Financial reporting can be a complex and time-consuming task, especially when managing multiple reports and dashboards across teams or entities. To simplify this process, BrizoSystem introduces the Insight Package, a powerful feature that consolidates financial insights into a single, streamlined PDF and automates its delivery to key stakeholders.
What is the Insight Package?
The Insight Package is designed to save you time and enhance collaboration by combining selected reports and dashboards into a single document. Once compiled, this package can be scheduled for automatic delivery to specified recipients, ensuring everyone stays informed with timely, well-organized financial data.
Key Features of the Insight Package
- Customized Content
Select the reports and dashboards that matter most to your team. Whether you’re tracking financial performance, cash flow, or operational metrics, the Insight Package lets you tailor the content to fit your needs. - Streamlined PDF Format
The compiled reports and dashboards are formatted into a clean, professional PDF document. This makes it easy to share insights and ensures consistency in presentation. - Automated Delivery
Save time and reduce manual effort by scheduling the package for automatic delivery. You can set delivery intervals—daily, weekly, monthly, or custom—based on your reporting requirements. - Stakeholder Engagement
Send the package directly to decision-makers, team members, or external partners. The automation ensures that critical financial insights are shared promptly, supporting informed decision-making.
Why the Insight Package Matters
The Insight Package simplifies the reporting process while maximizing its impact. Here’s why this feature is a game-changer for businesses:
- Save Time: Eliminate repetitive tasks by automating the creation and distribution of your reports.
- Enhance Collaboration: Share consolidated insights with your team, keeping everyone on the same page.
- Increase Efficiency: Combine multiple reports and dashboards into a single document, reducing clutter and improving accessibility.
- Drive Better Decisions: Provide stakeholders with timely, actionable data to support strategic growth.
How to Use the Insight Package
- Select Your Reports and Dashboards
Choose the reports and dashboards you want to include in the package. This ensures that the content is relevant and focused on your business priorities. - Customize the Schedule
Set up the delivery schedule for the package. Choose the frequency and timing that aligns with your reporting needs. - Specify Recipients
Add the email addresses of stakeholders who need to receive the package. The system will handle the rest, delivering the PDF directly to their inbox. - Review and Send
Preview the package to ensure everything looks perfect. Once finalized, the automation will handle all future deliveries as per the schedule.
Transform Your Reporting Process with BrizoSystem
BrizoSystem’s Insight Package is more than just a reporting tool—it’s a solution designed to save time, foster collaboration, and keep your business moving forward. By combining reports and dashboards into a single document and automating its delivery, you can focus less on manual tasks and more on driving success.
Ready to streamline your financial reporting? Try the Insight Package today and experience the difference it makes for your business.