Best Practices for Reports in Drivetrain

Good reporting is the foundation of reliable financial planning, analysis, and decision-making.

In this live product tour, we’ll walk through practical techniques and Drivetrain features that help you build clearer, more actionable, and easier-to-maintain reports.

Whether you’re preparing monthly review decks, executive dashboards, or variance analysis for stakeholders, understanding how to use Drivetrain’s reporting capabilities will help you explore data with confidence and tell a better story with your numbers.

What you’ll learn:

• Build and present high-quality, actionable reports in Drivetrain

• Explore data with drill-downs and underlying source values

• Trace values back to transactions and calculation logic

• Use features like conditional formatting, preset actuals columns, and variance controls

• Manage actuals consistently across reports

• Schedule report snapshots and collect inputs via plan tables

• Improve report structure, clarity, and stakeholder collaboration

• Take away templates and best practices you can apply immediately in your tenant

Who should attend

Who should attend?

• Finance and FP&A teams using Drivetrain

• Report creators and reviewers

• Anyone responsible for delivering insights to leadership or cross-functional stakeholders
  

Why should you attend