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Example of a Balance Sheet Report for Bank Branches

What is a Balance Sheet Report for Bank Branches?

Branch-level Balance Sheets are considered essential month-end reports and are used by corporate executives and branch managers to track actual balances and variances for assets, liabilities and equity figures. Some of the main functionality in this type of report is that it enables the user to run them for any month and any bank branch, including at the consolidated level. The columns compares the current month to the same period last year as well as to the budget, and it calculates the variances and enables drill-down to detail. You find an example of this type of report below.

Purpose of Branch-level Balance Sheets

Banks use Branch-level Balance Sheets to enable variance analysis for branch-level balance sheet metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a bank can improve its fiscal- and strategic decisions, and it can reduce the chances that managers don’t quickly discover major variances and the reasons behind them.

Example of a Branch-level Balance Sheet

Here is an example of a Branch-level Income Statement Report with prior year and budget variances.

Example of a Balance Sheet Report for Bank Branches

Example of a Balance Sheet Report for Bank Branches

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, finance leader.

Other Reports Often Used in Conjunction with Branch-level Balance Sheets

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Branch-level Balance Sheets, along with income statements, consolidated balance sheets, cash flow statements, trended financial statements, KPI reports, executive dashboards, budget models and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Income Statement Report for bank branches

What is a Income Statement Report for Bank Branches?

Branch-level Income Statements are considered essential month-end reports and are used by corporate executives and branch managers to track revenues, expenses and profitability. Some of the main functionality in this type of report is that it enables the user to run them for any month and any bank branch, including at the consolidated level. The columns compare the current month to the same period last year as well as to the budget, and it calculates the variances. You find an example of this type of report below.

Purpose of Branch-level Income Statements

Banks use Branch-level Income Statements to enable self-service analysis of the monthly performance of each branch, including monitoring of variances from plan and prior year. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a bank can improve its strategic decisions and profitability, and it can reduce the chances that managers don’t quickly discover major variances and the reasons behind them.

Example of a Branch-level Income Statement

Here is an example of a Branch-level Income Statement Report with prior year and budget variances.

Example of an Income Statement Report for bank branches

Example of an Income Statement Report for bank branches

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, finance leader.

Other Reports Often Used in Conjunction with Branch-level Income Statements

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Branch-level Income Statements, along with consolidated income statements, balance sheets, cash flow statements, KPI reports, executive dashboards, budget models and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Balance Sheet Report for credit union branches

What is a Balance Sheet Report for Credit Union Branches?

Branch-level Balance Sheets are considered essential month-end reports and are used by corporate executives and branch managers to track actual balances and variances for assets, liabilities and equity figures. Some of the main functionality in this type of report is that it enables the user, based on security access rights,  to run them for any month and any credit union branch, including at the consolidated level. The columns compare the current month to the same period last year as well as to the budget, and it calculates the variances. You find an example of this type of report below.

Purpose of Branch-level Balance Sheets

Credit Unions use Branch-level Balance Sheets to enable variance analysis for balance sheet metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its fiscal- and strategic decisions, and it can reduce the chances that managers don’t quickly discover major variances and the reasons behind them.

Example of a Branch-level Balance Sheet

Here is an example of a Branch-level Balance Sheet Report with prior year and budget variances.

Example of a Balance Sheet Report for credit union branches

Example of a Balance Sheet Report for credit union branches

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, finance leaders.

Other Reports Often Used in Conjunction with Branch-level Balance Sheets

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Branch-level Balance Sheets, along with income statements, consolidated balance sheets, cash flow statements, trended financial statements, KPI reports, executive dashboards, budget models and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Income Statement Report for credit union branches

What is an Income Statement Report for Credit Union Branches?

Branch-level Income Statements are considered essential month-end reports and are used by corporate executives and branch managers to track revenues, expenses and profitability. Some of the main functionality in this type of report is that it enables the user to run it for any month and any credit union branch, including at the consolidated level. The columns compare the current month to the same period last year as well as to the budget, and it calculates the variances. You find an example of this type of report below.

Purpose of Branch-level Income Statements

Credit Unions use Branch-level Income Statements to enable self-service analysis of the monthly performance of each branch, including monitoring of variances from plan and prior year. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, a company can improve its strategic decisions and profitability, and it can reduce the chances that managers don’t quickly discover major variances and the reasons behind them.

Example of a Branch-level Income Statement

Here is an example of a Branch-level Income Statement Report with prior year and budget variances.

Example of an Income Statement Report for credit union branches

Example of an Income Statement Report for credit union branches

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, branch managers, finance leaders.

