Posts by Leo Cohen
Simplifying Board Reporting – A Smarter Way to Build and Share Board Books
Board reporting doesn’t just happen once a quarter. It’s a recurring process that demands precision, coordination, and speed, often under tight deadlines. Finance teams, analysts, and executives spend hours compiling materials, formatting slides, checking numbers, and chasing last-minute updates. What makes it harder? Most teams still rely on static files, manual copying and pasting, or…
Read MoreStreamlining the Planning Process: How ReportWORQ’s Contribution Feature Saves Time and Reduces Headaches
Anyone who’s worked on a financial plan, forecast, or budget cycle knows how challenging it can be to collect inputs from stakeholders across the organization. Between tracking down files, managing version control, and ensuring data accuracy, the process often becomes more about managing spreadsheets than making strategic decisions. That’s where ReportWORQ’s Contribution feature comes in.…
Read MoreExcel Isn’t Dead: Why Excel Still Plays a Critical Role in Business Reporting
With AI, cloud-native platforms, and advanced BI tools, it’s become trendy to declare that Excel is dead. And while it’s true that modern planning and analytics platforms are reshaping the way businesses interact with data, Excel continues to hold a firm place in the world of reporting, for good reason. Despite its limitations, Excel’s flexibility,…
Read MoreThe Future of Reporting: Trends in Report Automation and Distribution
Data is constantly flowing, and decisions are expected in real time. Traditional reporting methods are quickly becoming outdated. Organizations that once relied on manual reporting processes are now facing increasing pressure to modernize how they generate, distribute, and secure business reports. The future of reporting lies at the intersection of automation, security, and accessibility while…
Read MoreHow to Simplify Report Distribution Across Teams with Automation
In many organizations, reporting is a time-consuming, manual process. Teams spend hours pulling data, formatting it into spreadsheets or presentations, and emailing it out to colleagues, stakeholders, or external partners. The risk of versioning issues, missed recipients, and human error is high—especially when reports need to be distributed on a recurring basis. As companies grow…
Read MoreA Guide to Automating Excel-Based Reports: Time Savings and Best Practices
Excel is a cornerstone of business reporting, offering unmatched flexibility and familiarity. Yet, manually managing Excel-based reports can quickly become a time-consuming and error-prone process. Report automation not only alleviates these headaches but also empowers teams to focus on analysis and decision-making rather than repetitive tasks. Here’s how to approach Excel report automation, along with…
Read MoreHow to Streamline End-of-Year Reporting: Tips for Efficient, Accurate Reporting
As the end of the year approaches, businesses everywhere feel the pressure to complete reporting tasks accurately and efficiently. This period often involves more intensive reporting than usual—whether for financial summaries, year-end performance evaluations, or compliance needs. For many organizations, this means countless hours spent pulling data, verifying figures, and distributing reports to stakeholders. However,…
Read MoreNew Year, New Processes: Automate Reporting for a More Productive Year
The start of a new year is the perfect time to adopt smarter processes that save time, reduce stress, and improve efficiency. For many businesses, manual reporting is a major productivity drain—hours spent pulling data, checking for errors, and distributing reports. If you’re ready to start the year with a fresh approach, reporting automation is…
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