This webinar is a great overview of the ReportBuilder.
Why a ReportBuilder? Martus has a great pre-built suite of standard and flexible reports. But sometimes, you just need to have reports in a specific format. Maybe you want to include more information – or you want to call out some specific information in detail – or you want to perform some calculations to come up with some KPIs.
That’s why we have created the Martus ReportBuilder.
- Customize existing templates
- Build reports from scratch
- Create your own formulas
- Use any combination of actuals and budgets
Click the timestamp to jump to the section you are interested in:
2:35 - Introduction & using templates 4:03 - Rolling Four-Quarter Budget Template 4:25 - Managers Comparison Template 6:20 - ReportBuilder actions (save, share, export) 9:33 - Report settings 18:59 - Columns 25:15 - Rows | 29:20 - Formulas 40:27 - Sections 48:00 - Drag and Drop columns 49:00 - Adding notes to reports |
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