Atlas Software - Reporting for Microsoft Dynamics

Easily create and share real-time reports without relying on IT. Atlas connects live data from Microsoft Dynamics and other sources to give you the power to ... Home»Atlas OperationalReporting,Uploads,andTaskAutomationforMicrosoftDynamicsInsideExcel BusinessEmail* HiddenRedirectURLNameThisfieldisforvalidationpurposesandshouldbeleftunchanged. Havingtrouble? Cookiesarerequiredtosubmitformsonthiswebsite. Enablecookies. Howinsightsoftwareisusingcookies. Stillexperiencinganissue?Pleasecontactourwebsiteadministrationteam. Δ GetaDemo GetPricing Togglenavigation Atlas DoYouNeedanEasierWaytoAccess,Analyze,andReportonYourMicrosoftDynamicsData? DataDumpsandManualProcessesareInefficient Manual,repetitivetaskslikebulkuploads,reportdistribution,andrekeyingdatainMicrosoftDynamicsaretimeconsuming,highlyerrorprone,andputunnecessarypressureonyourfinanceteameverymonth. You’reSpendingTooMuchTimeonDataConsolidation Findingandfixingreconciliationissuesisamanuallyintensiveprocessthatleadstomoresignificantdataintegrityproblems.It’shardtoseethebigpictureandclosethemonthwithoutvisibilityintoyourERPandotherdatasources. YouNeedTechnicalSkillstoBuildandEditReports Out-of-the-boxreportingtoolsprovidedwithMicrosoftDynamicstypicallyrequireheavyITinvolvementtomanage.Asaresult,you’vegotreportdelaysfromyourfinanceteamandbottlenecksinyourITdepartment. AutomateandAccelerateMicrosoftDynamicsReporting GetaDemo StartinExcel,StayinExcel Easilycreateandsharereal-timereportswithoutrelyingonIT.AtlasconnectslivedatafromMicrosoftDynamicsandothersourcestogiveyouthepowertoproduceaccuratefinancialandoperationalreports.Fromthere,yourfinanceteamcanquicklydrillintojournals,balances,andsub-ledgersdirectlyinExcel. GetUpandRunningFast Atlascomespackedwithmorethan150pre-builtreportinganduploadingtemplatestojumpstartreportcreationfromtheget-go.Youcanusetheseout-of-the-boxtemplatesimmediatelyorcustomizethemtosuityourneeds. BulkUploadFromExcelintoMicrosoftDynamics SavetimewithbulkuploadsusingAtlas’secure,simple,andintuitivedatauploadtoolforMicrosoftDynamics.Userscanchoosefromarichlibraryoftemplatesorquicklycreateacustomuploadtemplate,easilyappendandupdatedatatoanytable,andautomateExcelreportswithoutneedinganyhelpfromIT. AutomateRepetitiveReportingTasks Whetheryouwanttorunyourreportinganduploadautomationtaskseveryfiveminutesoronthefirstbusinessdayofthemonth,Atlas’flexibleschedulingandtaskautomationhaveyoucovered.Easilyscheduleanddistributereportstoyourteammembersandautomatetheuploadofyouraccrual’sjournalsintoMicrosoftDynamicswiththeclickofabutton. GetMoreProductiveWithPowerBI WithAtlas,youcanpublishMicrosoftDynamicsdataintoPowerBIquicklyandeasilyforfasteraccesstodashboardsandvisualizations.ITteamscanmoreeasilycreatePowerBIdashboardsfornon-financeusersbycombiningdatafrommultipleMicrosoftDynamicsmodulesinonequeryandgainingaccesstorecord-levelreporting. Integrateswith:   Microsoft DynamicsAX Top10BestPracticesforMicrosoftDynamicsReporting Fast,accurateandvaluablereportsarethegoalineveryreportingprocess,butsometimesensuringyour reportsmeetallthecriteriaisdaunting.LetushelpyoudeliverthebestMicrosoftDynamicsreports youcanwiththishelpfulguidetoyourbestpractice. Insideyou’lllearn: Howtomakereportsmoreinteractive Secretstoincreasedreportusability Howtotunereportsforperformance Howtotailorareportforyouraudience Thepowerofsummarizeddata Downloadthefreeguidetolearnbestpracticesfromourreportingandanalyticsexperts! DownloadNow Workwiththe#1FinancialReportingVendorforMicrosoftDynamics “Atlashelpstocombinethedataandprovidesawayfortheendusertocreatereportsbythemselves.Time,effortandmoneyaresaved.” RameshMandalapu ITSystemsAnalystatTempurSealy ViewCustomerStory ViewCustomerStories RequestPricing Whattoexpect 20-minutediscoverycallwithaproductexpert Discoverwhichsolutionsarebestsuitedforyourneeds Livedemotailoredtoyourbusinessrequirements Nohighpressuresalespitch Hidden InterestedinFinancialReporting InterestedinBusinessAnalyticsandDashboards InterestedinDataWarehousing/BICubes InterestedinMultipleCompanies/DatabasesConsolidation InterestedinReportSharingand/orScheduling InterestedinPowerBI HiddenHowCanWeHelp?