On May 27th, our colleague, Harjot Ghai, will be attending an online webinar about weekly reporting in CCH Tagetik as one of the main speakers.
Green Courte Partners, LLC, had a labor-intensive, excel-based approach to weekly operational reporting for their Senior Living and Manufactured Houses business units. Join the webinar to learn how Green Courte Partners, LLC was able to leverage the final model for their reporting needs with some coaching and assistance from the Delbridge team.
During this webinar you will learn how Green Courte Partners, LLC can now:
- Collect data from 4 different source systems (Rent Manager, Salesforce, Yardi, Sherpa) at the day level granularity and combine them within a unified structure in Tagetik
- Bring in YTD data and some inactivity due to the nature of requirements
- Segregate the data such that all data using week dimension goes into separate categories than periodic aggregated data. ($AMOUNT vs WTD,MTD,QTD,YTD)