Featuring: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain.
ERP transitions often create reporting challenges, especially when critical data exists in both legacy and new systems. During our transition to a new ERP platform, Board helped us bridge that gap by consolidating data from both environments into one unified reporting view. This eliminated the need for users to pull information from multiple systems and perform manual Excel analysis, while giving teams easier access to the financial insights they need for day-to-day decision-making.
While most Board users were able to access the information they needed through existing reports, one manager required a consolidated view of sales figures across multiple departments. The requirement was to present this information as a single aggregated value that could be refreshed and accessed daily.
Initially, we considered creating a new report and directing the user to access it within Board. However, this approach did not fully address the need for daily visibility. In our Board configuration, the month is defined as the lowest time segment, so daily-level granularity is not retained; values are reflected as month-to-date totals. To address this limitation, we developed a custom presentation to capture the required data and used the Send To feature to automate daily email delivery to the manager.
Board Community Best Practices explains that the Send To feature allows you to automatically send a presentation to one or multiple Board users via email. You can create as many recipient lists as you need, each with its own configuration and settings.
Setting up a presentation Send To is a simple configuration process that comes standard with every Board instance, providing organizations with a cost-effective solution for automated data delivery. Detailed Send To information and instructions can be found here.
Planner view
The "Send To" feature sends a Presentation to one or multiple Board users via email. The user creates as many Send To jobs as needed, each with its own recipient list, configuration, and scheduling options.
A configuration wizard guides the user through the creation of each new job: for example, to choose the attached Presentation format (PDF, MS Word, MS Excel, MS PowerPoint), adjust the sending scheduling, the e-mail text, and more.
By leveraging the Send To feature, the manager was able to access daily sales figures while preserving the required data granularity. In the event of an absence, historical daily sales data remained accessible via previously delivered emails.
Board offers a robust notification system that keeps users informed of relevant application events, while also enabling the distribution of information to a wider audience beyond the platform. The manager benefited from the consistency of receiving the values at the same time each day. Additionally, the email format allowed for straightforward distribution to any recipient, regardless of their Board access. The daily communications also served as an automatic record, providing a reliable archive of historical data
Learn more about the Broadcast and Notification tools here.
