Bitesize Masterclass - Reporting

What We'll Talk About

From straight-forward, yearly management reports to more in-depth analytical reports to drive a client's decision making, Reporting requirements can vary significantly. This is made all the more complicated when your clients span various stages, sizes and industries. That’s why we’ve built a Reporting solution that can standardised and simple with the push of a button, or as custom built and tailored as you (or your client) would like.

Whether you’re looking to take advantage of our quick and easy pre-built reporting templates or to create tailored reports to surface answers to questions your clients are asking, you’ve come to the right place. Strap in as Laura takes you through Silverfin's intuitive reporting functionality built to supercharge your Reporting capabilities.

What You'll Learn

  • How to access pre-built reporting created by Silverfin from the Marketplace
  • How to build, edit and customise reports or report templates for your firm or client to the detail and depth required
  • The ins and outs of useful features and settings such as visibility and locking
  • How to dive into your data with in-depth reporting. interactive graphs or our lightweight budget tool

Short on time?
Come on, when have we ever let you down! Read about some easy ways to customise your reports with period sets or  graphs.

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