报告：创建和修改财务报告以进行预算和趋势分析的最佳实践.pdf

1、Reporting:Best Practices for Creating and Modifying Financial Reports for Budgeting and TrendingJim Bartow2CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address whe

2、n you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.3Age

3、ndaIntroductionLearning Objectives Session Overview Business Scenario DiscussionUse Case:Utilizing Best Practices to efficiently create Comparative Analytical Financial ReportsSolutionBenefits and Considerations DemoQuiz Summary and Key Takeaways Q&A|Survey Completion4Presented byERP Implementation

4、ConsultantLearning Objectives6Learning ObjectivesIn this session,you will learn how to do the following:Build an ARM report with budget variances and periodic trend analysisBest practices for column setsUse concepts such as hidden rows,calculations,and formulasDiscuss strategies for defining data so

5、urcesSession Overview8Importance of Budgeting and Trend Analysis in Financial ReportingRealtime Budgeting&Trending analysis provides the ability to respond more quickly to sudden shifts in market conditionsTrend Analysis evaluates the financial impact of economic trends and business strategies on th

6、e business entityIdentifies the effectiveness of financial forecasts over any desired time periods,and performance metricsProvides insight into the projected trends and impact of budget forecasts into the future Timely financial analysis can signal changes in market conditions and empowers quicker s