Dynamics F/SCM
Dynamics F/SCM
Organizer:
- JOSE Organized by
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Board & Budget Reporting Tools
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Board & Budget Reporting Tools
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?We are looking for a software tool to help us streamline board reporting and reporting of budget to actual analytics at various reporting levels. Ideally, the tool would store analytics at the lowest reporting level that can be rolled up to a consolidated financial statement level that we can drill back into as needed. We are spending a lot of time analyzing items at the reporting unit, but are spending a lot of time consolidating that information to a consolidated level and maintaining it for future reporting periods. We also want to automate the roll-forward of the financial data each reporting period to streamline it.What types of reporting tools is #Finance using in your company & how is it integrated with #FinanceandOperations? Please share advantages/disadvantages of the tool. Thanks!
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Michelle Steffen
Corporate Controller
Jasper Engines
Jasper IN
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Hi Michelle,
Have you tried using the out-of-the-box Financial reporting tool that was implemented in D365FO to replace Management reporter?
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Kelly Kane
Business Analyst
Ellipse Solutions LLC
Dayton OH
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Hello, here are some additional web links to provide for your benefit:
- D365 website from Microsoft:
- Upcoming Dyn Comm Academy classes for the D365 Reporting product:
- Video recordings:
- I also could provide some training and user guides, simply email: derek.krebs@msxgroup and I can provide secure download link with lots of good step-by-step and screen shots
Happy Reporting and have a nice holiday season ALL!
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Derek Krebs
Sr Consultant
MSX Group
derek.krebs@msxgroup.com
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