Month-end and Regular Reporting

Your time is valuable, and producing management reporting month after month probably takes up too much of it. You need the right platform to streamline management and strategic reporting and reduce human error.

Management Reporting provides Managers timely insights into business operations and finances enabling quicker reaction times and better decision making at all levels of business.

Management and Operational Reporting can include a number of outputs:

  • Monthly departmental and divisional reporting
  • Variance to budget or forecast reports
  • Management scorecard reporting
  • Sales, production and inventory reporting
  • Commission and incentive reporting
  • Intercompany cost allocations reporting
  • Management or Statutory Profit and Loss reporting
  • Balance sheet and cashflow reporting

With MODLR's unique write-back features you can capture commentary and explanations within reports which can be stored and recorded for future reference. This simplifies the reporting commentary process and eliminates the distribution of Manual Excel Reporting.

Save time both in developing regular reports and reconciling differences due to human error by using MODLR for your Regular Reporting.

Integrate with your ERP system and pull the necessary information, then let the system perform all the checks. Notifications can be setup to let the administrators know if the load has finished successfully.
Your information can be presented in a variety of ways thanks to the MODLR flexible hierarchy system.
Slice and dice the data for gems of insight and make your new reports available to other MODLR users.
Feed all the planning (forecasting, budgeting and target setting) models into reports with actuals in real time, no need to run lengthy processes or manually format reports just to keep everyone on the same page!

Excel Integration

Plan and Report on MODLR models from within Excel Workbooks.

ERP Integration

Connect to your ERP to automatically pull the most recent actuals

Notification Support

Send emails or SMS alerts when submissions are made to the budget

Consolidate in Real-Time

Consolidate the plan in real time across entities and business units

Audit-Reporting

View Audit reporting of who changed what, and when

Automated Backups

Your information is safe and secure, no corrupt Excel workbooks or cell formula errors

Steps

  • Connect to the Trial Balance and Operational data systems
  • Create business hierarchies to provide more flexible reporting methods.
  • Define a model variable to hold the current month
  • Develop reports which use the current month model variable to dynamically reflect the latest information.
  • Define business logic to calculate margin % and other corporate performance indicators.
  • Deploy an application which is a collection of reports and dashboards to your colleagues.

Corporate Planning Tutorial

Have any questions?

Reach out to us and we’ll be sure to answer any questions you have.


Contact