Designed for fast, reliable analysis
.png?width=1564&height=1071&name=reportTypes%20(1).png)
Powerful reports, ready from day one
Advise gives you a complete set of ready-made reports as soon as your data is connected. Each report is automatically structured, fully traceable, and built to support clear, confident decision-making — without spreadsheets or manual setup.
All reports update automatically and work seamlessly together, forming a reliable foundation for analysis, planning, and reporting.
Financial Year
The Financial Year report is the core of your analysis in Advise.
It gives you a clear, time-based overview of actual performance, structured by the categories you define — such as revenue, costs, and margins. Monthly figures roll up automatically, making it easy to see both trends and totals at a glance.
Every number is fully traceable, letting you drill down from summary to individual transactions when needed.
Budget
The Budget report mirrors the structure of your Financial Year report, making planning intuitive and consistent.
You enter budget values directly into the table, using the same categories and layout as your actuals. This ensures your budget is always aligned with how you measure performance — no rework, no mismatches.
Once created, the budget becomes the foundation for comparisons, forecasts, and dashboards across Advise.
Budget vs Actual
The Budget vs Actual report shows how reality compares to plan.
It highlights variances clearly, helping you spot deviations early and understand where performance is above or below expectations. Because it’s built on the same structure as your actuals and budget, comparisons are always accurate and easy to interpret.
You can analyse results by period, category, department, or any dimension in your data.
Ideal for:
Ongoing performance tracking, variance analysis, accountability.
Year over Year
The Year-over-Year report helps you understand how performance develops over time.
Compare the same periods across different years to identify trends, seasonality, and structural changes in your business. This makes it easier to separate one-off effects from long-term developments.
All comparisons respect your reporting structure and categories.
Ideal for:
Trend analysis, strategic reviews, board reporting.
.png?width=1327&height=914&name=t12%20(2).png)
Trailing 12 Months
The Trailing 12 Months (T12) report gives you a rolling, up-to-date view of performance.
Instead of being tied to calendar years, this report always shows the last 12 months of data. As new months are added, the report updates automatically — making it especially useful for tracking momentum and smoothing seasonal effects.
Ideal for:
Performance monitoring, trend analysis, management dashboards.
Rolling Budget
The Rolling Budget extends traditional budgeting into a continuous planning process.
As time moves forward, the report automatically combines actual results with future budget periods, giving you a constantly updated forward-looking view. This helps you stay focused on what’s ahead, not just what’s already happened.
Rolling budgets are built directly on your existing structure and budget data.
Ideal for:
Forecasting, forward planning, scenario discussions.