Narrative Reporting

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narrative reporting

The demand for narrative reporting is growing; meet the challenges and reap the benefits

Today's accounting and regulatory standards are becoming more and more complex. A narrative reporting solution provides a secure, collaborative, process-driven approach for defining, authoring, reviewing, publishing financial and management report packages for external and internal stakeholders.

EPRCS Information Access

 

lnformation access

Integrate data from multiple sources such as EPM and ERP whether on-premises or cloud and familiar tools including Microsoft Office.

  • Integrate Your Data
    Integrate data from existing documents, data sources and reporting content (including Word, Powerpoint, Excel)
  • Link Oracle and Non-Oracle 
    Leverage existing IT investments to integrate data from cloud and on-premises sources (ERP, EPM and more)
  • Web-Based Report Writer
    Create reports with charts and grids from multiple applications and database sources, and embed report content in report package doclets
EPRCS Authoring 2

 

Authoring

Distribute and collaborate authoring of content in a report package. Set dates and the maximum number of approval levels, set author and approval user-roles, set task deadlines, create versions and more.

  • Intuitive and Flexible Reporting
    Create grids, charts, reports, and narratives using Microsoft Office and Management Reporting
  • Document Management Lifecycle
    Utilize document check-in/out with access permissions and multiple version control
  • Highly Maintainable
    Rollover and reuse content from period to period, and take advantage of centralized maintenance of common dates, text, and data
  • Structured + Narrative Content
    Combine financial statements and data with textual narrative to produce a single stylized report package
EPRCS Review

 

Review & commentary

Enable collaborative yet secured reviews of content. Participants can share and respond to feedback and quickly check the report status. Reviews can be performed on the web or Smart View.

  • Flexible Review Cycles
    Perform review cycles and commentary for individual report sections as well as the entire report package
  • Robust Commentary Framework
    Anchor commentary against content in the report and carry it forward throughout the review lifecycle
EPRCS Publishing

 

Publishing 

Sign off and publish reports and share with external and internal stakeholders securely.

  • Report Access and Ad Hoc Analysis
    Access reports using mobile, web or Microsoft Office
  • Managerial & Financial Report Books
    Group reports producing executive briefing books and other books of financial record
  • Enterprise Awareness
    Achieve integrated financial decisions and drive insights into financial impacts
  • Securely Distribute Reports
    Send report content to stakeholders at any point in the report development securely
EPRCS Regulatory Reporting

 

Regulatory reporting

Leverage Disclosure Management to develop their regulatory filings in a unified, collaborative document creation including versioning, check-in/out and commenting. 

  • XBRL Taxonomy Management and Extension
    Manage and design base and extension XBRL taxonomies
  • Microsoft Office-based XBRL Tagging
    Easily perform XBRL tagging in Microsoft Word and Excel, and produce detailed XBRL audit reports
  • XBRL Validation
    Validate XBRL tagging with taxonomy schema rules and calculations to check data accuracy and compliance, and utilize regulatory-specific validation for SEC EDGAR Filer Manual rules and IFRS Global Filing Manual
  • XBRL Publishing Formats
    Publish in XBRL, iXBRL, SEC EDGAR HTML, and PDF formats
EPRCS Collaboration

 

Collaboration and workflows

Narrative Reporting enables business users to participate in the narrative reporting process through the web interface on a variety of devices, including desktops and tablets.

  • Multi-User Collaboration
    Manage the distributed development of report sections across multiple users
  • Review and Commentary 
    Perform review cycles and commentary for individual report sections as well as the entire report package
  • Notifications on Task Due
    Users are notified of upcoming deadlines and deliverables 
  • Process Flow, Approvals and Status Reporting
    Approve report sections and monitor overall report completion status on mobile or web
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Investec achieved greater visibility by using narrative reporting to understand quantitative and qualitative information relating to cost allocations.

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