Reporting

Get to know how the different reporting variants work in Lucanet Consolidation and Financial Planning itself and in combination with MS Excel. You will create different reports on actual and planned values including pivot tables in MS Excel in a group example.

We will show you how to automate existing reports to replace manual preparation as far as possible. For this purpose, you will obtain valuable tips from our experts, in particular on the best suitable report variants.

You will find out how simple reporting can be - for example whenever important reports are requested at short notice.

From the Content

• You analyze existing data using various view and evaluation options.
• You create ad hoc reports using the reporting and export features of Lucanet Consolidation and Financial Planning.
• You use Lucanet.Excel-Add-In to automatically fill and update predefined report layouts, e.g., for bank reporting.
• You use Lucanet.Excel-Reporting to quickly create and send uniform report formats for different companies and periods, e.g., for management reporting.
• You access data using BI integration and create pivot tables in MS Excel.

Your Benefits

• You will learn how the different reporting variants work in Lucanet Consolidation and Financial Planning itself and in interaction with MS Excel.
• Using an exemplary group of companies, you will create various reports on actual and plan values yourself, including pivot tables in MS Excel.
• You will learn how to automate existing reports to replace manual creation as much as possible.
• You will receive valuable tips from our experts, especially on the most suitable report variants for you.
• You will discover how easy reporting can be - for example, when important reports are requested at short notice.

Target Group

• With this basic training, you will get to know how the different reporting variants work in Lucanet Consolidation and Financial Planning itself and in combination with MS Excel. You will be able to prepare different reports yourself.
• The course is suitable for refreshing your basic knowledge and training new employees.
• To take part in this training course, you must already have some experience of using Lucanet Consolidation and Financial Planning or have taken part in our online training course Consolidation and Financial Planning Fundamentals.

Organizational Information

• The registration and cancellation deadlines are 14 days each before the live training session starts.
• Upcoming sessions can be viewed and selected (subject to availability) via the Select Sessions button on the right below this course description.
• This course consists of two sessions. The second session is chained to the first session. When you select the first session, you are automatically enrolled to the second session for your convenience.