Martus ReportBuilder - An Introduction - November 15, 2022

Modified on Fri, 27 Oct 2023 at 02:52 PM

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

29:30 - Creating your own formulas
34:09 - Utilize a specific cell
37:00 - Utilize an “IF” Statement

40:27 - Sections

48:00 - Drag and Drop columns

49:00 - Adding notes to reports