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Example of a Yield and Rate Analysis Report by Bank Branch

Comparing The Solver Report Writer and Account Schedules in Dynamics 365 Business Central: Which is Right for Your Business?

When it comes to advanced reporting in Dynamics 365 Business Central (D365 BC), there are a few options available to users. One of the most popular is the Solver report writer, a third-party solution that enhances the built-in reporting capabilities…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Sage Intacct’s ICRW: Which Advanced Reporting Tool is Right for You?

When it comes to advanced financial reporting, businesses have a variety of options to choose from. Two popular choices are the Solver report writer (available at www.solverglobal.com) and the Interactive Custom Report Writer (ICRW) in Sage…
Example of a Yield and Rate Analysis Report by Bank Branch

Solver vs Acumatica Report Designer: A Comprehensive Comparison

Acumatica is a highly regarded cloud-based ERP software that offers a wide range of features and capabilities to help businesses manage their finances, operations, and customer relationships. One of the key features of the software is its built-in…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Vena: The Best CPM Solution for Sage Intacct Users

As businesses continue to grow and evolve, the need for reliable and efficient financial management solutions becomes increasingly important. For companies using the Sage Intacct ERP system, finding the right Corporate Performance Management…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Vena: The Top Mid-Market CPM Solutions for Acumatica Users

When it comes to choosing a Corporate Performance Management (CPM) solution for your business, it can be overwhelming to sift through the various options available on the market. Two popular options for companies using Acumatica are Solver and…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Prophix: Choosing the Best CPM Solution for Dynamics 365 Business Central

Companies using the Dynamics 365 Business Central ERP system have a lot of options when it comes to choosing a CPM (Corporate Performance Management) solution. Two popular options are Solver and Prophix. In this blog post, we'll compare the…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Prophix: A Mid-Market CPM Solution Comparison for Sage Intacct Users

When it comes to choosing a Corporate Performance Management (CPM) solution for your company, it can be difficult to navigate the plethora of options available on the market. If your organization uses Sage Intacct as its ERP system, two of the…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Prophix: Which CPM Solution is Best for Acumatica ERP Users?

Corporate Performance Management (CPM) solutions are essential for businesses using the Acumatica ERP system to make informed financial decisions and improve overall performance. Two popular CPM solutions in the market are Solver and Prophix.…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Vena: A Comprehensive Review of CPM Solutions for Dynamics 365 Business Central Users

When it comes to financial management and performance reporting, two popular solutions for Microsoft Dynamics 365 Business Central users are Solver (www.solverglobal.com) and Vena (www.venasolutions.com). Both solutions offer robust features…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Jet Reports for Dynamics 365 Business Central: A Mid-Market CPM and Reporting Solutions Showdown

When it comes to finding the right report writer or full CPM (Corporate Performance Management) solution for your Dynamics 365 Business Central ERP system, two popular options on the market are Solver and Jet Reports (with additional products…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver and Workday Adaptive Planning: The Ultimate Mid-Market CPM Solution for Sage Intacct Users

The use of an effective Corporate Performance Management (CPM) solution is essential for companies using the Sage Intacct ERP system to manage their financial performance and make data-driven decisions. Two of the top CPM solutions on the market…
Example of a Yield and Rate Analysis Report by Bank Branch

Comparing Solver’s CPM Solution with Workday Adaptive Planning for Acumatica ERP Users

In the realm of mid-market CPM solutions, Solver (www.solverglobal.com) and Workday Adaptive Planning (www.workday.com/en-us/products/adaptive-planning/overview.html) are two popular options for companies using Acumatica ERP. Both solutions…
Example of a Yield and Rate Analysis Report by Bank Branch

Maximizing Corporate Performance with Dynamics 365 Business Central: A Guide to Evaluating CPM Tools

As mid-market companies strive to maintain their competitive edge, it becomes increasingly important to make data-driven decisions that will drive growth and profitability. This is where Corporate Performance Management (CPM) tools come in.…
Example of a Yield and Rate Analysis Report by Bank Branch

Top 10 Features to Expect in Leading Corporate Performance Management Tools for Mid-Market Companies using Sage Intacct

In today's fast-paced business environment, having a robust Enterprise Resource Planning (ERP) solution is essential for mid-market companies looking to streamline their operations, enhance visibility into their financials, and optimize performance.…
Example of a Yield and Rate Analysis Report by Bank Branch

