(or FRx) With Excel
using ActivReporter for Microsoft Dynamics GP
ActivReporter is an Excel-based financial reporting tool that gives insight into your Dynamics GP data. Create financial reports in native Excel with complete drilldown to the underlying detail and drillback to Dynamics GP. It is a “budget friendly” replacement for Management Reporter or FRx.
Comparative Analysis of Reporting Tools
Excel-Based Financial Reporting & Data Analysis
Quickly create all financial statements in Microsoft Excel. ActivReporter allows you to drill down into any financial amount, and then drill back to Dynamics GP and the source document.
Activ Trial Balance
Enhance daily activity by being able to see your financial data like never before. The Activ Trial Balance is a real-time view into all your financial numbers with drilldown and drillback capabilities.
Superfast SmartList-Like Data Visualization
ActivReporter displays data onscreen in SmartList-like format. Create filters to view important financial data. Then view that data quickly and in real-time. ActivReporter will render to the screen 50,000+ detail records/sec.
Review the health of the ActivReporter system through the dashboard. The dashboard is “Activ” and all items are hot-keys to the detail items.
In addition to the financial statements in Excel, ActivReporter allows you to print various reports directly from the ActivReporter database. The Trial Balance Comparison report delineates any differences in ActivReporter and Dynamics GP systems. The General Ledger Detail report will depict any set of chart of accounts and the detail postings to these accounts.
Link to External Spreadsheets
ActivReporter Excel workbooks can link to external data with ease. Here is an example of linking a workbook to a budget workbook. Any change in the budget workbook will register in the ActivReporter workbook.
You can incorporate ActivReporter financial functions into any workbook. Then, use these numbers as you create associated pivot tables.
- ActivReporter is very fast!
- Store Excel financial designs in database with full security protection and recall of all previous versions
- Define calendars (reporting periods) in addition to the Dynamics GP fiscal calendar
- Multiple budgets in single year on any financial design
- Full security model with user authentication by Active Directory
- No “report generation” phase in ActivReporter. Immediate gratification!
- Multicurrency support
- Power BI support (OData feed)
- Ad hoc spreadsheet reporting
- More than 50 Excel functions to extract financial data, descriptions and company information from the Dynamics GP database
- Missing/duplicate chart of accounts analysis
- Output finished reports to protected Excel workbooks, pdf files, or hard copy print
- Reporting trees
"How no one's talking about ActivReporter for Microsoft Dynamics GP is beyond me. #BestReportingToolEver"
Mariano Gomez Bent
"I came across ActivReporter last October at Summit. I was so impressed with the product that as soon as I got back, I started calling my clients. My clients who watched the demo decided to go with ActivReporter as an alternative to Management Reporter before the demo was complete. ActivReporter has cut the reporting time from days to hours."
Dynamics GP Partner in CT
Frequently Asked Questions
ActivReporter costs $70/month with a one-time charge of $1,000 for initial set-up. This price is for a maximum of 10 Dynamics GP databases and unlimited users. You may purchase additional licenses for 10 GP databases each for this same price. For example, if you have 15 company databases, you must purchase 2 licenses at a cost of $140/month with a one-time charge of $2,000 for initial set-up.
The $1,000 fee includes the installation of ActivReporter software components and 4 hours of installation assistance and training. Additional services are available from nQativ on a consulting basis.
ActivReporter will work with any hosted environment that is based on terminal services (or Citrix). For performance reasons, we do not support a browser-based installation.
Yes. ActivReporter does not rely on the BBF entries generated at year-end closing. Thus, you can create financial designs that are accurate whether or not the prior year has been closed.
Yes. The ActivReporter “automation engine” (AAS) can be programmed to send any report to any person at any time. This does require scripting of the system and is not a native “out of the box” feature. You can also set up scheduled reports by using the Task Scheduler in coordination with AAS scripts. nQativ or your Dynamics GP partner can assist in setting this up.
Good question, because you have NEVER seen anything like it in any other accounting solution. You have to experience it to believe! An Activ Trial Balance is an on-screen trial balance that shows any financial amount in real time (no refresh needed). It is also superfast. You can also drilldown and drillback from these numbers just like from the Excel based financial designs!
Absolutely! There is a BOT (part of the ActivReporter Automation system) that will extract Management Reporter row definitions and create ActivReporter rollups. nQativ or your Dynamics GP partner can assist.
Absolutely. nQativ can be contracted to supply these design resources. Your Dynamics GP partner can also assist.