Learn about financial reporting options for Microsoft Dynamics GP. Read this presentation to get functionality comparisons of Management Reporter, BI360 and BizNet.
Financial Reporting Tools for Dynamics GP Shootout
1. Financial Reporting Tools for Dynamics GP
Shootout
Presented by:
Charles Allen
BKD Technologies
Managing Consultant
2. Introduction – Charles Allen
o Managing consultant
o More than 20 years experience
o Microsoft MVP
3. 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
4. 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
5. 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
6. 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
7. 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
8. Management Reporter/Forecaster
• Components
o Report Designer – Used to create and generate reports
o Report Viewer – Used to view reports
10. BI 360
• What it offers
o Excel-based report creation
o Ad-hoc report creation
o Budgeting
o Dashboards
o Data warehouse
11. 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
12. BI 360
• Disadvantages
o Requires a separate purchase
o Requires Excel 2007/2010 for report creation
13. 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
14. BI 360 Components
• Data Warehouse – Store data for multiple companies
and from multiple data sources
• Dashboards – Tool for creating dashboards
16. BizNet
• What it offers
o Report creation among various modules
o Report publication using different methods and in
different formats
17. 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
18. BizNet
• Disadvantages
o Requires Excel 2007/2010 to create reports
o Requires a separate purchase
o Does not work with Analytical Accounting
19. BizNet Components
• BizInsight – report creation
• BizContent – pre-built connections, content and
analysis
• BizBroadcast – generation of reports in different
formats
21. Feature Comparison
Feature Management BI 360 BizNet
Reporter/
Forecaster
Ships with Microsoft Dynamics GP
2010
Drill Down to Transaction Details
Uses Trees
Multi-currency
Consolidations
Create Summary and Detailed
Budgets
22. Feature Comparison
Feature Management BI 360 BizNet
Reporter/
Forecaster
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
23. Feature Comparison
Feature Management BI 360 BizNet
Reporter/
Forecaster
Distribute reports via e-mail
Schedule reports to generate
Send reports as PDF
Publish reports to SharePoint
Use data in Data Warehouse
24. 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
25. BKD Technologies Support Center
• Monday - Friday, 8 a.m. - 5 p.m., call our Support Center
toll free at:
• Dynamics GP - 877.253.7778
GPsupport@bkd.com
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