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Custom Financial Reporting

Save time, sharpen your focus with Custom Financial Reporting.  

Custom Financial Reporting (CFR) eliminates the need to repetitively create and run multiple reports to access insights from the data you need. Each user can build custom reports tailored to their role to drive better decision-making and results. 

We warm up with a quick overview of CFR and then sprint into training before cooling down for questions.  

Our coach for the day is Senior Customer Success Manager and Solutions Architect Brian Akerson who demonstrates how to build and run personalized Profit and Loss, Balance Sheet, and Trial Balance Reports to meet the unique needs of your organization. 

Have CFR and want to elevate your game? Interested in the benefits of CFR for you and your companyWatch this coaching session.

Meet the Coach

Brian Akerson
Brian Akerson

Sr. Customer Success Manager and Solutions Architect