Other Reports Often Used in Conjunction with Branch-level Income Statements

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Branch-level Income Statements, along with consolidated income statements, balance sheets, cash flow statements, KPI reports, executive dashboards, budget models, forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Monthly Billing Trends by Consultant Report for Professional Services Companies

What is  Monthly Billing Trends by Consultant Report?

Monthly Billing Trend Reports are considered revenue and performance analysis tools and are used by Consulting Managers and Executives to look at multi-year billing trends, seasonality and budget variances. Some of the main functionality in this type of report is that it it can be run for any period and will dynamically display monthly data for the past five years as well as current year budget. All consultants with billings in any of the months will display down the rows, with a Total, Total Last Year, Budget, as well as Variances. There is a chart on the right side (not visible in the screenshot below) that shows the total billings for each consultant, and the chart at the bottom shows the total billings per month. Notice the tabs at the bottom of the report where Weekly Utilization is another report produced in the same report pack to allow for drill down to the current week. You find an example of this type of report below.

Purpose of Monthly Billing Trend Reports

Professional Services organizations use Monthly Billing Trend Reports to give services leaders a clear picture of monthly and annual fluctuations in billings both in total and down to the individual consultant level. When used as part of good business practices in PMO and Consulting departments, a company can improve its tactics related to utilization and billing analysis, and it can reduce the chances that managers don’t, as early as possible, notice important trends.

Example of a Monthly Billing Trend Report

Here is an example of a Monthly Billing Trend Report with revenue by consultant as well as multiple years of historical data.

Example of a Monthly Billing Trends by Consultant Report for Professional Services Companies

Example of a Monthly Billing Trends by Consultant Report for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Monthly Billing Trend Reports

Progressive PMO and Consulting departments sometimes use several different Monthly Billing Trend Reports, along with consultant billing reports, billing revenue dashboards, project dashboards, detailed project and summary reports, revenue forecast models, annual budget models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Actual and Estimated Consulting Hours Report for a Technology Company

What is an Actual and Estimated Consulting Hours Report?

Professional Services reports showing actual and estimated hours are considered operational analysis and planning tools and are used by consulting managers to track consultant hours delivered per project. Some of the main functionality in this type of report is that it is parameter driven and can be run for any month, entity and project(s). It compares the actual hours each consultant delivered by project versus the estimated hours and displays the variance amount and percent with exception highlighting. The rows can be expanded and collapsed and they group projects by consultant and region/entity. The chart compares the grand total hours delivered for the chosen time period versus the estimated hours. You find an example of this type of report below.

Purpose of Actual and Estimated Hours Reports

Technology companies use Actual and Estimated Hours Reports to easily monitor each of the organization’s locations and their ability to achieve or exceed the professional service hours they targeted. When used as part of good business practices in Project Management departments, a company can improve its estimate accuracy and therefore increase its ability to drive revenues with optimal human resource planning, and it can reduce the chances that managers react slowly, or not at all-, to trends and outliers.

Example of an Actual and Estimated Hours Report

Here is an example of an actual and estimated hours per consultant report with roll-up by project and region.

Example of an Actual and Estimated Consulting Hours Report for a Technology Company

Example of an Actual and Estimated Consulting Hours Report for a Technology Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Project Managers, Project Management Offices (PMO), Directors of Services, Consulting Managers.

Other Reports Often Used in Conjunction with Actual and Estimated Hours Reports

Progressive Executive and Project Management departments sometimes use several different Actual and Estimated Hours Reports, along with detailed project reports, utilization reports, project dashboards, billing reports, project budgets and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Grant Dashboard Example for Higher Education Institutions

What is a Grant Dashboard?

Grant Dashboards are considered analytical management tools and are used by grant managers and financial officers to analyze KPIs related to their grant activities. Some of the main functionality in this type of visualization report is that it gives six graphical views of important KPIs in this area. They include: 1) Granted vs requested revenue by type, 2) Granted vs requested revenue by school, 3) Granted vs requested revenue by major, 4) Grant amount trend, 5) Encumbered amount trend, and 6) Grant requested by school. Below the charts is a tabular report with the figures that support the charts. You find an example of this type of visualization report below.

Purpose of Grant Dashboards

Universities and colleges use Grant Dashboards to offer managers an easy way to get a picture of grant requests and revenues from different viewpoints. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department and in an Office of Contract and Grant Administration, a higher education institution can improve its grant strategies and policies, and it can reduce the chances that the decisions related grant revenues and requests are sub optimized.

Grant Dashboard Example

Here is an example of a Grant Dashboard with requested and granted amounts as well as encumbrances.

Higher Ed – Grant Dashboard

You can find hundreds of additional examples here

Who Uses This Type of Visualization report?

The typical users of this type of visualization report are: CFOs, budget managers, analysts, deans, grant managers.

