Many of our customers want to know how they can add a Sales report to the Financial Report Designer. If you’re one of them, join us for this much anticipated webcast. In this session, we add a sales report to the Financial Report Designer and show you how easy it is to create a dashboard […]

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In this webcast, we show you how to measure the profitability and financial performance of your company using Financial Ratios. These ratios give you a good understanding of how well the company used its resources in creating profit. Knowing if your company is going to make a profit short and long term is vital for […]

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After looking at the financial health and performance of your company, we are now going to look at Cash Flow Ratios, which you can use to focus on the cash being generated and the safety net that it provides for your company. Sometimes customers purchase items on credit, and while you may look profitable, you […]

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Now that you can identify what the financial position of your company is, let us look at the Debt Ratios. These are the ratios which tell you the company’s overall debt load, and provide you with the mix of your equity and debt. Debt ratios are very important and can be used to determine the […]

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In Part Two of the Intelligence Reporting and Excel tips series, we use an already downloaded Sales report and show you how easy it is to change it into a consolidated Sales report for multiple companies. We will then look at creating PivotTables to display the data with a few icon sets created using a […]

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Do you need help with trouble shooting your customized report? Join this webcast and learn how to identify where the issue is and how to trouble shoot it. Using the knowledge base document and the community forums, you will quickly find the answers you need.

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With Profitability and Debt Ratios completed, we’ll now take a look at Liquidity Ratios in Part Three of the Financial Ratio series. Liquidity Ratios attempt to measure a company’s ability to pay off its short-term debt responsibilities, while maintaining its day-today operations. We will cover the following Ratios in this webcast: Current Ratio Quick Ratio […]

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In Part Three of the Intelligence Reporting and Excel tips series, we look at using one of the Data Containers that was imported while using the Report Utility to access new reports. You will learn how to select the data you want from the Container and transform it into meaningful information that you can base […]

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