Intro to Matrix Report

This week we’re diving into web reports — what they can do for you and why they’re one of the most powerful tools in Adaptive.
This week’s video walks you through building a basic BvA matrix report, and future lessons will explore more advanced reporting scenarios. But first, here’s why web reports should be part of your everyday workflow.

Why Use Web Reports?

1. Automate Recurring Analyses

So much of finance is repeated work: running variance analyses, scanning schedules for anomalies, spotting spikes in hiring plans — the list goes on.
Web reports make these recurring tasks faster, cleaner, and more consistent. Once you set up a view you like, it’s always ready for the next refresh.

2. Set Up Recurring Distributions

Want to increase your team’s output without taking on more manual work?
Build a web report once, then schedule it to send automatically to end users. It’s one of the easiest ways to scale insights across your organization. (We’ll cover scheduled distributions in detail in a future video.)

3. Power Up Your Dashboards

Dashboards get even more valuable when you drop your web reports right into them.
No extra navigation. No digging around. Just fast, consistent insights exactly where users already spend their time. This becomes especially helpful when you’re reviewing multiple reports side by side. More on this in an upcoming session!

Watch: How to Build Your First Web Report

Now that you know the “why,” let’s dive into the “how.”
Watch this week’s video to learn how to create a basic BvA matrix report and start building your reporting foundation

 After you watch, join us in the community to keep the discussion going and see how other users are leveraging web reports to level up their Adaptive workflows.