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CCH Tagetik Financial Reporting: Create reports faster. Ensure consistent figures.

Create and update financial, management, and integrated reports based on a common data source.
Discuss Financial Reporting
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Classification

Reporting Based on a Common Data Set

For CFOs and managers in Group Accounting, Corporate Accounting, and Controlling who want to consistently generate financial and management reports from the same data.

Separate Excel files, local presentations, and differing data versions increase the effort required for reconciliation and complicate versioning and updating. CCH Tagetik integrates reporting, consolidation, planning, and disclosure on a common data foundation. Reports in Word, PowerPoint, and Excel can be linked to centrally maintained financial data and updated when figures change.

BLUEBIRD provides support for reporting structure, data modeling, implementation, and further development.

PLATFORM ADVANTAGE

Your Added Value with CCH Tagetik for Financial Reporting

Shared Database

Generate financial, management, and integrated reports from centrally maintained data.

Automatic Update

Apply changes to the figures directly to reports.

Office Integration

Use Word, PowerPoint, and Excel to create reports.

Versioning and Releases

Manage review and approval processes in a structured manner.

Self-Service Analysis

Select, transform, and analyze data using business applications.

Numbers and Narrative

Link financial data and narrative content.

Background

Why Tagetik Is Relevant for Financial Reporting

Financial, management, and integrated reports are often created using multiple files and tools. Numbers are pulled from various sources, narrative content is maintained separately, and changes are applied manually. This leads to additional coordination efforts regarding versions, approvals, and updates. It becomes particularly time-consuming when the same figures are used in multiple reports, presentations, and disclosure documents.

CCH Tagetik integrates core financial data with the reporting process. Figures, tables, and narrative content can be used in Word, PowerPoint, and Excel and updated automatically when changes are made to the data.

CCH Tagetik is particularly relevant for companies that want to integrate reporting more closely with consolidation, analysis, materiality, strategic alignment, and disclosure—using central data sources, process-oriented workflows, version control, and a reporting environment where reports, budget plans, earnings presentations, and value-oriented reports always use consistent figures.

Features

What CCH Tagetik Offers in the Area of Financial Reporting

CCH Tagetik addresses financial reporting with a clearly defined range of features. These include, in particular:

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Centralized Reporting

  • Financial, management, and integrated reports in a single system
  • Support for financial statements, board books, budget books, and strategic reports
  • Automatic updates as soon as the figures change
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Collaborative Office


  • Report generation directly in Word, PowerPoint, and Excel
  • Dynamic linking of financial and narrative content
  • Version control, review, and approval workflows
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Analytics Information Hub


  • Centralized, controlled database for reporting, analysis, and decision support
  • Self-service functions for data selection, transformation, and analysis by business users

IN-DEPTH

Integrated Reporting and a Broad Range of Reports


CCH Tagetik views integrated reporting as an extension of financial reporting. Financial and non-financial data are consolidated into a single source and linked to planning, forecasting, and the close-to-disclosure process. This enables a transparent presentation of strategic direction, materiality, and the connection between operational performance and future value creation. The range of reports extends beyond traditional financial statements, from board books and strategic plans to budget books and proxy statements, as well as press releases and regulatory reports such as Solvency II or IFRS. Reporting remains under the technical purview of Finance, as a finance-owned and unified CPM solution.

Use Cases

Where CCH Tagetik Delivers the Greatest Value in the Reporting Process

The practical benefits are evident where companies want to organize reporting in a more controlled, collaborative manner that is more closely aligned with finance processes. In particular:

  • high manual effort in financial and management reporting

  • a large number of report recipients with varying formats and requirements

  • heavy reliance on Office applications without end-to-end data integration

  • versioning issues and reconciliation loops in reporting

  • the desire to integrate reporting more closely with consolidation, disclosure, and planning

  • Reporting packages with a high proportion of narrative content and many contributors


The concrete benefits are evident above all in more consistent reports, faster updates, better collaboration, fewer errors, and a more robust integration of reporting, the data foundation, and governance.

TARGET AUDIENCES

For Which Companies CCH Tagetik Is Particularly Well-Suited

In the reporting environment, CCH Tagetik is particularly well-suited for companies that no longer want to organize their financial reporting using separate files, local reporting routines, and distinct data sets.

