Program Level: Advanced

This session dives into FP&A Reporting Optimization within Epicor FP&A. The emphasis is on designing efficient, accurate, and actionable financial reports that empower decision-making. You’ll learn how to streamline reporting workflows, leverage dynamic templates, and apply best practices for variance analysis and drill-down capabilities. The session also covers optimizing report performance, integrating real-time data, and ensuring consistency across multi-entity environments. By the end, participants will understand how to transform reporting from a static process into a strategic tool for forecasting and analysis.

Cost: There is an additional $375 fee to attend this session.

Objectives

• Understand Epicor FP&A reporting capabilities and optimization techniques
• Learn to design dynamic, drillable financial statements and dashboards
• Apply best practices for variance analysis and performance reporting
• Optimize report refresh speed and ensure data consistency across entities
• Integrate real-time data for actionable insights
• Learn to use your BAQs with FP&A

Audience

• CFOs, Controllers, Finance Managers
• FP&A Analysts
• BI/Reporting Specialists supporting finance

Prerequisites

• Working knowledge of GL accounting and financial statements
• Basic proficiency with Excel for report design
• Access to Epicor FP&A environment
• Optional: familiarity with BAQ concepts