Exception reporting is a way of highlighting areas within your business which senior management need to address.  

This type of reporting can eliminate the need to review countless reports to identify and address key business process issues before they begin to negatively impact a firm's operations or profitability. Setting targets and highlighting areas which fall outside of those measures is the focus of this webinar.

Key topics:

  • Review underlying assumptions in the model
  • Create calculations using assumptions provided
  • Generate conditional formatting based on a set of business rules
  • Create a scatter chart which highlights breaches of a rule
  • Create a range of pictures which toggle between any of 5 charts

Learning objectives

  • Creating conditional formatting in management reports which highlights exceptions.
  • Change thresholds to instantly see the results flow through to your exception dashboard.
  • Showing trends in charts and tables which highlight areas of concern.
  • The exception reporting system will check the value of each KPI (instantaneously) and notify you when something requires attention.
  • Work through the detailed tasks accompanying the webinar to test your knowledge.


Professionals working in SME or Corporate entities in specialist or analyst and mid-level career roles working in job functions such as external reporting, financial control and management accounting.

365 Days