← PortfolioCooper's HawkMid-Year Review · FY26
Finance

Financial Reporting: Self-Service Module

CH Master Project TrackerEnterpriseFinancial Reporting: One Source of Truth (ENTERPRISE)Financial Reporting: Self-Service Module

Establish a self-service module for financial reporting in order to remove bottle necks. Excel-add on or similar in order to query data. Requires training & small user group identification. Drives ability to look at data beyond set dashboards. Contingent on data warehouse work.

Stage
Not Started
Level
Level 4: Sub Project
Health
Approved
Latest Update · Jun 11, 2026

6.11.26 [Finance Portfolio]: This sounds like product more than data/report/dashboard. Need to further clarify requirements and desired user groups.

Department
Finance
Strategic Pillar
3 OPTIMIZE PERFORMANCE
Executive Sponsor
Dawn
Owner
Jai, Ethan
IT Dependency
Yes
IT Roadmap
2026 Backlog
Fiscal Year / Quarter
FY26
Timing
2026
Start Date
Target End
Budget
Status
Approved
Status Updates · 2
3 months running
Not StartedJun 11, 2026

6.11.26 [Finance Portfolio]: This sounds like product more than data/report/dashboard. Need to further clarify requirements and desired user groups.

Not StartedMar 16, 2026

Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26