Financial Alerts

What is a KPI Alert Report? KPI Alert Reports are considered exception reports and are often used by Executives, accountants or department managers to detect problems or opportunities as indicated by the alerts. Key functionality in this type of report includes the ability to automatically run reports at any frequency, and then distribute it by email as often as needed. KPI owners can also run the report on demand. The KPI page itself acts like a summary dashboard, while the other tabs in the book provide reports with supporting detail. You will find an example of this type of report below.

Purpose of KPI Alert Reports Companies and organizations use KPI Alert Reports to ensure that, at any time, management teams are being notified of issues or opportunities indicated when a KPI passes a threshold. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve how quickly it can detect and resolve issues, as well as, reduce the chances that a problem is brewing without anyone noticing.

Who Uses This Type of Report? The typical users of this type of report are: CFOs, Accountants and Department Managers. Other Reports Often Used in Conjunction with KPI Alert Reports Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different KPI Alert Reports, along with financial reports, operational reports, dashboards 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 Financial Alerts in Solver? The Financial Alerts 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 rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

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.

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