Variances with User Comments

What is an Exception Report Focused on User Comments? Exception Reports are considered analytical tools and are often used by analysts and accountants to quickly find items from the monthly financials where users made comments. Key functionality in this type of report automatically tracks all account balances where users entered comments. It then displays the department, account and comment, along with the monthly and year-to-date figures. You will find an example of this type of report below.

Purpose of Exception Reports with Comments Companies and organizations use Exception Reports with Comments to present all user comments from the financial statements in a single report for easy review. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve tracking of potentially significant variances because the users made comments there, as well as, reduce the chances that executives and managers miss key comments and never take action.

Who Uses This Type of Report? The typical users of this type of report are: CFOs, Controllers and Accountants. Other Reports Often Used in Conjunction with Exception Reports with Comments Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Exception Reports with Comments, along with monthly financial statements and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Variances with User Comments in Solver? The Variances with User Comments is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? CFOs, FP&A managers, and controllers use this report template to support month-end close, variance analysis, and management reporting. It is designed to be self-service and require no custom development.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

To learn more, visit the Resource Library.