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Financial Reporting - Explained
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Financial Reporting Setups
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Financial Reporting Dashboard Pages
Financial Analytics
PBS unique Financial Analytic Pages allow dealers to tailor their financial reporting to meet specific needs, ultimately enhancing the accuracy and efficiency of financial data management. The user-friendly pages enable real-time data access from the General Ledger, facilitating performance comparisons across multiple locations and enhancing decision-making processes.
Setting Up Advanced Financial Reporting
- Understand the hierarchy and setups required for effective financial reporting on the Income Statement, Financial Analytics, and Balance Sheet Pages.
- Understand the process of setting up advanced financial reporting from the Income Statement, Financial Analytics, and Balance Sheet Pages.
- Learn how to assign maintenance items to GL Accounts and determine their placement on Summary Views.
- Gain knowledge on configuring Account Types, Department Types, Categories, Brands, and Segments for accurate financial reporting.
Creating and Maintaining Financial Reporting Dashboard Pages
- Learn how to add and configure Income Statement, Financial Analytics, and Balance Sheet Pages on a Dashboard.
- Understand the navigation and maintenance of these pages, including setting up Metrics, Groups, and Summary Views.
- Gain insights into configuring comparison projections, ranges, and thresholds for accurate financial analysis.