DESCRIPTION:
Sign up now to gain insights into your ERP sync status and master custom budget views. This session will guide you through creating robust Financial custom reports, providing you with a comprehensive view of your business' Financial health including integrated ERP system data. Come learn how to equip yourself with the knowledge to streamline your accounting, budgeting, and forecasting processes.

Session will focus on Procore-built ERP Integrations. 3rd party ERP not included.

LEARNING OUTCOMES:
- Gain confidence in creating custom reports for your ERP Integration within Procore.
- Discover the robust Financial custom reporting capabilities within Procore.
- Learn how to create custom budget views for legacy reports.

SKILL LEVEL:
Experience with Procore-built ERP Integrations VERY helpful. Some reporting experience is beneficial but not required.

RELEVANT "JOBS TO BE DONE":
Accounting, Budgeting, Forecasting, and similar. For those responsible for creating Financial reports.

COMPANY TYPE:
GC, SC, Owner