Enterprise Reporting MICROSOFT BUSINESS SOLUTIONS GREAT PLAINS

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1 MICROSOFT BUSINESS SOLUTIONS GREAT PLAINS Enterprise Reporting Enterprise Reporting gives your company the flexibility to create the most efficient solution for complex, distributed reporting requirements. You can easily automate procedures unique to your business environment to give you complete control of consolidations, financial reporting, budgeting and analysis. In addition, Enterprise Reporting accelerates the closing process, leaving more time to better understand and improve company performance. Enterprise Reporting is designed for sophisticated group reporting and consolidation needs, and includes advanced multidimensional consolidations, eliminations, and multicurrency capabilities. Enterprise Reporting provides an efficient system for collecting and reporting information from across the organisation, and delivers to you solid control with a high degree of flexibility to mould the reporting processes around your business practices. Recognizing that constant change and reorganisation is an inevitable part of doing business, Enterprise Reporting also makes it easy to test and implement unlimited reorganisation combinations without actually modifying your live data. Enterprise Reporting has an unlimited number of tree structures, which allow intuitive graphical manipulation with reporting structures and flexible what if analysis for any changes in structure and roll-up reporting so you can see and analyse your entire organisation, or any part of it. Additionally, Enterprise Reporting allows you to collect information from virtually any financial system, creating a flexible consolidation environment for your organisation. Enterprise Reporting offers seamless integration with Microsoft Business Solutions Financials, offering customers who use both solutions a truly powerful combination. Web-based reporting allows complex consolidations to happen quickly and be available for viewing. MICROSOFT BUSINESS SOLUTIONS GREAT PLAINS 1

2 Additional modules enhance the functionality and use of Enterprise Reporting. The Report Server gives you the capability of processing report packages on a dedicated server where different output profiles and processing schedules can be set, improving report processing times and freeing up personal workstations. The Web Extension allows users to view and modify reports via the Web at any time, anywhere. The Import Server automatically imports transactions and data from other sources into the Enterprise Reporting database, which eliminates the need to enter information multiple times into different systems. The OLAP Cube Designer helps you create OLAP cubes using Enterprise Reporting data. And the Excel Add-in enables you to access data and consolidation functionality from Enterprise Reporting for financial reporting directly from Microsoft Excel. Get Information to Decision-Makers Faster! Wizard-based Report Packages: Companies typically have several different types of reports that need to be run on a regularly scheduled basis and/or that contain the same type of information (company, period, product, etc.) With the Enterprise Reporting Report Package Wizard, you will find it easy to group these reports together for more efficient processing and distribution. The report packages include additional output types, such as Save as HTML, Save as Excel, Run on Report Server and Expanded Directory and report sorting abilities with easier setup and maintenance. Quickly and easily schedule reports for mass distribution with the Report Package Wizard. Access Report Packages and Report Server via the Web: Using the Enterprise Reporting Web Extension, you can access report packages via the Web for instantaneous processing or scheduling of the report packages. The report packages can be edited via the Web, allowing you to change the type of information and reports that will be processed for that particular instance. When utilising the Enterprise Reporting Report Server, you can choose to schedule report packages to be run on a regular interval and distributed in a variety of methods, including with Excel attachment, with HTML attachment and sending the information directly to a network printer. MICROSOFT BUSINESS SOLUTIONS GREAT PLAINS 2

3 Generate report packages anytime, anywhere via the Web Expanded Directory: The expanded directory feature is a new way of archiving reports for easy distribution and storage. The expanded directory feature lets you define folders and/or directories where reports will be stored. For example, you may choose to store all the reports for Company A in one directory, with a separate folder for each period. Instead of having to manually point to the appropriate directory for each report or report package, the expanded directory can be used to properly identify the folders into which the reports should be saved. If the directory/folder does not exist, one will be created. Use the Expanded Directory to define folders and/or directories where reports will be stored for easy access. Analyse for Better Results Picture Perfect Export to Excel: For analysis of reports offline, reports can be processed and saved in Excel, maintaining all the formatting features as available in Enterprise Reporting. When using Excel as the output option for Report Packages, an Excel workbook will be created with a separate sheet for each report in the report package. Analysing Anytime, Anywhere: The integration to ProClarity allows for easy installation and use when publishing briefing books from the desktop to the Enterprise Reporting Web Extension. By making ProClarity s graphical drill-down functionality available via the Web, decision-makers across the organisation and around the world can make better use of information anytime and anywhere. MICROSOFT BUSINESS SOLUTIONS GREAT PLAINS 3

