Reporting Solutions
Our team of consultants have the knowledge and skill set to create custom reporting solutions for your business.
When your finances become an opportunity, everything else falls into place.
Fewer surprises, smarter decisions, and more money in your pocket, year after year.
Take your data analytics and reporting to a new level
Customised reporting with interactive dashboards
Link common data together from disparate systems
Fast processing of large amounts of data
Create interactive visual reports
Bring multiple data sources together in the one report
Custom Reporting using
Power BI
Increasingly, businesses are looking to bring multiple data streams together and report in a unified platform. It is typical for a business to have an operating system, accounting system and a data collection system.
They usually look like this:
- Operational System: an accounting system add-on or ERP with old, inflexible reporting analytics
- Accounting System: MYOB or Xero
- Data Collection: Excel or other cloud task list tool
What is the solution?
There are a multitude of reporting tools in the market. According to a recent Gartner magic quadrant report (Feb 2020), Microsoft Power BI and Tableau are clear leaders in this market, followed by Qlik and ThoughtSpot.
We recommend Power BI as it has multiple advantages, one of which is the power query tool built into the solution. Power query enables you to bring multiple data sources together and unify them into a single interactive reporting visual. Power BI dynamically changes the data as you select elements on the report making analysis and storytelling easy to do.
Heatmaps
Heatmaps utilise GPS coordinates and allow you to create visuals with insightful geographical data.
Common uses include customer sale location and customer delivery locations.
This type of data can help visualise delivery zones and target new customers in new regions
What's selling?
Visual reports that allow you to interact, drill through, and dynamically change to reflect criteria are extremely powerful information tools.
Built for sales teams, they allow end users to slice by product category, subcategory, customer, sales rep and specific items.
As you select one dimension, the other dimensions dynamically update.
Learn more about Cutcher & Neale Software
Using Ostendo ERP Software?
We have extensive experience integrating Power Bi with Ostendo operational software, with utilisation, dead stock, revenue by category, actual versus budget and client retention dashboards and reports.
Power BI users can access multiple pre built reporting apps such as Xero accounting software, Sales Force, and Smart Sheets, just to name a few.
Once authorised, this apps come with pre built dashboards ready to go. Some apps require a subscription to unlock, but many are free.
Get it super right:
- Make informed decisions that grow your retirement savings
- Understand fees, performance, insurance and contributions
- Align your super strategy with your overall financial goals
- Minimise tax on contributions and investment earnings
- Choose the right fund or structure based on your needs
- Stay compliant and confident with regulatory requirements
- Use super as a wealth-building tool, not just a savings account
- Maximise contribution opportunities while staying within limits
- Plan for retirement on your terms
Our superannuation specialists help you understand what you have, what’s possible, and what changes will make the most impact.
Meet the head of the finance department:
dean.menzies@cutcher.com.au
1800 988 522
Partner
Dean Menzies
BBus, Dip FP, Cert IV Finance Broking, MFAA Full Member
Dean specialises in providing finance solutions for our clients, including home loans, investment loans, refinance, commercial loans and specialised lending for certain professions.
Dean’s background in financial services includes around twelve years in private banking in Sydney and Newcastle which involved managing the lending & wealth requirements of high net worth individuals & families.
Dean’s experience enables Cutcher & Neale Finance to establish an independent, dedicated and specialist approach to our clients ongoing finance requirements.
Contact Us
Let’s talk. Your next step starts here.
cnmail@cutcher.com.au
1800 988 522
Sydney
Suite 1.03, Level 1, 100 Pacific Highway,
North Sydney 2060, Australia
Melbourne
Level 8, 60 Albert Road,
South Melbourne, VIC, 3205
Brisbane
Suite 5, 36 Agnes Street,Fortitude Valley,
QLD, 4006 Australia
Newcastle
Level 3, 130 Parry Street,
Newcastle West, NSW, 2302 Australia