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Merely reporting in CCH Tagetik refers to the ability of producing internal and external

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documents that combine financial, statistical and textual information.

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You can produce financial, internal and regulatory reports in a comfortable environment, either in Microsoft Word

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or Microsoft PowerPoint, leveraging 100% native functionality and native capabilities.

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You can also eliminate bottlenecks, by enabling multiple users to collaborate together, by allowing them to work on the same document at the same time.

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You can also streamline the process, by signing those same users to specific sections or even specific slides with 

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different deadlines and administrators will always be able to monitor the overall document status through built-in workflow capabilities.

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You can even update all of the financial and textual data in different paragraphs, in charts

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or even end tables, with a single click, or it can be even automated by the system directly.

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All of this leads to one powerful capability which is the ability to establish a repeatable

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process, roll forward and refresh each reporting cycle with one single click.

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Here's a basic example of a typical narrative report, in this case an annual report, designed using CCH Tagetik CDM.

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It was built completely using Word in CCH Tagetik functionality and, as you can see, powerful and beautiful annual reports, can quickly and easily be created.

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Not only that, but I can see on the left hand side of my panel, a list of all of the different document types already created for me, such as board books or even

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my 10Q and 10K for example, in fact if I expand on my 10K I can quickly see all of those different cycles or different 

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versions of my 10K, if I expand on Q3 2014 for example, I can see the document structure, and the document structure

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is really the powerful functionality behind the scenes, that allows multiple users to work on the same document, because for one document, 

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we break it out into four sections, and we will break out sections into items and items into individual notes, with all of these individual parts of the document,

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allowed to essentially be tagged to specific users so that individual end users know their exact responsibility.

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Of course, if I'm a document owner of the entire 10Q, for example, I can leverage powerful functionality

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such as status charts for example and quickly see where everyone stands in the overall process,

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in terms of what work needs to be submitted, what work needs to be approved, and which work can be considered complete.

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Of course, if I'm in charge of working on Note 3 - Investments & Inventory for example, I can quickly see  

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my tasks or my individual responsibilities as a contributing end-user, simply by taking a look at my tasks.

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I can click on my task, where I can quickly see all the different document activities I'm responsible for, with corresponding due dates and even the specific next action

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item related to a specific activity, really making it easy for our end-users to know exactly what needs to be accomplished when they access the software.

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To get started on working on Note 3, all I need to do is double click on my Note 3 and my document will open up in Word right away.

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One thing you'll notice is that I can start interacting with my document just like I would in a typical Word fashion, so to add a text for example it's as easy as just typing.

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I can also analyze some of the financial information that we're bringing into different tables or different charts and even looking

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at statistical information as well, or even textual comments such as for 'nine months ending' or for the 'prior year' for example.

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However, this isn't just Microsoft Word functionality of course, CCH Tagetik CDM functionality exists as well, and often times

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is related to that streamlining of the process, to really make this document automatic, so that when we roll forward

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our different variables and our different objects, will update right away. To see what objects can update, I can quickly highlight all objects

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and everything in yellow on the screen here, essentially shows me exactly what can be automated through CCH Tagetik CDM, so expressions 

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such as '9 months ended September 30th' will automatically roll forward, even when we produce our 10K at the end of the year, it'll save for the 12 months ending.

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Of course different tables including financial data can be updated right away, and even statistical data such as 4.5% year-over-year variance or even

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textual information such as decreased for example, all of these things can be updated and rolled forward automatically by the system, or we can even

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update sections automatic on demand for example, so if I have a section such as this one that's really a pending note coming from another document

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or another section within this document, all I have to do to update it, is click update and right away I can see that the person that's

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in charge of this specific note in another section of this document, actually updated it with a new sentence and that sentence flows right away into my report.

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This functionality also exists in Microsoft PowerPoint as well, and leveraging that same collaborative functionality in Microsoft Word, we can also create more visual,

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more appealing presentations in Microsoft PowerPoint, still with the same collaborative experience, so we can produce reports such as this one,

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create very simple, very visual PowerPoints, again leveraging some of the same functionality of CCH Tagetik CDM, except now we're Microsoft PowerPoint,

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leveraging 100% PowerPoint functionality, rather than Word functionality. So of course, we can always leverage our document structure to have our end users 

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collaborate together even leveraging that workflow functionality, or even with objects that can automatically be updated and rolled forward as we create new documents.

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Thanks for watching. For more info take a look at our website.