4 Additional Enterprise Reporting Modules (sold separately): Enterprise Reporting Report Server: Gives you the capability to process report packages on a dedicated server on which different output profiles and processing schedules can be set. Reports are processed more quickly on a process server, and it frees up personal workstations within your organisation. You must process reports in report packages that you can schedule for processing at specific times or for recurring schedules, such as daily, weekly or quarterly. When utilising the Report Server, you can choose to schedule report packages to be run on a regular interval and distributed in a variety of methods, including with Excel attachment, with HTML attachment and sending the information directly to a network printer. When scheduling reports to be processed in the Report Server, you have the ability to let the Report Server automatically pick the period based on the current date. Period scheduling is available via the Enterprise Reporting client/server application or Web Extension. Enterprise Reporting Web Extension: Allows users to view and modify Enterprise Reporting reports and report packages via the Web at any time, anywhere. The Web Extension allows you to have an Enterprise Reporting structure with one central database at the main site and web-based data entry from reporting entities (data entry sites). For users who might not have access to the installation of Enterprise Reporting, the Web Extension allows them to enter data via the Internet or Corporate Intranet, as well as report on the information. Enterprise Reporting Import Server: Automatically imports transactions and data from other sources into the Enterprise Reporting database, which eliminates the need to enter information multiple times into different systems. The Import Server constantly checks for new files uploaded to a specified Import Server source directory. When new files are detected, the Import Server converts the files to the Enterprise Reporting format and imports the data into the database. Enterprise Reporting OLAP Cube Designer: Helps you create OLAP cubes in a wizard environment, based on the dimensions, hierarchical structures and data already created in Enterprise Reporting. OLAP (online analytical processing) gives you the capability to process complex information very quickly and analyse that information using a number of variables. This gives you the option to analyse the figures in any number of OLAP Browsers, such as Microsoft Excel, ProClarity, Cognos, Business Objects, etc. You can access the OLAP Cube Designer from a remote computer, use the dimension names or codes for better explanation of data during analysis and easily refresh the information as it is updated in the Enterprise Reporting database. MICROSOFT BUSINESS SOLUTIONS GREAT PLAINS 4

5 Enterprise Reporting Excel Add-in: Enables you to access data and consolidation functionality from Enterprise Reporting for financial reporting directly from Microsoft Excel. This is done through extending standard functions in Excel with a set of special functions for the Excel Add-In. In addition, the Excel interface is extended with a separate Excel Add-In toolbar and menu options to facilitate lookup in Enterprise Reporting tables, making the use of the Excel Add-In functionality even easier for the end user. Using the Excel Add-In functions, you collect data directly from the Enterprise Reporting database, and the desired consolidation, elimination, currency calculation etc. takes place as specified by the parameters to the functions. This means that the data presented is always updated in relation to the Enterprise Reporting basic tables, in exactly the same way as when reports and forms are executed from within Enterprise Reporting. Contact your partner Should you wish to find out more about Microsoft Business Solutions Great Plains, please contact our Internal Sales Team on +44 (0) where they will be pleased to put you in contact with a certified Microsoft Business Solutions Partner. If you are already a Microsoft Business Solutions customer please contact your Certified Microsoft Business Solutions Partner. About Microsoft Business Solutions Microsoft Business Solutions, which includes the businesses of Great Plains, Microsoft bcentral and Navision a/s, offers a wide range of business applications designed to help small and midmarket businesses become more connected with customers, employees, partners and suppliers. Microsoft Business Solutions applications automate end-to-end business processes across financials, distribution, project accounting, electronic commerce, human resources and payroll, manufacturing, supply chain management, business intelligence, sales and marketing management and customer service and support. More information about Microsoft Business Solutions can be found at: Address: Microsoft Business Solutions Microsoft Campus Thames Valley Park Reading Berkshire RG6 IWG Tel +44 (0) /04/ Microsoft Corporation. All rights reserved. Microsoft Business Solutions includes the business of Great Plains, Microsoft bcentral and Navision A/S MICROSOFT BUSINESS SOLUTIONS GREAT PLAINS 5