Do You Want an Easier Way to Access, Analyze, and Report on Microsoft Dynamics Data?

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You Can’t Access Your Data Without Developers

With thousands of tables and data entities, knowing where to find the information and how to put it together takes specialized skills and time.

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Standard Reports Don’t Fit Your Needs

When the standard reports don’t work, most companies are forced to spend their time and money on ad hoc reports and custom reports.

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You’re Making Decisions Without All the Facts

Merging multiple data sources in Microsoft Dynamics is time-consuming and highly complicated for the average business user.

Merge Data from Microsoft Dynamics and Other Sources to Create the Insights Your Business Needs

Easily Access Your Data—No Developers Required

Get full visibility into operational performance with multi-database consolidation and report creation directly inside Excel. With insightsoftware’s operational reporting solutions for Microsoft Dynamics, you get data that is better organized and accurate answers when you need them.

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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.

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Merge Data from Multiple Sources into One Report

See the big picture by connecting and merging data from Microsoft Dynamics with other sources including CRM systems, databases (e.g., SQL Server, Oracle, etc.), OLAP cubes, and local data (e.g., Excel, CSV).

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Create and Share Real-Time Reports

Choose from 150 templates or create your 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 with filters, calculated columns, sorts, and more. Save your report and refresh on-demand for repeatable reporting that eliminates data dumps and rekeying errors.

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Cut Your Reporting Time in Half

Make accurate, timely decisions with self-service reporting for Microsoft Dynamics. Equip your employees with an easy-to-use, Excel-based user interface to access all data, build reports and dashboards, and make data-driven decisions fast.

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Integrates with:



  • BPC (HANA, MS or Netweaver)
  • Business ByDesign
  • Business One (B1)
  • Business Warehouse (BW)
  • ERP
  • ERP Central Component (ECC)
  • S4 HANA


  • Ajera
  • ComputerEase
  • CostPoint
  • Maconomy
  • VantagePoint
  • Vision
  • Vision Cloud


  • Spectrum
  • Vista

MRI Software

  • Commercial Management
  • Financials
  • Horizon
  • Horizon CRE
  • Qube Horizon
  • Residential Management


  • CMS
  • Enterprise
  • ERP E10
  • ERP E9
  • iScala
  • iSolutions
  • Prophet 21
  • Vantage


  • CloudSuite Financials
  • CloudSuite Industrial (SyteLine)
  • Distribution SX.e
  • Lawson
  • M3
  • System21


  • Sage100


  • 24SevenOffice
  • A+
  • AARO
  • AccountEdge
  • Accounting CS
  • Accountmate
  • AccPac
  • Acumatica
  • Alere
  • Anaplan
  • Aptean
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Blackbaud
  • BlueLink
  • Book Works
  • BPCS
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • CPSI
  • Custom
  • CYMA
  • DAC
  • Data Warehouse
  • Datatel
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Entrata
  • Etail
  • Expandable
  • Famous Software
  • Fern
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • Flexi
  • Fortnox
  • Foundation
  • Fourth Shift
  • Friedman
  • Full Circle
  • GEMS
  • Harris Data (AS/400)
  • HCS
  • HMS
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • In-House Developed
  • Incode
  • Intacct
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • McLeod
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Mokum
  • Movex
  • MRI
  • MSGovern
  • Munis (Tyler Tech)
  • New World Systems
  • ODBC/OLEDB Database
  • Onesite
  • Onestream XF
  • Open Systems
  • PDI
  • Penta
  • PeopleSoft
  • PIC
  • Plexxis
  • PowerOffice
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • QAD
  • QlikSense
  • Quantum
  • Qube Horizon
  • Quorum
  • RealPage
  • Retalix
  • Ross
  • SmartStream
  • Spokane
  • Springbrook
  • SQL Database
  • SUN
  • Sunguard
  • SunSystems
  • Sys21
  • SysPro
  • SyteLine
  • TAM (Applied Systems)
  • Timberline
  • Traverse
  • TripleTex
  • Unit4
  • Unit4 Agresso
  • Unit4 Business World
  • Unit4 Coda
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
  • Visma
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • Xero
  • xLedger
  • Xperia
  • Yardi
  • Yardi-SaaS
How To Compare BI

How to Compare Reporting & BI Solutions

Reporting and Business Intelligence (BI) solutions begin and end with data—not just how the data are collected, but also how they are stored, organized, and accessed. With a saturated market full of solutions to choose from, you need to have a clear understanding of your data needs before you start comparing your options.

In this white paper, you will learn:

  • What to look for in reporting and/or BI software.
  • Why a reporting and BI solution is essential for growth
  • How to avoid reporting and BI solution implementation failure

To assist with your software selection process and help you find a solution that fits your current ERP system and IT infrastructure, we have also created a framework for evaluating third party solutions.

You need to have a clear understanding of your data needs before you start comparing your options.

Work with the #1 Financial Reporting Vendor for ERPs and EPMs

Customer Bio Component Hardware

“We don’t have to create a new report from scratch anymore. I can just go into the system and handpick the information I need, without having to create a connection or query and match up the data.”

Eric Dunsmuir Database Administrator at Component Hardware Group View Customer Story

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