About the masterclass
This session will guide you through the process of building structured quarterly reports in SN/DM. You’ll learn how to set up tables and organize your report for efficient reuse and roll forward. We’ll also share best practices to help you streamline your reporting workflow.
Target group
- Please do not attend if you already work regularly with quarterly reports and understand their structure — this session will not offer new insights for you.
Join only if you haven’t worked with quarterly reports before or if you’re unsure how they are structured and used. You should be familiar enough with the SmartNotes or Disclosure Management functionalities to create chapters and program tables.
3 Good Reasons for Your Participation
- This Masterclass is a unique opportunity to enhance your SmartNotes expertise.
- Get the most out of your reports.
- Stay ahead of the curve by understanding upcoming features and how to prepare for them.
Preparation:
To get the most out of the Masterclass, please prepare a chapter structure for your quarterly report in SmartNotes or Disclosure Management, and create a table without using any programming. Alternatively, you can create a few chapters and a sample table or copy an existing report and remove the period data.