The Management Reporting page collects together all AccountingWEB’s resources on Reporting. These range from tutorials on Excel pivot tables, MS Access, and Sage Line 50, through to discussions about what sort of reports and key performance indicators ("KPI’s") accountants should be supplying to the management team.
This first set of resources deals with Management Reports and KPI’s ("key performance indicators").
What information do managers really require to run the business? In what format should this information be presented? What data will be needed in order to produce the report and where can you find it?
Jon Moulton of Alchemy, Graham Wylie founder of Sage, and our own Richard Murphy describe what they want to see in their ideal monthly management pack.
John Moulton points out that when you are reporting to the top level of management, they are only likely to read headline information, no deeper. He also tells how he got involved as a hands-on manager when he took responsibility for turning round Alchemy's latest acquisition, Cedar Accounts.
Richard Murphy in a series of three articles suggests his own set of KPI's.
One essential KPI identified by Richard was the need to identify sales and gross margins at the product level. My own 3 part series How to Report on Sales and Margins gives a practical example of how to report on margins.
We also have links to Duncan Williamson’s discussion of KPI’s on his own site, plus Any Answers discussions on how to calculate Daily Sales Outstanding, how far it is right to apportion overheads in manufacturing, and the principle of contribution to fixed overheads.
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The complete list of Reporting Resources is:
Management Reporting – FEATURES - More
Reporting Resource #1 – Management Reports and KPI’s
Reporting Resource #2 – Reporting and BI Tools
Reporting Resource #3 – Data Infrastructure
Reporting Resource #4 – Corporate Performance Management
Reporting Resource #5 – Budgeting Software
Reporting Resource #6 – Consolidation Software
Reporting Resource #7 – Is Excel Right for the Job?
Reporting Resource #8 – Business Intelligence News
Management Reporting – ANY ANSWERS - More
Reporting Resource #9 – Pivot Tables - Tutorials
Reporting Resource #10 – Pivot Tables – Five Minute Tips
Reporting Resource #11 – Pivot Tables – Any Answers
Reporting Resource #12 – Pivot Tables - Consolidations
Reporting Resource #13 – Data Import
Reporting Resource #14 – MS Access
Reporting Resource #15 – Crystal, Open Office etc
Reporting Resource #16 – Reporting in Sage Line 50
Reporting Resource #17 – Reporting in QuickBooks
Reporting Resource #18 – Reporting with other accounts packages
If you have a question on any of these topics, simply go to Any Answers in the main menu, post your question, and tick it to Management Reporting.
