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Blog - Faster and Easier Insights with Ad Hoc Reporting for Your ERP Data
BlogThere 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
Microsoft DynamicsCloud-based ERP systems and Corporate Performance Management (CPM) solutions are two directly related business applications experiencing rapid growth in the 2020s. In part because companies and organizations seek to automate the Office of Finance…
How to Quickly Deploy Power BI Dashboards for Microsoft Dynamics 365 Finance
Microsoft DynamicsDynamics 365 Finance (D365 Finance) and Power BI are both rapidly growing cloud software applications from Microsoft. Although these technologies can be used independently, customers are increasingly using them together as an integrated platform.
As…
How to Quickly Deploy the Best Budgeting and Forecasting Tools for Microsoft Dynamics 365 Finance
Microsoft DynamicsA rapidly increasing number of mid-market organizations are implementing Microsoft Dynamics 365 Finance (D365 Finance) as their new cloud ERP system. If you are considering a migration to D365 Finance, there are a few key things to do: make…
How to Quickly Deploy the Best Financial Reporting Tools for Microsoft Dynamics 365 Finance
Microsoft DynamicsMicrosoft 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…
How to Quickly Get Started with Corporate Performance Management for Acumatica
AcumaticaCloud-based ERP systems and Corporate Performance Management (CPM) solutions are two directly related business applications experiencing rapid growth in the 2020s as companies and organizations seek to automate the office of finance and help…
How to Quickly Deploy Power BI Dashboards for Acumatica
AcumaticaAcumatica and Power BI are both rapidly growing cloud software applications. Although these technologies can be used independently, customers are increasingly using them together as an integrated platform.
As executives drive their accounting…
How to Quickly Deploy the Best Budgeting and Forecasting Tools for Acumatica
AcumaticaHow to Quickly Deploy the Best Budgeting and Forecasting Tools for Acumatica
A rapidly increasing number of mid-market organizations are implementing Acumatica as their new cloud ERP system. If you are considering a migration to Acumatica,…
How to Quickly Deploy the Best Financial Reporting Tools for Acumatica
AcumaticaAcumatica has become a significant player in the cloud-based ERP market segment, quickly gaining popularity worldwide. If you are considering a migration to Acumatica, the first thing to do is make sure the solution fits your needs.
With…
Consolidated Statement of Income Call Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Top Ten Customers by Profitability Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
New Customer Acquisition Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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.…
Profitability by Customer Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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.…
Profitability by Customer Account Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Term Deposit Profitability Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Loan Profitability Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Balance Sheet Report for Bank Branches
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Income Statement Report for Bank Branches
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Certificates of Deposit Production Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Loan Production Trend Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Yield and Rate Analysis Report by Bank Branch
Report, Budget, Forecast and Dashboard Template GlossaryWhat 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…
Balanced Scorecard Report for Bank Branches
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Balanced Scorecard for Bank Branches?
Balanced Scorecard Reports are considered KPI tools and are used by bank executives and managers to measure branch performance. Some of the main functionality in this type of strategic report…
Securities by Category Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Securities by Category Report for Banks?
Securities Reports are considered portfolio analysis tools and are used by investment managers and analysts to monitor market- and book values of different security categories. Some of…
Trended Securities Summary Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Trended Securities Summary Report for Banks?
Trended Securities Summary Reports are considered monthly trend analysis tools and are used by investment managers and analysts to monitor monthly trends in their portfolio. Some of…
Securities Summary Portfolio Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Securities Summary Portfolio Report for Banks?
Securities Portfolio Reports are considered analysis tools and are used by investment managers and analysts to monitor the market- and book values of different securities. Some of…
Deposit and GL Reconciliation Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Deposit and GL Reconciliation Report for Banks?
Reconciliation Reports are considered data control tools and are used by accountants to help ensure that loan-related transactions tie to the General Ledger. Some of the main functionality…
Loan and GL Reconciliation Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Loan and GL Reconciliation Report for Banks?
Reconciliation Reports are considered data control tools and are used by accountants to help ensure that loan-related transactions tie to the General Ledger. Some of the main functionality…
Securities and GL Reconciliation Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Securities and GL Reconciliation Report for Banks?
Reconciliation Reports are considered monthly data control tools and are used by accountants to help ensure that securities-related transactions tie to the General Ledger. Some…
Expense Variance Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is an Expense Variance Report for Banks?
Expense Variance Reports are considered financial control reports and are used by controllers and department managers to monitor actual expenditures compared to the budget. Some of the main functionality…
Trended Regulatory Report for Banks
Report, Budget, Forecast and Dashboard Template GlossaryWhat is a Trended Regulatory Report for Banks?
Trended Regulatory Reports are considered government compliance reports and are used by CFOs, Controllers and Compliance Reporting Managers to provide key financial metrics in a specific reporting…