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Periodic reporting

Need an insight into performance over the past week, month or quarter? That's no problem with the periodic reports in Speedbooks®.
The standard models and templates save you time so that you can provide the advice that will set you apart from others. 
periodic reporting

Configurable standard models and templates

With the standard models in Speedbooks®, you can create periodic reports in just a few steps. Want to add more data? It's easy to adjust the models via Excel.

Set your own reporting period

All companies work in different ways. Do you prefer to look at your figures once a month, or is a quarterly analysis enough? With Speedbooks®, you can set your own reporting period.

Reporting Time
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Visual presentation

The periodic reports include helpful graphs and other visuals to clearly present the data to any reader at a glance. The presentation and design can be easily adjusted to suit your needs.

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Free example reports

Download free report examples and more.

Want to be that financial professional known for knowledge and efficiency? 

Now you can with the intelligent Speedbooks reporting tools. 

Check out our free example reports

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