Home > Sample Reports

Sample Reports

Search By Keyword

Filter By

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

Reset Filters Showing 100 of 315

Loading...

Inventory – Live

Operations Dynamics GP View & Download

Finance – Income Statement – Live

Finance Dynamics GP View & Download

Finance – Balance Sheet – Live

Finance Dynamics GP View & Download

GP Sales Dashboard

Sales & Marketing Dynamics GP View & Download

GP Receivables Dashboard

Finance Dynamics GP View & Download

GP Purchasing Dashboard

Operations Dynamics GP View & Download

GP Payables Dashboard

Finance Dynamics GP View & Download

GP Inventory Dashboard

Operations Dynamics GP View & Download

GP Finance Dashboard

Finance Dynamics GP View & Download

Sales by Salesperson – Live

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Sales by Customer – Live

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Accounts Receivable – Live

Finance Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Accounts Payable – Live

Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Inventory – Live

Operations Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Finance – Income Statement – Live

Finance Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Finance – Balance Sheet – Live

Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Sales by Salesperson – Import

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Sales by Customer – Import

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Accounts Receivable – Import

Finance Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Accounts Payable – Import

Finance Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Inventory – Import

Operations Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Finance – Income Statement – Import

Finance Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Finance – Balance Sheet – Import

Finance Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Jet Budgets – Income Statement Projected by Month

Finance Dynamics 365 Business Central, Dynamics NAV View & Download

Customer Sales by Month

Sales & Marketing Dynamics GP View & Download

GL Simple Income Statement

Finance Dynamics GP View & Download

GL Consolidated Profit and Loss

Finance Dynamics GP View & Download

GL Transaction Open Activity

Finance Dynamics GP View & Download

GL Transaction History

Finance Dynamics GP View & Download

GL Month End Trial Balance

Finance Dynamics GP View & Download

GL Cash Flow

Finance Dynamics GP View & Download

GL Balance Sheet – Year Comparison

Finance Dynamics GP View & Download

GL Income Statement

Finance Dynamics GP View & Download

GL Income Statement Budget and Variance

Finance Dynamics GP View & Download

Income Statement by Segment

Finance Dynamics GP View & Download

Customer Transactions

Sales & Marketing Dynamics GP View & Download

Sales Commission Report

Sales & Marketing Dynamics GP View & Download

Company Overview

Finance Dynamics GP View & Download

Purchase Order Status by Vendor

Operations Dynamics GP View & Download

Fixed Assets Additions

Finance Dynamics GP View & Download

Item Tracking Report

Operations Dynamics GP View & Download

Item Sales Over Time

Sales & Marketing Dynamics GP View & Download

Item Sales Qty and Amounts

Sales & Marketing Dynamics GP View & Download

Sales Team Performance

Sales & Marketing Dynamics GP View & Download

Top 10 Items by Sales & Profit

Sales & Marketing Dynamics GP View & Download

Budget Amounts by Period

Finance Dynamics GP View & Download

Fixed Asset Dashboard

Finance Dynamics GP View & Download

Vendor Analysis

Operations Dynamics GP View & Download

Sales and Invoices by Salesperson YTD

Sales & Marketing Dynamics GP View & Download

YTD Sales by Country and State

Sales & Marketing Dynamics GP View & Download

Fixed Assets Inventory List

Finance Dynamics GP View & Download

Fixed Assets Property Ledger

Finance Dynamics GP View & Download

Profit and Loss Statement

Finance Dynamics GP View & Download

Payroll Check Distributions

Operations Dynamics GP View & Download

Salesperson Commission by Customer

Sales & Marketing Dynamics GP View & Download

General Ledger Amounts

Finance Dynamics GP View & Download

Accounts Receivable Aging Report

Finance Dynamics GP View & Download

Customer Balances and Credit Limits

Finance Dynamics GP View & Download

Vendor PO Status

Operations Dynamics GP View & Download

Sales Invoices by Territory

Sales & Marketing Dynamics GP View & Download

Payroll Report by Payroll Code

Operations Dynamics GP View & Download

Cash Position

Finance Dynamics GP View & Download

GL Trial Balance

Finance Dynamics GP View & Download

GL P and L Statement

Finance Dynamics GP View & Download

GL Cash Flow

Finance Dynamics GP View & Download

GL Balance Sheet – Year Comparison

Finance Dynamics GP View & Download

GL Actual vs. Budget Transactions

Finance Dynamics GP View & Download

GL Income Statement

Finance Dynamics GP View & Download

HR Payroll Transactions by Class

Operations Dynamics GP View & Download

Inventory by Location

Operations Dynamics GP View & Download

Item Quantity Tracking Report

Operations Dynamics GP View & Download

Sales Reports

Sales & Marketing Dynamics GP View & Download

SOP Commission Report

Sales & Marketing Dynamics GP View & Download

Purchasing

Operations Dynamics GP View & Download

Vendor Detail by State

Operations Dynamics GP View & Download

Salesperson Scorecard

Sales & Marketing Dynamics GP View & Download

Payroll Transactions by Class

Operations Dynamics GP View & Download

Item Profitability by Customer

Sales & Marketing Dynamics GP View & Download

GL Income Statement Budget and Variance

Finance Dynamics GP View & Download

Income Statement by Segment

Finance Dynamics GP View & Download

GL Activity Detail Report

Finance Dynamics GP View & Download

Sales Dashboard

C-Level & Executive Dynamics GP View & Download

Monthly Income Statement

Finance Dynamics GP View & Download

Income Statement

Finance Dynamics GP View & Download

Current Inventory Value by Location

Operations Dynamics GP View & Download

Current Inventory Qty

Operations Dynamics GP View & Download

Open Sales Order Lines

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Open Purchase Order Lines

Operations Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Average Unit Cost Over Time

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Salesperson Performance Overview

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Top Customer Overview

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Sales by Item Category Over Time

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Accounts Payable Aging

Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Customer Account by Sales

Sales & Marketing Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Accounts Receivable Aging

Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Quantity on Hand by Location

Operations Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Sales Dashboard 2

C-Level & Executive Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Purchases by Item Qty based

Operations Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Purchases by Item Group

Operations Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download

Purchases from top 10 Vendors

Operations Dynamics 365 Finance and Supply Chain Management, Dynamics AX View & Download