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Board & Budget Reporting Tools

  • 1.  Board & Budget Reporting Tools

    Posted Nov 21, 2019 02:57 PM
    ​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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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Board & Budget Reporting Tools

    D365UG/AXUG ALL STAR
    Posted Nov 21, 2019 04:13 PM
    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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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Board & Budget Reporting Tools

    Posted Nov 22, 2019 09:25 AM
    Hello, here are some additional web links to provide for your benefit:

    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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    Academy - Online Interactive Learning from Experts


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