-Service Reporting? 5 Ways to Tell
Self-service reporting is an asset now and will be a business imperative soon. Is your company ready to optimize reporting…
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Recommended Articles
Blog
COVID-19 Financial Crisis: Frequently Asked Questions Answered
Get answers to frequently asked questions about how COVID-19 affects finance, accounting, and all aspects of the bottom line.
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Recommended Resources
On-Demand Webinar
CFO Panel | How to Navigate Your Business Through This Uncertainty
We have invited four CFO's to share their views on how to navigate your business through the uncertainty that COVID-19…
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Whitepaper
4 Things to Look for in a Financial Planning Solution
What do you need to look for in a financial planning solution? And what are the right questions to ask?…
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