Financial and Operational Microsoft Dynamics Reporting
Do you want an easier way to access, analyze, and report on Microsoft Dynamics AX or Microsoft Dynamics 365 for Finance and Operations data? Do away with data dumps and slow, manual reporting processes. Atlas for Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations reporting installs in a couple of hours and with over 150 Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations reporting templates covering financial or operational modules, you can build live reports with drill-down right inside Excel in no time.
Merge Data From Microsoft Dynamics and Other Sources To Create the Insights Your Business Needs
Create and share real-time, drillable Microsoft Dynamics reporting for finance and operations, all within Excel or any Microsoft Dynamics or Microsoft Office applications. Consolidate data from multiple Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations modules and other business systems into a single report without relying on IT. Integrate fully with Microsoft Dynamics security.
Create and share real-time reports
Choose from 150 templates or create your own custom report using an intuitive wizard-driven approach to work with real-time Microsoft Dynamics reporting data in Excel. Easily create cell or table-based reports and add filters, calculated columns, sorts, and top n analyses. Save your report and refresh on demand for repeatable reporting that eliminates data dumps and re-keying errors.
Drill from live summary to transaction data
Find and fix reconciliation and data integrity issues immediately by drilling into balances, journals, and sub-ledgers right in Excel. Create flexible drill-down panels with multiple views to customize information so that users can answer all of their follow-up questions.
Merge data from multiple sources into one report
Connect and merge data from Microsoft Dynamics AX, Microsoft Dynamics 365 for Finance and Operations, or CRM systems with other sources including databases (e.g., SQL Server, Oracle, etc.), OLAP cubes, and local data (e.g., Excel, CSV) so you can see the big picture.
Storyboards enjoy fast performance over large data volumes
Use sophisticated caching technology to ensure fast refreshes of reports and speedy data slicing and dicing. Refresh caches to pull live data on demand, or schedule caches to update periodically. Incremental caching grabs new transactions and appends these to your local data for significant performance gains, particularly with larger data volumes.
We simply make your work easier. Meet some of our customers:
"With Atlas, it is now less than 30 seconds, compared to 30 minutes manually."
"Atlas is a tool I use every day for analysis and reporting. We'd be nowhere near as productive without it."
"Atlas has been instrumental in improving efficiency, timeliness, and value of our reporting and control processes.”
"With Atlas, we were able to build reports in-house that would have cost us thousands of dollars in consulting. Even when our partner told us they could not create the report in D365, we were still able to build it with Atlas."
Ready to get started with Atlas and connect to Microsoft Dynamics reporting? Fill in the form and we will contact you.