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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 in two versions - one for the modern Lucanet CFO Solution Platform web application and one for the locally installed Lucanet.Financial Client. Please ensure you have selected the right option for your solution 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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