Acumatica ERP Users: What to Expect from Leading Corporate Performance Management (CPM) Tools

As a mid-market company using the Acumatica ERP solution, it's essential to have a robust Corporate Performance Management (CPM) tool to help you make data-driven decisions and drive business growth. In this blog, we'll take a closer look at…
Example of a Yield and Rate Analysis Report by Bank Branch

Blog - Faster and Easier Insights with Ad Hoc Reporting for Your ERP Data

There is a reason Microsoft Excel, among its many merits, is generally recognized as the world’s most popular reporting tool. Three of the top reasons are: It is easy It is familiar to most business users It is “free” (if you…
How to Quickly Get Started with Corporate Performance Management for Microsoft Dynamics 365 Finance

How to Quickly Deploy the Best Financial Reporting Tools for Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance (D365 Finance) was born from the widely known on-premise product known as Dynamics AX. In recent years D365 Finance has become a significant player in the cloud-based ERP market segment, quickly gaining popularity…
Example of a Consolidated Statement of Income Call Report

Consolidated Statement of Income Call Report for Banks

What is a Consolidated Statement of Income Call Report? The Consolidated Statement of Income is considered a Call Report and is used by accountants and compliance managers to submit quarterly data as per Office of the Comptroller of the…
Example of a Top Ten Customers by Profitability Report for banks

Top Ten Customers by Profitability Report for Banks

What is a Top Ten Customers by Profitability Report for Banks? Top Customer by Profitability Reports are considered customer ranking reports and are used by managers and account executives to get a snapshot of the top most profitable customer…
Example of a New Customer Acquisition Report for Banks

New Customer Acquisition Report for Banks

What is a New Customer Acquisition Report for Banks? New Customer Acquisition Reports are considered growth and profitability analysis tools and are used by sales managers and leaders to monitor new customer growth and profitability metrics.…
Example of a Profitability by Customer Report for Banks

Profitability by Customer Report for Banks

What is a Profitability by Customer Report for Banks? Customer Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual customers.…
Example of a Profitability by Customer Account Report for Banks

Profitability by Customer Account Report for Banks

What is a Profitability by Customer Account Report for Banks? Customer Account Profitability Reports are considered operational reports and are used by account executives and analysts to review income, expenses and profitability for individual…
Example of a Term Deposit Profitability Trend Report for Banks

Term Deposit Profitability Trend Report for Banks

What is a Term Deposit Profitability Trend Report for Banks? Term Deposit Profitability Trend Reports are considered operational reports and are used by executives and managers to analyze monthly trends in term deposit metrics. Some of the…
Example of a Loan Profitability Trend Report for Banks

Loan Profitability Trend Report for Banks

What is a Loan Profitability Trend Report for Banks? Loan Profitability Trend Reports are considered operational reports and are used by executives and loan managers to analyze monthly trends in loan KPIs. Some of the main functionality…
Example of a Balance Sheet Report for Bank Branches

Balance Sheet Report for Bank Branches

What is a Balance Sheet Report for Bank Branches? Branch-level Balance Sheets are considered essential month-end reports and are used by corporate executives and branch managers to track actual balances and variances for assets, liabilities…
Example of an Income Statement Report for bank branches

Income Statement Report for Bank Branches

What is a Income Statement Report for Bank Branches? Branch-level Income Statements are considered essential month-end reports and are used by corporate executives and branch managers to track revenues, expenses and profitability. Some of…
Example of a Certificates of Deposit Production Trend Report for Banks

Certificates of Deposit Production Trend Report for Banks

What is a Certificates of Deposit Production Trend Report for Banks? Certificates of Deposit (CDs) Trend Reports are considered production analysis tools and are used by executives and branch managers to monitor trends and anomalies in sales…
Example of a Loan Production Trend Report for Banks

Loan Production Trend Report for Banks

What is a Loan Production Trend Report for Banks? Loan Production Trend Reports are considered operational analysis tools and are used by executives and loan managers to monitor trends and anomalies in branch-level and consolidated loan…
Example of a Yield and Rate Analysis Report by Bank Branch

Yield and Rate Analysis Report by Bank Branch

What is a Yield and Rate Analysis Report by Bank Branch? Yield and Interest Rate Reports are considered analysis tools and are used by Executives and CFOs to analyze actual and budgeted rates and yields by branch. Some of the main functionality…