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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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Financial Reporting Tools for Dynamics GP Shootout Presented by: Charles Allen BKD Technologies Managing Consultant
Introduction – Charles Allen
o Managing consultant
o More than 20 years experience
o Microsoft MVP
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
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
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
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
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
Management Reporter/Forecaster
• Components
o Report Designer – Used to create and generate reports
o Report Viewer – Used to view reports
Management Reporter/Forecaster
Demo
BI 360
• What it offers
o Excel-based report creation
o Ad-hoc report creation
o Budgeting
o Dashboards
o Data warehouse
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
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 Publisher – Schedule and distribute reports
• Report Composer – Ad-hoc reporting
• Budgeting – Create budgets
BI 360 Components
• Data Warehouse – Store data for multiple companies and from multiple data sources
• Dashboards – Tool for creating dashboards
BI 360
Demo
BizNet
• What it offers
o Report creation among various modules
o Report publication using different methods and in different formats
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
BizNet
• Disadvantages
o Requires Excel 2007/2010 to create reports
o Requires a separate purchase
o Does not work with Analytical Accounting
BizNet Components
• BizInsight – report creation
• BizContent – pre-built connections, content and analysis
• BizBroadcast – generation of reports in different formats
BizNet
Demo
Feature Comparison
Feature Management Reporter/ Forecaster
BI 360 BizNet
Ships with Microsoft Dynamics GP 2010
Drill Down to Transaction Details
Uses Trees
Multi-currency
Consolidations
Create Summary and Detailed Budgets
Feature Comparison
Feature Management Reporter/ Forecaster
BI 360 BizNet
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
Feature Comparison
Feature Management Reporter/ Forecaster
BI 360 BizNet
Distribute reports via e-mail
Schedule reports to generate
Send reports as PDF
Publish reports to SharePoint
Use data in Data Warehouse
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
BKD Technologies Support Center
• Monday - Friday, 8 a.m. - 5 p.m., call our Support Center toll free at:
• Dynamics GP - 877.253.7778 [email protected]
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Upcoming Webinars
December 15, 2011
• Topic: Year-End Closing
Register at: www.bkdtechnologies.com/attend
Charles Allen | Managing Consultant | 713.499.4629 | [email protected]
