1. Help Center
  2. System Setup & Administration
  3. Step-by-Step to Getting Started in Jirav in under 30 minutes

Step 5: Learn about Report Templates and Publication

Key Learning: Create and tailor a custom report template that can be published, shared, and commented on

 

 

4. Check out your Executive Summary Report
Go over to Reports and click on Executive Summary. This will show you a mixed mode report that includes both your Financial and Non-Financial data in one place.
Tip: If you have no data YTD, check out your historicals from the year before

 

 

Index to our Step-by-Step Guide to Getting Stated in Jirav in under 30 minutes

Step 1: Login & Import Accounting Data

Step 2: Import Workforce Data

Step 3: Setup Departments

Step 4: Learn to Work with Dashboard Visualizations

Step 5: Learn about Report Templates & Publication

Step 6: Learn to Share & Comment to your team in Jirav