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Management reporting

Drive informed decisions with more intuitive and well-documented reports

Drive informed decisions with more intuitive and well-documented reports

 

Management decisions are rarely based solely on financial data in a spreadsheet. Decisions require additional information in the form of text, comments, and justifications as well as collaboration between decision-makers.  With Tagetik CDM, you can create intelligence-based management reports that include:

  • The ability to combine text, data, and commentary in a “board book” format in Microsoft Word

  • Build accountability and collaboration directly within the document

  • Eliminate the need to manually compile data in Excel and/or Word to meet management and board reporting format requirements

  • Produce management reports from the same source as regulatory reports

  • Eliminate discrepancies between regulatory reports, management reports and financial statements

  • Track financial and non-financial performance indicators (KPIs) and Web-based dashboards for management analysis

  • Create scenarios and perform variance analysis with the ability to comment directly on the report

  • Provide business users with key information in an intuitive Word document rather than a multi-tab Excel workbook

  • As part of a unified solution for performance management Tagetik CDM has direct access to the full function BI and analysis capabilities in Tagetik 4.0

 

Learn more!

 

 

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