Most firms reach a point where their BigTime reports aren’t giving them what they need. The reason is rarely the tool. It’s the setup.
The BigTime Professional Services team works with hundreds of firms every year, and the same reporting patterns show up again and again – the data foundation that quietly breaks, the wrong report type doing the wrong job, the categories that never got stood up. This session walks through what they see and what to do about it.
What You’ll Hear:
A practical session from BigTime Professional Services on getting more out of the Report Center. We’ll cover how report types work, what drives the data you see, and how to build reports that actually answer the questions your team is asking.
- The data foundation
What makes any report reliable in the first place, and where firms most often quietly break it. - The right report for the right question
How to match report type to the question you’re actually trying to answer. - The five reporting categories every PS firm should have running
The categories worth standing up across finance, projects, and operations, and why. - From data to decisions
How structured reporting drives the calls that actually move the business forward.
Who Should Watch?
- Finance leaders CFOs, Controllers
Accountable for billing accuracy, margin, and the numbers leadership reports on. - Project managers
Running active projects and pulling the data that informs every status call. - Operations leaders
Owning visibility across the business and the reporting that surfaces it. - Anyone making decisions from BigTime data
If you’re using reports to shape billing, profitability, or planning, this is for you.
Why Watch?
This one is designed for firms that are live in BigTime and want more out of the reporting they already have. You’ll leave with a clearer picture of how report types work, what drives the data you see, and how to structure reports that actually answer the questions your team is asking. A real working session, with live Q&A at the end.
Save your seat.