*--Select--SalesGenericPricingDemoDemoandPricingPurchaseFreeTrialFreeTrialRequestContactPartnershipRequestBusinessEmail* FirstName*LastName*PhoneNumber*CompanyName*WhatBestDescribesYou? ProspectiveCustomer CurrentCustomer Partner HiddenDoyouresellsoftware? Yes No JobTitleHiddenIndustryPrimaryFinancialSystem--SelectOne--DeltekEpicorInforJDEdwardsMicrosoftMRISoftwareNetSuiteOracleOtherSageSAPSYSPROViewpointFinancialSystemVersion--SelectOne--24SevenOfficeA+AAROAccountEdgeAccountingCSAccountmateAcumaticaAlereAnaplanApteanAssistASWAurora(Sys21)AxionAxisBAANBannerBlackbaudBlueLinkBookWorksBPCSCayentaCCHCDKGlobalCedAre-financialsCGIAdvantageClarusCMiCCMS(Solarsoft)CodaCoinsColleagueCPSICSCCorpTaxCustomCYMADACDataWarehouseDatatelDATEVDaviswareGlobalEdgeDaviswareS2KDeacomDeltekAjeraDeltekComputerEaseDeltekCostPointDeltekMaconomyDeltekVantagePointDeltekVisionDeltekVisionCloudDPNDynamics365BusinessCentralDynamics365FinanceandSupplyChainManagementDynamicsAXDynamicsCRMDynamicsGPDynamicsNAVDynamicsNAVC5DynamicsSLe5eCMSEden(TylerTech)EmphasysEntrataEpicorAvanteEpicorBisTrackEpicorCMSEpicorEnterpriseEpicorEpicorSLSEpicoriScalaEpicorKineticEpicorLumberTrackEpicorManage2000EpicorProphet21EpicorTroposEtailExpandableFAMISFamousSoftwareFernFinancialForceFireStreamFISFiServFlexiFortnoxFoundationFourthShiftFriedmanFullCircleGEMSHarrisData(AS/400)HCSHMSIBMCognosTM1IBSIBS-DWIn-HouseDevelopedIncodeINFINIUMInforCloudSuiteFinancialsInforDistributionSX.eInforLawsonInforM3InforSystem21InforSyteLineIQMSiSuiteJackHenryJenzabarJobBOSSJonasConstructionM1MacolaMACPACMade2ManageMAMMAMAutopartManmanMapicsMcLeodMEDITECHMFGProMicrosOperaMIPMitchellHumphreyMovexMRIMRICommercialManagementMRIFinancialsMRIHorizonMRIHorizonCREMRIQubeHorizonMRIResidentialManagementMSGovernMunis(TylerTech)NewWorldSystemsOnesiteOnestreamXFOpenSystemsOracleE-BusinessSuite(EBS)OracleEPMCloudOracleERPCloudOracleEssbaseOracleFinancialConsolidationandClose(FCCS)OracleFusionOracleHyperionEnterpriseOracleHyperionFinancialManagement(HFM)OracleHyperionPlanningOraclePeopleSoftOraclePlanningandBudgetingCloudService(PBCS)OracleTaxReportingPDIPentaPlexxisPowerOfficePRMSProContractorProLawQ360QADQlikSenseQuantumQubeHorizonQuickBooksDesktopPremierQuickBooksDesktopProQuickbooksEnterpriseQuickBooksOnlineQuorumRealPageRESTAPIRetalixRossSage100Sage100ContractorSage200Sage300Sage300CRE(Timberline)Sage500Sage50cloudAccountingSageAccPacSageAdonixTolasSageEstimatingSageIntacctSageIntacctBudgeting&PlanningSageMASSageX3SAPBPC(HANA,MSorNetweaver)SAPBusinessByDesignSAPBusinessOne(B1)SAPBusinessWarehouse(BW)SAPERPSAPERPCentralComponent(ECC)SAPS/4HANASmartStreamSpokaneSpringbrookSQLServerAnalysisServices(SSAS)StandaloneDBwithODBC/DSNconnectionStandaloneIBMDBStandaloneOracleDBStandaloneSQLDBSUNSunguardSunSystemsSys21SyteLineTAM(AppliedSystems)ThomsonReutersTaxTimberlineTIMELINETraverseTripleTexUnit4Unit4AgressoUnit4BusinessWorldUnit4CodaUSLFinancialsVadimVAI-System2000VantageVertexViewpointSpectrumViewpointVistaVismaWinshuttleWoltersKluwerCCHTagetikWorkDayXeroxLedgerXperiaYardiYardi-SaaSHiddenAreaofInterest--SelectOne--Budgeting&PlanningClose/ConsolidationDataAnalyticsDataIntegrationDisclosureManagementEquityManagementFinancialReportingLeaseAccountingOperationalReportingTaxReportingHiddenCurrentERPImplementationPartnerProductofInterest--SelectaProduct--Angles-AnglesforOracle-AnglesforSAP-AnglesMidMarketAtlasBizNetBizviewCalumoCertent-CertentDisclosureManagement-CertentDisclosureNet-CertentEquityManagementCXOEvent1SoftwareFastPostHubbleIDL-IDLCockpit-IDLDesigner-IDLForecast-IDLKonsis-IDLPublisherJet-JetAnalytics-JetBasics-JetReportsLogiAnalytics-Exago-Izenda-LogiComposer-LogiInfo-LogiReport-LogiSymphonyLongview-LongviewAnalytics-LongviewClose-LongviewPlan-LongviewTax-LongviewTransferPricingMekkoGraphicsSpreadsheetServerTidemarkViareport-ViareportConso&Report-ViareportLeaseWands-WandsforOracle-WandsforSAPHiddenSeniorityHiddenRoleCountry--Select--AfghanistanAlbaniaAlgeriaAmericanSamoaAndorraAngolaAntiguaandBarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosniaandHerzegovinaBotswanaBrazilBruneiBulgariaBurkinaFasoBurundiCambodiaCameroonCanadaCapeVerdeCaymanIslandsCentralAfricanRepublicChadChileChinaColombiaComorosCongo,DemocraticRepublicoftheCongo,RepublicoftheCostaRicaCroatiaCubaCuraçaoCyprusCzechRepublicDenmarkDjiboutiDominicaDominicanRepublicEcuadorEgyptElSalvadorEquatorialGuineaEritreaEstoniaEthiopiaFaroeIslandsFijiFinlandFranceFrenchPolynesiaGabonGambiaGeorgiaGermanyGhanaGreeceGreenlandGrenadaGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHongKongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgNorthMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshallIslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNewZealandNicaraguaNigerNigeriaNorthKoreaNorthernMarianaIslandsNorwayOmanPakistanPalauPalestine,StateofPanamaPapuaNewGuineaParaguayPeruPhilippinesPolandPortugalPuertoRicoQatarRomaniaRussiaRwandaSaintKittsandNevisSaintLuciaSaintVincentandtheGrenadinesSamoaSanMarinoSaoTomeandPrincipeSaudiArabiaSenegalSerbiaSeychellesSierraLeoneSingaporeSintMaartenSlovakiaSloveniaSolomonIslandsSomaliaSouthAfricaSouthKoreaSpainSriLankaSudanSudan,SouthSurinameSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidadandTobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnitedArabEmiratesUnitedKingdomUnitedStatesUruguayUzbekistanVanuatuVenezuelaVietnamVirginIslands,BritishVirginIslands,U.S.YemenZambiaZimbabweState/Province--SelectState--AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrictofColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNewHampshireNewJerseyNewMexicoNewYorkNorthCarolinaNorthDakotaOhioOklahomaOregonPennsylvaniaRhodeIslandSouthCarolinaSouthDakotaTennesseeTexasUtahVermontVirginiaWashingtonWestVirginiaWisconsinWyoming--SelectProvince--AlbertaBritishColumbiaManitobaNewBrunswickNewfoundlandandLabradorNovaScotiaNorthwestTerritoriesNunavutOntarioPrinceEdwardIslandQuebecSaskatchewanYukonHiddenComments Iagreetoreceivedigitalcommunicationsfrominsightsoftwarecontaining,news,productinformation,promotions,oreventinvitations.IunderstandthatIcanwithdrawmyconsentatanytime.PrivacyPolicy. HiddenHiddenFieldsHiddenReferralURLHiddenFirstClickURLHiddenPardotVisitorIDHiddenPartnerHiddenGoogleClientIDHiddenGoogleAdsClickIDHiddendataLayerFormTypeHiddenIsGoogleExperimentHiddenSalesforceCampaignHiddenChiliPiperProductLineHiddenChiliPiperCountryHiddenChiliPiperERPSystemHiddenChiliPiperStateHiddenChiliPiperERPVersionHiddenDemandBaseSIDCompanyTypeHiddenEmployeeCountHiddenAnnualRevenueHiddenAnnualRevenueBucketHidden3rdPartyCompanyNameHidden3rdPartyIndustryHidden3rdPartySubIndustryHidden3rdPartyEmployeeRangeHidden3rdPartyRevenueRangeHidden3rdPartyStreetAddressHidden3rdPartyDataSourceHidden3rdPartyCountryHidden3rdPartyPrimarySICHidden3rdPartyWatchListAccountTypeHidden3rdPartyWatchListAccountStatusHidden3rdPartyWatchListCampaignCodeHidden3rdPartyWatchListAccountOwnerHidden3rdPartyPrimaryNAICSHidden3rdPartyWebsite EmailThisfieldisforvalidationpurposesandshouldbeleftunchanged. Havingtrouble? Cookiesarerequiredtosubmitformsonthiswebsite. Enablecookies. Howinsightsoftwareisusingcookies. Stillexperiencinganissue?Pleasecontactourwebsiteadministrationteam. Δ RelatedResources Brochure Real-TimeReportingandUploadsforMicrosoftDynamicsInsideExcel Webinar Atlas101:AnIntroductiontoAtlas Budgeting&Planning 5ReasonstoGetSmartWhyBizviewforAtlas CustomerStory AtlasHelpsEquipmentRentalCompanyContinueTheirSpeedyServiceswhileMigratingtotheCloud GetaDemo GetPricing RequestPricing ScheduleaPersonalizedDemo