Board pack reporting

While many different reports are required by a variety of staff every day, the board generally want a specific range of comprehensive information in an agreed format and at an agreed frequency. Board reports frequently comprise a wide range of information not all of which originates in the accounts system. Frequently there are analysis and summaries that are drawn from or prepared in different software packages or produced as word processed or spreadsheet documents. Access can configure your perfect board pack from all of your data sources so that the whole pack is collated and printed to paper or a PDF from a single command.

This time-saving functionality can be used to create any number of different reporting packs for audiences outside the board. Anywhere you need to provide multiple reports from multiple sources but all delivered as one cohesive document this provides a solution that is delivered from a single command.

Flexible formats

Any electronic document can be gathered for inclusion in the board pack, from reports within the accounting system to word processed pages, PDF's and supporting spreadsheets. If you have received hard copy that you wish to be included, simply scan the paper document and you can include it as a page within the pack. The system will search and collate all the relevant files which can then be re-ordered and arranged as required.

Professional look

Establish your company brand by importing a watermark, company logo or any other graphics onto the front cover and inside pages of the board pack.

Simple navigation

Report packs are often heavy on content, making it difficult to locate specific areas and items. An index page itemises the sections within the pack and provides hyperlinks to them for easy navigation. This encourages staff to read the reports off screen thereby saving paper and associated printing costs which can save considerable waste and improve security.

Up-to-the-moment information

Board reports held within the pack can have a real-time link to your core data, so changes and updates made elsewhere are pulled through into the pack automatically.

Flexible output and distribution

Generate the finished pack as a single PDF or change the default setting to meet individual stakeholder viewing requirements. Once complete, the board pack can be delivered in many flexible formats. Whether you email it to a pre-defined recipient list, upload it to the web or a centrally managed document store, your important information is delivered quickly and securely.

See also:

• Document management
• Management reporting > alerts