Examination

Certified Lucanet User | Reporting

Certification examination (online)

Attendance fee (per person):
749 eur plus VAT

Table of Contents

The software training module “Reporting” led by our skilled and experienced trainers forms the basis of this course series.

Good to know: We offer this training course and user certification only on the modern Lucanet CFO Solution Platform web application. Please ensure you have selected that option in the Formular above.

A small self-study unit will allow you to take a deeper dive and broaden your knowledge.

This is all rounded off with a short multiple choice test so you can show off what you’ve learned.

By successfully completing the program, you’ll gain the qualification of Certified Lucanet User | Reporting. Your certificate is valid for 24 months.

 

The Added Value for You:

  • You’ll learn how the different reporting types work in Lucanet itself and in conjunction with MS Excel.
  • You’ll be able to independently create various reports for an example corporate group’s actual and planning values, including pivot tables in MS Excel.
  • You’ll learn how to automate existing reports to replace manual creation as much as possible.
  • Our experts will give you valuable tips, especially on the reporting types that are best suited to you.
  • You’ll realize how easy reporting can be, for example if important reports are requested at short notice.
  • You’ll be able to use your resulting status as a Certified Lucanet User | Reporting to demonstrate your reporting expertise in Lucanet.

 

Target Group:

  • This certification program is aimed at Lucanet users wanting to gain a comprehensive overview of Lucanet’s reporting functions and features and prove their expertise in the form of a certificate.
  • To take part in this certification program, you must already be a Certified Lucanet User | Consolidation and Financial Planning Fundamentals and have passed the examination for that.

Attendance fee

749 eur plus VAT

Price includes certification fee.

Customers of Lucanet AG receive a 10% discount.
Partners of Lucanet AG receive a 20% discount.

Discounts are not combinable.

To take part in this certification program, you must already be a Certified Lucanet User | Consolidation and Financial Planning Fundamentals and have passed the examination for that.

Agenda/Content

1. Live Online Training: Reporting

  • You analyze existing data using various view and evaluation options.
  • You create ad hoc reports using the reporting and export features of Lucanet Consolidation and Financial Planning.
  • You use Lucanet.Excel-Add-In (for Lucanet.Financial Client) or CFP Add-in for Excel 365 (for the Platform) to automatically fill and update predefined report layouts, e.g., for bank reporting.
  • You use Lucanet.Excel-Reporting to quickly create and send uniform report formats for different companies and periods, e.g., for management reporting.
  • You access data using BI integration and create pivot tables in MS Excel (for Lucanet.Financial Client only).
  • You use widgets to visualize KPIs and comparisons within a Dashboard (for the Platform only).

 

2. Self-Study Unit: Lucanet.Excel Reporting

After this self-study unit, you’ll…

  • Understand the basic steps for using Lucanet.Excel-Reporting.
  • Know how to configure reporting templates using tilde formulas.
  • Understand the logic and functions of tilde formulas.
  • Be able to query values using tilde formulas.
  • Know how to create reports using reporting templates as a basis.

 

3. Examination: Certified Lucanet User | Reporting

  • You’ll take the certification examination online in our Lucanet Learning Space.
  • The examination is a multiple choice test with a completion time of about 30 minutes.

 

Technical Prerequisites:

  • Windows PC or Apple computer with sound card
  • Internet connection (a DSL connection is recommended)
  • Speaker, earphones, or headset
  • Microphone and potentially a webcam

 

Procedure:

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