financial reporting tools for dynamics gp shootout
DESCRIPTION
Learn about financial reporting options for Microsoft Dynamics GP. Read this presentation to get functionality comparisons of Management Reporter, BI360 and BizNet.TRANSCRIPT
Financial Reporting Tools for Dynamics GP Shootout Presented by: Charles Allen BKD Technologies Managing Consultant
Introduction – Charles Allen
o Managing consultant
o More than 20 years experience
o Microsoft MVP
What You Will Learn
What you will learn in this webinar
• What three sets of tools offer you for financial reporting
• How to write financial reports using each tool
• How to distribute reports using each tool
Management Reporter/Forecaster
• What it offers
o The ability to create financial reports based on General Ledger data Trial Balance
Balance Sheet
Income Statement
Cash Flow
o Forecasting and budgeting with audit trails, collaboration, and approvals
Management Reporter/Forecaster
• Advantages
o Ships with Microsoft Dynamics GP (Forecaster is available for Advanced Management only)
o Part of your GP license
o Report creation is very much like FRx – easy transition
o Does not require any version of Excel to run
Management Reporter/Forecaster
• Advantages
o Exports to XBRL
o Security can be defined by tree unit, report and version level
o Building blocks are stored in a SQL database
Management Reporter/Forecaster
• Disadvantages
o Does not provide e-mail distribution – yet
o Cannot produce graphs or charts
o Requires Active Directory and IIS to deploy
Management Reporter/Forecaster
• Components
o Report Designer – Used to create and generate reports
o Report Viewer – Used to view reports
Management Reporter/Forecaster
Demo
BI 360
• What it offers
o Excel-based report creation
o Ad-hoc report creation
o Budgeting
o Dashboards
o Data warehouse
BI 360
• Advantages
o Uses the familiar Excel application for creating reports
o Reports can be created that involves data from multiple series (GL, PM, RM, etc.)
o Report scheduling and distribution in different formats and methods
BI 360
• Disadvantages
o Requires a separate purchase
o Requires Excel 2007/2010 for report creation
BI 360 Components
• Report Designer – Used to create reports
• Report Player – Used to view reports
• Report Publisher – Schedule and distribute reports
• Report Composer – Ad-hoc reporting
• Budgeting – Create budgets
BI 360 Components
• Data Warehouse – Store data for multiple companies and from multiple data sources
• Dashboards – Tool for creating dashboards
BI 360
Demo
BizNet
• What it offers
o Report creation among various modules
o Report publication using different methods and in different formats
BizNet
• Advantages
o Uses Excel to create reports
o Reports can be published using different methods and in different formats
o Reports can be scheduled
BizNet
• Disadvantages
o Requires Excel 2007/2010 to create reports
o Requires a separate purchase
o Does not work with Analytical Accounting
BizNet Components
• BizInsight – report creation
• BizContent – pre-built connections, content and analysis
• BizBroadcast – generation of reports in different formats
BizNet
Demo
Feature Comparison
Feature Management Reporter/ Forecaster
BI 360 BizNet
Ships with Microsoft Dynamics GP 2010
Drill Down to Transaction Details
Uses Trees
Multi-currency
Consolidations
Create Summary and Detailed Budgets
Feature Comparison
Feature Management Reporter/ Forecaster
BI 360 BizNet
Export reports to Excel
Create reports in Excel
Include Data Outside of General Ledger
Create reports with charts and graphics
Create dashboards
Ad-hoc Reporting
Feature Comparison
Feature Management Reporter/ Forecaster
BI 360 BizNet
Distribute reports via e-mail
Schedule reports to generate
Send reports as PDF
Publish reports to SharePoint
Use data in Data Warehouse
Microsoft Promotions
• Holiday Season ERP Offer o Purchase additional user licenses for 20% off
o Through December 22, 2011
• License Model Transition Offer o Transition to Business Ready Licensing for $500/user
o Through December 22, 2011
• Business Ready Licensing Module Offer o Purchase a la carte modules for up to 15% off the standard list price
o Through December 22, 2011
BKD Technologies Support Center
• Monday - Friday, 8 a.m. - 5 p.m., call our Support Center toll free at:
• Dynamics GP - 877.253.7778 [email protected]
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Upcoming Webinars
December 15, 2011
• Topic: Year-End Closing
Register at: www.bkdtechnologies.com/attend
Charles Allen | Managing Consultant | 713.499.4629 | [email protected]