These include, in particular:

  • Corporate groups and larger mid-market companies with more complex reporting requirements

  • Companies with high demands for management, financial, and integrated reporting

  • Organizations that want to integrate reporting more closely with consolidation, disclosure, and office processes

  • Finance departments in need of modernization in reporting, workflow, and version control

  • Companies that want to establish a common data source for reports and analyses

Relevant roles:

  • Positions closely associated with the CFO

  • Group Accounting

  • Corporate Accounting

  • Controlling

  • Reporting Managers

  • Finance Transformation Teams

BLUEBIRD Consultant Explains Financial Reporting in a Workshop

PLATTFORMLOGIK

CCH Tagetik im Zusammenspiel mit weiteren Finance-Prozessen

CCH Tagetik verbindet Planung, Forecasting, Konsolidierung, Reporting und weitere Finance-Prozesse auf einer gemeinsamen Plattform. Daten, Annahmen und Ergebnisse können dadurch über verschiedene Anwendungsbereiche hinweg genutzt und ausgewertet werden.

Die einzelnen Lösungen lassen sich miteinander verbinden und schrittweise erweitern. Welche Bereiche zusammengeführt werden, richtet sich nach den bestehenden Prozessen und Anforderungen der Finance-Organisation.

SUITABILITY AND LIMITATIONS

When CCH Tagetik Is Less Suitable— Where the Approach Doesn’t Fit

CCH Tagetik is not automatically the right solution in every context. Its structural benefits arise when reporting is intentionally integrated with the data foundation, consolidation, disclosure, planning, and governance.

  • when there are only very simple reporting requirements without a platform-based approach

  • when reporting is to be organized completely separately from the underlying finance processes

  • when the target state, roles, and governance are not clearly defined

  • when the organization is not willing to support the integrated reporting and collaboration approach from a business perspective

When evaluating financial reporting, the scope of functionality is just as important as the target architecture, process controls, and added value for finance.

BERATUNGSANSATZ

BLUEBIRD und CCH Tagetik

BLUEBIRD verbindet Erfahrung aus Finance-Prozessen mit tiefer CCH-Tagetik- und Integrationskompetenz. Unsere Teams arbeiten zugleich mit weiteren führenden CPM-/EPM-Plattformen und begleiten Unternehmen auch bei der Softwareauswahl.

So beraten wir plattformübergreifend und betrachten CCH Tagetik immer im Kontext der fachlichen Anforderungen und der bestehenden Systemlandschaft. Unsere Platinum-Partnerschaft mit CCH Tagetik steht dabei für tiefes Produktwissen und umfassende Projekterfahrung.

Wir begleiten Unternehmen von der fachlichen Konzeption über die technische Umsetzung bis zur Weiterentwicklung bestehender CCH-Tagetik-Lösungen.

Unsere Leistungen umfassen:

  • fachliche Konzeption und Zielbildentwicklung
  • Prozess- und Datenmodellierung
  • Implementierung und Konfiguration
  • Datenintegration und Anbindung von Vorsystemen
  • Tests und Übergang in den Betrieb
  • Optimierung und Weiterentwicklung bestehender CCH-Tagetik-Umgebungen
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FAQ

Frequently Asked Questions About CCH Tagetik Financial Reporting

The solution combines reporting tools with real-time data, automation, financial intelligence, self-service features, and Microsoft Office integration on a centralized data platform—for financial, management, and integrated reports.

The Analytic Information Hub centralizes corporate data as a single source of truth for reporting, analysis, and report generation. This allows reports to be built on a controlled and up-to-date data foundation—without separate data sets or manual reconciliation.

Collaborative Office is CCH Tagetik’s Microsoft Office-compatible reporting solution. It automatically links numbers and narrative content, supports collaborative work in Word and PowerPoint, and ensures that numerical and narrative content is dynamically updated in all reports.

Because CCH Tagetik designs integrated reporting as an extension of the same platform logic—with a shared database, workflow, Office integration, and governance logic for financial, non-financial, strategic, and narrative reports.

The scope includes financial statements, management reports, earnings presentations, board books, strategic plans, budget books, proxy statements, press releases, annual and quarterly reports, as well as industry-specific requirements such as Solvency II or IFRS.

Financial Reporting focuses on the structured preparation of financial, management, and integrated reports based on a central database. Disclosure Management places greater emphasis on formal, narrative, and regulatory disclosures, as well as the processes involved in their production and approval.

Yes. CCH Tagetik explicitly emphasizes native integration with Word, PowerPoint, and Excel—which is particularly relevant for production-oriented reporting in the day-to-day reporting practices of finance and business teams.

Ideally, early on—before the reporting architecture, data foundation, Office integration, and governance have been defined. That is precisely when it is determined whether reporting will merely be accelerated or structurally improved.

NÄCHSTER SCHRITT

CCH Tagetik mit BLUEBIRD

Sie planen die Einführung von CCH Tagetik oder möchten eine bestehende Lösung weiterentwickeln? Besprechen Sie Anforderungen, Systemlandschaft und nächste Schritte mit unserem CCH-Tagetik-Team.

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