The document presents a webinar by Charles Allen about financial reporting tools for Microsoft Dynamics GP, specifically Management Reporter/Forecaster, BI 360, and Biznet. It highlights the features, advantages, and disadvantages of each tool, including report creation, distribution methods, and required software. The document also mentions promotions related to user licenses and support contact information.

1. Financial Reporting Tools for Dynamics GP
Shootout
Presented by:
Charles Allen
BKD Technologies
Managing Consultant

2. Introduction – Charles Allen
o Managing consultant
o More than 20 years experience
o Microsoft MVP

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. 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. 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. 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. 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. Management Reporter/Forecaster
• Components
o Report Designer – Used to create and generate reports
o Report Viewer – Used to view reports

9. Management Reporter/Forecaster
Demo

10. BI 360
• What it offers
o Excel-based report creation
o Ad-hoc report creation
o Budgeting
o Dashboards
o Data warehouse

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. BI 360
• Disadvantages
o Requires a separate purchase
o Requires Excel 2007/2010 for report creation

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. BI 360 Components
• Data Warehouse – Store data for multiple companies
and from multiple data sources
• Dashboards – Tool for creating dashboards

15. BI 360
Demo

16. BizNet
• What it offers
o Report creation among various modules
o Report publication using different methods and in
different formats

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. BizNet
• Disadvantages
o Requires Excel 2007/2010 to create reports
o Requires a separate purchase
o Does not work with Analytical Accounting

19. BizNet Components
• BizInsight – report creation
• BizContent – pre-built connections, content and
analysis
• BizBroadcast – generation of reports in different
formats

20. BizNet
Demo

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. 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. 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. 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. 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

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27. Upcoming Webinars
December 15, 2011
• Topic: Year-End Closing
Register at: www.bkdtechnologies.com/attend

28. Charles Allen | Managing Consultant | 713.499.4629 | callen@bkd.com