Other Visualization Reports Often Used in Conjunction with Grant Dashboards

Progressive Financial Planning & Analysis (FP&A) and Office of Contract and Grant Administration departments sometimes use several different Grant Dashboards, along with detailed grant reports, encumbrance reports, grant budgets, sources and uses of funds statements and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from grant management software and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Higher Education - Student Enrollment Dashboard Example

What is a Student Enrollment Dashboard?

Student Enrollment Dashboards are considered operational analysis tools and are used by enrollment officers and dean of students to analyze student demographics and expected headcount. Some of the main functionality in this type of visualization report is that it provides insight into student statistics from six different KPI perspectives: 1) Applicants by semester/quarter, 2) Enrollment by ethnicity, 3) Enrollment by gender, 4) Enrollment trend, 5) Top 5 enrollment figures by school, 6) Enrollment by campus. All the figures from the charts are also listed below the dashboard in a tabular report format. You find an example of this type of visualization report below.

Purpose of Student Enrollment Dashboards

Universities and colleges use Student Enrollment Dashboards to provide their decisionmakers with an easy way to understand enrollment data. When used as part of good business practices in a Student Recruiting and Enrollment department, a higher education institution can improve its strategies and initiatives related to student headcount and demographics as well as associated financial planning. It can also reduce the chances that the employees make inferior decisions because they lack quick and easy access to these key statistics.

Student Enrollment Dashboard Example

Here is an example of a Student Enrollment Dashboard with applicant metrics and enrollment trends.

Higher Education - Student Enrollment Dashboard Example

Higher Education – Student Enrollment Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Visualization report?

The typical users of this type of visualization report are: Enrollment officers, Dean of Students, School administrators and Planners.

Other Visualization Reports Often Used in Conjunction with Student Enrollment Dashboards

Progressive Student Recruiting and Enrollment departments sometimes use several different Student Enrollment Dashboards, along with detailed enrollment reports, student dashboards, staff and tuition revenue budgets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from admission and enrollment management software, student information systems as well as enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Higher Education Revenue Dashboard Example

What is a Higher Education Revenue Dashboard?

Revenue dashboards are considered executive analysis tools and are used by financial officers and leaders to analyze trends and budget variances for the institution’s revenues. Some of the main functionality in this type of visualization report is that it provides insight into revenues from five different perspectives: 1) Actual versus budget for the current period, 2) Actual versus budget broken down by major revenue categories such as for Alumni, Tuition and Other, 3) Actual and budget revenue trend, 4) Revenue trend consolidated for all schools and/or campuses, and 5) Revenue for the current period broken down by detail account. You find an example of this type of visualization report below.

Purpose of Revenue Dashboards

Universities and colleges use Revenue Dashboards to provide executives with an easy, self-service method of analyzing essential revenue metrics. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a higher education institution can improve its revenue-related strategies, and it can reduce the chances that the decisions are slowed down because managers lack clear and on-demand revenue insights.

Revenue Dashboard Example

Here is an example of a Revenue Dashboard with trends and budget variances.

Higher Education Revenue Dashboard Example

Higher Education Revenue Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Visualization report?

The typical users of this type of visualization report are: Financial officers, executives, boards.

Other Visualization and Reports Often Used in Conjunction with Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue Dashboards, along with  trial balances, consolidation reports, sources and uses of funds, balance sheets, KPI dashboards, transactional revenue reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Higher Education Reporting - Intercampus Matching Report Example

What is an Intercampus Matching Report?

Intercampus Matching Reports are considered month end closing tools  and are used by accountants to automate the reconciliation of eliminations of financial transactions when campuses lend, borrow, buy or sell to each other. Some of the main functionality in this type of matching report is that it automatically matches monthly intercampus transactions. For each “due to” and “due from” account pair, the report shows a total with a green color if there is a complete match and a red color if there is a difference. You find an example of this type of matching report below.

Purpose of Intercampus Matching Reports

Universities and colleges use Intercampus Matching Reports to automatically match internal transactions between their campuses. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a higher education institution can improve its month end close process, and it can reduce the chances that the there are accounting mistakes when campus financials are consolidated for the entire organization and all its entities.

Intercampus Matching Report Example

Here is an example of an Intercampus Matching Report with Exception Colors and automated reconciliation.

Higher Education Reporting - Intercampus Matching Report Example

Higher Education Reporting – Intercampus Matching Report Example

You can find hundreds of additional examples here

Who Uses This Type of Matching report?

The typical users of this type of matching report are: Financial officers, controllers, accountants.

Other Matching Reports Often Used in Conjunction with Intercampus Matching Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Intercampus Matching Reports, along with  trial balances, consolidating multi-entity reports, sources and uses of funds, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples