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Financial Reporting Tools for Dynamics GPShootoutPresented by:Charles AllenBKD TechnologiesManaging Consultant
Introduction – Charles Allen                  o   Managing consultant                  o   More than 20 years experience  ...
What You Will Learn  What you will learn in this webinar  • What three sets of tools offer you for financial reporting  • ...
Management Reporter/Forecaster • What it offers    o   The ability to create financial reports based on General        Led...
Management Reporter/Forecaster • Advantages   o   Ships with Microsoft Dynamics GP (Forecaster is available       for Adva...
Management Reporter/Forecaster • Advantages   o   Exports to XBRL   o   Security can be defined by tree unit, report and v...
Management Reporter/Forecaster • Disadvantages   o   Does not provide e-mail distribution – yet   o   Cannot produce graph...
Management Reporter/Forecaster • Components   o   Report Designer – Used to create and generate reports   o   Report Viewe...
Management Reporter/Forecaster             Demo
BI 360  • What it offers     o   Excel-based report creation     o   Ad-hoc report creation     o   Budgeting     o   Dash...
BI 360  • Advantages    o   Uses the familiar Excel application for creating reports    o   Reports can be created that in...
BI 360  • Disadvantages    o   Requires a separate purchase    o   Requires Excel 2007/2010 for report creation
BI 360 Components •   Report Designer – Used to create reports •   Report Player – Used to view reports •   Report Publish...
BI 360 Components • Data Warehouse – Store data for multiple companies   and from multiple data sources • Dashboards – Too...
BI 360         Demo
BizNet  • What it offers     o   Report creation among various modules     o   Report publication using different methods ...
BizNet  • Advantages    o   Uses Excel to create reports    o   Reports can be published using different methods and in   ...
BizNet  • Disadvantages    o   Requires Excel 2007/2010 to create reports    o   Requires a separate purchase    o   Does ...
BizNet Components • BizInsight – report creation • BizContent – pre-built connections, content and   analysis • BizBroadca...
BizNet         Demo
Feature Comparison Feature                                 Management        BI 360       BizNet                          ...
Feature Comparison Feature                               Management        BI 360       BizNet                            ...
Feature Comparison Feature                         Management        BI 360       BizNet                                  ...
Microsoft Promotions  • Holiday Season ERP Offer     o   Purchase additional user licenses for 20% off     o   Through Dec...
BKD Technologies Support Center  • Monday - Friday, 8 a.m. - 5 p.m., call our Support Center    toll free at:  • Dynamics ...
Stay Connected  dynamicsGPinsights.com   Follow                            us on                           Twitter        ...
Upcoming Webinars    December 15, 2011    • Topic: Year-End Closing    Register at: www.bkdtechnologies.com/attend
Charles Allen | Managing Consultant | 713.499.4629 | callen@bkd.com
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Financial Reporting Tools for Dynamics GP Shootout

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Learn about financial reporting options for Microsoft Dynamics GP. Read this presentation to get functionality comparisons of Management Reporter, BI360 and BizNet.

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  • Hi Mr. Paulette,

    Just thought I would let you know that BizNet can produce reporting in Excel 2003, 2007, 2010, and 2013.

    Maurice McDavid
    Dynamics Channel Manager
    Biznet software
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Be the first to like this

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Transcript of "Financial Reporting Tools for Dynamics GP Shootout"

  1. 1. Financial Reporting Tools for Dynamics GPShootoutPresented by:Charles AllenBKD TechnologiesManaging Consultant
  2. 2. Introduction – Charles Allen o Managing consultant o More than 20 years experience o Microsoft MVP
  3. 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. 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. 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. 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. 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. 8. Management Reporter/Forecaster • Components o Report Designer – Used to create and generate reports o Report Viewer – Used to view reports
  9. 9. Management Reporter/Forecaster Demo
  10. 10. BI 360 • What it offers o Excel-based report creation o Ad-hoc report creation o Budgeting o Dashboards o Data warehouse
  11. 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. 12. BI 360 • Disadvantages o Requires a separate purchase o Requires Excel 2007/2010 for report creation
  13. 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. 14. BI 360 Components • Data Warehouse – Store data for multiple companies and from multiple data sources • Dashboards – Tool for creating dashboards
  15. 15. BI 360 Demo
  16. 16. BizNet • What it offers o Report creation among various modules o Report publication using different methods and in different formats
  17. 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. 18. BizNet • Disadvantages o Requires Excel 2007/2010 to create reports o Requires a separate purchase o Does not work with Analytical Accounting
  19. 19. BizNet Components • BizInsight – report creation • BizContent – pre-built connections, content and analysis • BizBroadcast – generation of reports in different formats
  20. 20. BizNet Demo
  21. 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. 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. 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. 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. 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
  26. 26. Stay Connected dynamicsGPinsights.com Follow us on Twitter Join us on LinkedIn At Dynamics GP Insights you can read articles, watch View webinars & join the videos at conversation! YouTube
  27. 27. Upcoming Webinars December 15, 2011 • Topic: Year-End Closing Register at: www.bkdtechnologies.com/attend
  28. 28. Charles Allen | Managing Consultant | 713.499.4629 | callen@bkd.com
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