Name
Mastering Advanced Reporting in Epicor FP&A: Templates, Workflows, BAQs, and Beyond
Date & Time
Wednesday, May 20, 2026, 1:00 PM - 1:50 PM
Description
Take your reporting skills to the next level with this advanced Epicor FP&A session. Designed for beginner and advanced users, this session dives deep into report templates, Business Activity Queries (BAQs), and advanced techniques to create dynamic, automated reports that deliver actionable insights.
In this session, you’ll learn how to:
- Apply tips on how to create scalable, professional reporting frameworks that improve consistency, reduce manual editing, and elevate stakeholder communication.
- Automate end‑to‑end reporting workflows by combining templates and BAQs to save time, minimize errors, and increase operational efficiency.
- Apply proven best practices to future‑proof your reporting processes, ensuring your finance and operations teams can grow and adapt with confidence.
- For Kinetic customers, leverage Business Activity Queries (BAQs) to unlock deeper data insights, enabling faster, more accurate decision‑making across the organization.
If you’re ready to improve the way you do reporting and unlock the full potential of Epicor FP&A reporting, this session is for you.
Industry
Distribution, Manufacturing
Areas of Interest Insights 2026
AI and Intelligent Systems, Workforce Efficiency, Data-Driven Decisions, Cloud Adoption, Security and Compliance, Financial Performance
Solutions Insights 2026
Kinetic, Prophet 21, Epicor Financials, Epicor FP&A