Management Reporting

Board and External Management Reporting

Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily create high-quality reports, board books, and presentations with Microsoft Office (Excel, Word, and PowerPoint). With total control over formatting and the power to refresh your data with one click, you’ll reduce your financial reporting process from days to minutes.

Board and External Reporting Unified With Microsoft Office, 100% Cloud Connected

Workday Adaptive Planning board and external reporting capabilities integrates your business planning and financial consolidation data directly with Excel, Word, and PowerPoint. It’s never been easier to create or update financial reports with your latest actuals, plans, and forecasts. Select dimensions, accounts, and time periods, and then build always-formatted balance sheets, P&Ls, income statements, narrative reports, board packs, and presentations.

Complete Formatting Control—No Reformatting, No Errors

There’s no more need to reapply formatting when you refresh reports. Our board and external reporting capability automatically incorporates refreshed data into existing Excel calculations and formatting. Smartlink technology makes it simple to integrate live tables or even refresh fields in Word or PowerPoint documents. What’s more, you’ll have complete transparency into the source of the data.

Migrate Your Existing Financial Reports, No Rebuilding Required

It’s incredibly easy to make your existing financial reports live and dynamic. Mark up what you want to refresh automatically, and our board and external reporting capability does the rest. Existing investments in complex calculations, headers and footers, charts, and formatting are all carried over. Making the move to better reporting has never been simpler.

Incredibly Powerful One-Click Refresh

We’ve taken one-click refresh to the next level. Change the time period in a report and update every sheet automatically with just one click. Intelligent labels update time periods, page headers, and more. Even create rolling reports throughout your report pack: Update the current period, and watch prior rolling time periods update automatically across every document.

Understand the History of Any Metric

Use the Cell Explorer to drill down and analyse the source data and formulas used to calculate any metric in your reports. Quickly see notes, source data, formulas, and accounts that comprise any number in a report. Cell Explorer also provides a full audit trail that shows what changes have been made, by whom, and when they occurred.

Reduce Reporting Errors and Save Time

Building manual management reports can be a tedious, error-prone process of copying and pasting data. You spend a lot of time making sure your reports are accurate and up-to-date. Take back your time and improve data accuracy by moving to cloud-connected board and external reporting.

Planning Systems

We are a Workday Adaptive Planning Certified Partner with our sole focus to deliver great Financial Budgeting, Reporting and Business Intelligence solutions for our clients.

Nothing is too hard for us and we love coming up with creative solutions to your budgeting and business performance dashboard needs.


Get in contact and ask for our free, no obligation demonstration of the Adaptive Software Suite.

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