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Sample Reports

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Financial System

Microsoft
- Dynamics 365 Business Central
- Dynamics 365 Finance and Supply Chain Management
- Dynamics AX
- Dynamics GP
- Dynamics NAV
- SQL Server Analysis Services (SSAS)
Oracle
- Oracle E-Business Suite (EBS)
- Oracle EPM Cloud
- Oracle Essbase
- Oracle Financial Consolidation and Close (FCCS)
- Oracle Hyperion Enterprise
- Oracle Hyperion Financial Management (HFM)
- Oracle Hyperion Planning
- Oracle Planning and Budgeting Cloud Service (PBCS)
Other
- AARO
- Onestream XF
- Wolters Kluwer CCH Tagetik
SAP
- SAP BPC (HANA, MS or Netweaver)
- SAP Business Warehouse (BW)

Product

CXO
Jet
- Jet Analytics
- Jet Basics
- Jet Reports
Wands

Type

Dashboard
Report

Role

C-Level & Executive
Finance
Information Technology
Management
Operations
Sales & Marketing

Industry

Construction
Engineering
Finance & Insurance
Health Care & Social Assistance
Manufacturing
Public Administration
Real Estate, Rental & Leasing
Retail Trade
Utilities

Topic

Articles
- Budgeting & Planning
- Reporting

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Supply Chain KPI Dashboard

View & Download

Operational KPIs Dashboard

Operations View & Download

Strategic Planning KPI Dashboard

View & Download

Inventory Management KPI Dashboard

View & Download

Retail KPI Dashboard

View & Download

Top Five KPIs for the Engineering Industry

View & Download

Insurance KPI Dashboard

Finance View & Download

Accounts Payable Aging Report

Finance View & Download

Utilities KPI Dashboard

View & Download

Manufacturing KPI Dashboard

View & Download

Government Entity KPIs

Finance View & Download

Property Management KPI Dashboard

View & Download

Economic Downturn KPI Dashboard

Finance View & Download

Healthcare KPI Dashboard

Finance View & Download

Real Estate Dashboard

Operations View & Download

Construction KPI

Operations View & Download

GL Wand Report Wizard Quick Start

Finance Oracle E-Business Suite (EBS) View & Download

Daily Cash Flow Tracking

Finance Oracle E-Business Suite (EBS) View & Download

Cash Receipts Analysis

Finance Oracle E-Business Suite (EBS) View & Download

Supplier Spend Analysis

Finance Oracle E-Business Suite (EBS) View & Download

Advanced Payables Aging Reports

Finance Oracle E-Business Suite (EBS) View & Download

Advanced Receivables Aging Reports

Finance Oracle E-Business Suite (EBS) View & Download

GL Wand Report Wizard Quick Start

Finance SAP View & Download

Cash Receipts Analysis

Finance SAP View & Download

Vendor Spend Analysis

Finance SAP View & Download

Advanced Payables Aging Reports

Finance SAP View & Download

Advanced Receivables Aging Reports

Finance SAP View & Download

Cap Table Report

C-Level & Executive View & Download

Headcount Ratio Model

C-Level & Executive View & Download

Current Ratio Model

Finance View & Download

AP Turnover Model

Finance View & Download

Daily 3D Report Comparing Store Sales

C-Level & Executive View & Download

Monthly Sales Dashboard

C-Level & Executive View & Download

Profit and Loss Selection by Entity

C-Level & Executive View & Download

Profit and Loss Including Bridge Chart

C-Level & Executive View & Download

KPI’s Overview

C-Level & Executive View & Download

Topsheet Month vs Budget

C-Level & Executive View & Download

Management Information Dashboard

C-Level & Executive View & Download

Trend Dashboard

C-Level & Executive View & Download

Profit and Loss Dashboard Including Trend Analysis

C-Level & Executive View & Download

Profit and Loss Incl Predictive Analysis

C-Level & Executive View & Download

Company Overview

C-Level & Executive View & Download

Dashboard – 13 Months Rolling

C-Level & Executive View & Download

Dashboard – 13 Months Rolling (For Splitted Dimension)

C-Level & Executive View & Download

Data and Commentary Sign-Off (Narrative Template)

C-Level & Executive View & Download

Sales Performance by Destination

C-Level & Executive View & Download

Home Page With Image Redirects

C-Level & Executive View & Download

12 Months View – Variance to Year Total

C-Level & Executive View & Download

Profit and Loss – Review

C-Level & Executive View & Download

FTE – Trend Analysis

C-Level & Executive View & Download

Profit and Loss Including Bridge (Including Column Drill)

C-Level & Executive View & Download

Return on Equity

C-Level & Executive View & Download

Free Cash Flow

Finance View & Download

Working Capital

C-Level & Executive View & Download

Operating Cash Flow

Operations View & Download

Financial Ratios

C-Level & Executive View & Download

Debt to Equity Ratio

C-Level & Executive View & Download

Accounts Receivables KPIs

C-Level & Executive View & Download

Statement of Account in Word

Finance Dynamics GP View & Download

Past Due Notice in Word

Finance Dynamics GP View & Download

Monthly Income Statement in Word

Dynamics GP View & Download

Statement of Account in Word

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

Past Due Notice in Word

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

Monthly Income Statement in Word

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

Open Sales Lines Overview

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Customer Address Labels

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Income Statement- Dim by Sheet

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

Sample Sales Invoice

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Top 5 Sales

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Product Sheet

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Production Order Details

Operations Dynamics 365 Business Central, Dynamics NAV View & Download

Vendor Rising Stars and Falling Stars

Operations Dynamics 365 Business Central, Dynamics NAV View & Download

Sales Dashboard III

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Jet Budgets – Income Statement Projected using Categories

Dynamics GP View & Download

Sales by Salesperson – Live

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Sales by Customer – Live

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Accounts Receivable – Live

Dynamics 365 Business Central, Dynamics NAV View & Download

Accounts Payable – Live

Dynamics 365 Business Central, Dynamics NAV View & Download

Inventory – Live

Operations Dynamics 365 Business Central, Dynamics NAV View & Download

Finance – Income Statement – Live

Dynamics 365 Business Central, Dynamics NAV View & Download

Finance – Balance Sheet – Live

Dynamics 365 Business Central, Dynamics NAV View & Download

Sales by Salesperson – Import

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Sales by Customer – Import

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

Accounts Receivable – Import

Dynamics 365 Business Central, Dynamics NAV View & Download

Accounts Payable – Import

Dynamics 365 Business Central, Dynamics NAV View & Download

Inventory – Import

Operations Dynamics 365 Business Central, Dynamics NAV View & Download

Finance – Income Statement – Import

Dynamics 365 Business Central, Dynamics NAV View & Download

Finance – Balance Sheet – Import

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

NAV Sales Overview Dashboard

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

NAV Sales by Salesperson Dashboard

Sales & Marketing Dynamics 365 Business Central, Dynamics NAV View & Download

NAV Receivables Dashboard

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

NAV Purchase Analysis Dashboard

Operations Dynamics 365 Business Central, Dynamics NAV View & Download

NAV Payables Dashboard

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

NAV Inventory Analysis Dashboard

Operations Dynamics 365 Business Central, Dynamics NAV View & Download

NAV Finance – Revenue Dashboard

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

NAV Finance – Company Overview Dashboard

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

Sales by Salesperson – Live

Sales & Marketing Dynamics GP View & Download

Sales by Customer – Live

Sales & Marketing Dynamics GP View & Download

Accounts Receivable – Live

Finance Dynamics GP View & Download

Accounts Payable – Live

Finance Dynamics GP View & Download