Reporting & Analytics

You trust your numbers, now get more out of them

Spend less time creating reports and validating source data, and focus on generating insights and other value-added activities.

With Tagetik reporting and analytics, it’s easy to create, share, access and distribute reports - on the web, on a mobile device or through familiar Microsoft tools such as Word, Excel, PowerPoint and SharePoint.


Reporting Software Analytics Software


Report creation
Generate reports



 < 2 days

Monthly reporting


One set of tools for all requirements

One set of tools and one set of financial data for all requirements for analytics, reporting, dashboards and mobile BI

Easily build, publish, maintain reports

Empower your users to easily build, create, publish and maintain analytic models, reports, dashboards and ad-hoc analysis

Immediate insights and report generation

Immediate insights and report generation without depending on IT support

Simplify and speed up the process

Simplify and speed up the process of producing monthly reports and analysis

No new product to learn

No new product to learn - leverage existing skillsets including native Excel

Self service modeling

Self service modeling ensures all users get the value out of their data

Reporting and Analytics Key Capabilities include

Diverse Users, Diverse Options

From financial reports and statements, to interactive dashboards, to ad-hoc analytics or simply extending Microsoft Excel analysis, Tagetik meets the diverse needs of different users across the organization. From power users in Finance, to non-technical users, Tagetik offers reporting options for everyone.

Ease of use

Creating, collaborating, sharing and distributing reports is simple for all users- even non-financial or non-technical users. With Tagetik’s intuitive drag and drop, drill down and visualization features, insights are at your fingertips and readily accessible for all users across the organization.

Single Version of the Truth

Say good-bye to discrepancies between financial statements, reports and analytics because all data comes from the same trusted, vetted CPM repository and applies the same logic, rules, calculations and financial intelligence. Use Tagetik to make informed business decisions with confidence.

Advanced Visualization

With innovative features including dynamic charts, heat-mapping and geo-mapping, you can easily combine and drill down into data to build reports that meet today’s high demand for visual, accurate and actionable information – the way you need it, when you need it.

Built for Finance

Tagetik reporting and analytics empowers the Office of Finance to build, create, publish and maintain analytic models, reports, dashboards and ad-hoc analysis on their own, within the familiar Excel interface or Tagetik’s – without requiring IT or a lengthy learning curve.

Collaborative Disclosure Reporting

Tagetik supports collaborative disclosure reporting, such as annual reports and board books, which combines financial and narrative components. Using Tagetik’s packaged templates, accessed through Microsoft Office (Word, PowerPoint, Excel), it’s easy to create professional-looking reports and even distribute via SharePoint.

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Regulatory and Management Reporting

Tagetik automates financial, management and regulatory reporting. From XBRL filings, to proxy statements and regional or industry-specific regulatory mandates - like Solvency II, Basel III, FinRep/CoRep - Tagetik manages the complexity of reporting so you can focus on the analysis.

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Native Microsoft Integration

Tagetik natively integrates Microsoft Excel, Word and PowerPoint, SharePoint, PowerPivot, PowerView and PowerBI. This enables the Office of Finance to extract more value from its existing Microsoft Business Intelligence footprint, without a lengthy learning curve or requiring IT involvement.

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Advanced Technology

Tagetik’s unified corporate performance management software offering provides a modern and comprehensive solution that includes packaged financial intelligence, in-memory data processing, robust analytics and integration to other systems, databases, programs and applications such as SAP, Microsoft and Qlik.

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Tagetik's Reporting and Analytics Software is trusted by leading companies across all industries


Global Planning System

Read the Case Study


Consolidation, Closing, Budgeting & Planning, KPIs, Reporting & Analysis

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Consolidation, Budgeting & Planning, Reporting

Read the case study

Johnston Press

Budgeting, Forecasting, Reporting, Analysis (on the Cloud)

Read the case study


Solvency II, Disclosure Management, Consolidation, Reporting and Analysis

Watch the Video

M+W Group

Budgeting, Planning, Consolidation, Disclosure Management

Read the case study

Watch the Video


Customer Quotes

On Demand Webinar

Qlik & Tagetik - Insights from Trusted Financial Data

There is no other combination that provides the Office of Finance with complete control of managing finance processes and producing, vetting, and disclosing financial information with the confidence to make it seamlessly available to those who need it without risk of losing control over the accuracy and auditability of the data.

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