Report on Actuals by Cost Center
Filter an OfficeConnect Financials report to a specific cost center or worktag to see GL actuals for a single department or team.
Tag: Recipe
Report on Intercompany Eliminations in OfficeConnect
Use OfficeConnect’s Financials data source to report on intercompany transactions and eliminations — with options to include or exclude eliminations from consolidated views.
Create Repeating Reports
Automatically generate one copy of a report per department, region, or any other level.
Create a Trailing 12-Month Report
How to build a report that always shows the most recent 12 months of data.
Create a Rolling 12-Month Report
Build a report whose time columns automatically advance each month without manual updates.
Variance Analysis by Journal Source in OfficeConnect
Break down account variances by journal source in OfficeConnect — see how much of a balance movement came from manual journals, system-generated entries, or specific subledgers.
Build a Year-over-Year Trend Report
Compare this year’s actuals against the prior year month by month using fixed time elements in OfficeConnect.
Add Headcount Data to a Financial Report
Mix workforce planning metrics (headcount, FTEs, salary cost) with financial accounts in a single OfficeConnect report.
Set Up Scenario Comparison in OfficeConnect
Compare planning scenarios side by side in OfficeConnect — useful for showing upside, base case, and downside in the same report.
Build a Quarterly Board Pack
Build a multi-sheet OfficeConnect workbook — P&L summary, KPI page, variance commentary, cash snapshot — designed to feed directly into a PowerPoint board deck.
Build a KPI Dashboard
Build a single-sheet executive dashboard with six to eight KPI tiles, each pulled live from Adaptive Planning and shown with a prior-period comparison.
Build an Operating Expense Waterfall
Build a month-over-month OpEx walk showing prior period, adds, reductions, and current period — visualized as an Excel waterfall chart driven by OfficeConnect data.
Build a Forecast Accuracy Report
Build a report that compares a prior forecast version to actuals and calculates absolute error and MAPE by account and period.
Build a Workforce Plan with Attrition
Build a headcount forecast that layers attrition, hiring plan, and fully-loaded cost per FTE — broken out by organizational level with repeating rows.
Build a Sales Pipeline-to-Revenue Forecast
Build a probability-weighted revenue forecast from pipeline data — stages, probabilities, and expected close dates — using a Pipeline custom dimension in Adaptive Planning.
Build a Multi-Entity Consolidations Report
Build a consolidated P&L across legal entities with intercompany eliminations called out as a separate column.
Build a Cohort Revenue Retention Report
Build a SaaS cohort retention report — revenue by signup cohort, retained revenue by month, and net revenue retention percentage — using repeating rows.
Build a Capital Expenditure Tracker
Build a project-level CapEx tracker with planned spend, actual spend, forecast remaining, and budget variance — driven by a Project Code custom dimension.
Build a 13-Week Cash Forecast
Build a rolling 13-week cash forecast — weekly receipts, disbursements, and ending balance — in the treasury-standard format used for liquidity planning.