I have been exploring different ways to automate financial reporting inside Striven’s Accounting Module. Manual report generation every month requires a significant amount of time, and I am seeking more efficient ways to schedule, customize, and share reports automatically.
Recently, while going through some advanced concepts related to Governmental Accounting, Financial Reporting, and Budgeting (GAFRB), I realized how important automation is for improving accuracy and saving time. I also noticed that several automation scenarios and reporting approaches came up in a few GAFRB practice materials I had reviewed on Pass4Future, which made me more interested in applying similar ideas within Striven.
I am curious how others here handle financial reporting in Striven. Do you use any specific tools or shortcuts that make automation easier?
Is there a way to set up automated report schedules, like monthly or quarterly statements?
Can we auto-send reports by email to department heads or management?
How do you handle custom filters or formatting when automating reports?
If anyone has tried linking budgets and real-time financial data to create automated summaries, please share your experience or best practices. Also, if you have found any useful report templates or dashboard shortcuts, that would be great to know.
Thank you for contributing to the Striven Community! I am happy to assist you.
Striven offers a number of helpful financial Reports under the Reports tab in the main menu as shown in the image below. You may find these reporting options to help automate financial reporting as the data will be pulled into these system reports and allow you to search by a multitude of filters including specific Dates, Periods, Classes, and more.
Some of these Reports will allow you to save a search by clicking the blue chevron icon and if you can set it to default load to the desired search Filters entered. This can prevent you from having the set the same search Filters each time you load the Report.
Additionally, Striven does have the ability to set up Monthly Statements which automatically pull in Customer specific data for the Customer to view monthly. If a Customer has access to the Customer Portal then they can log in and access their Statements whenever they would like for whichever month. I’ll include helpful links at the end of this post of some of the topics mentioned, including this one.
While there isn’t necessarily a way to automatically send an email containing this all the data found in these system canned Reports, there is the Accounting Dashboard found under Accounting>Dashboard that houses the company’s financial data which designated department heads or management may view and refer to. Dashboards. I’d also like to mention there are ways to send automated Emails using Workflows in Striven and some financial information can be automatically emailed but it’s more customer specific financial information such as a Customer’s Opening Balance, for example.
I hope the information I’ve shared so far proves to be useful. Below will be some helpful links to the different topics I’ve mentioned for closer detail.
Lastly, may I have your email address associated to your Striven account and the name of your company? I’d like to reach out to you separately and check in with you to see if there is any further information you’d like to review together or if you have any questions about the information presented to you here. We can always join a meeting together as well if you’d like.
