Reporting

FRx Financial Reporting

FRx for Microsoft Dynamics GP (Great Plains) is a comprehensive financial reporting and analysis application that allows you to streamline your financial reporting and analysis process in order to enhance profitability, gain insight into business performance, and take quick action. FRx supplements your Dynamics GP enterprise resource planning (ERP) solution to leverage information and deliver accurate, timely, and comprehensive reports in presentation quality formats.

With little or no IT involvement, employees can access real-time data and build, format, and distribute easy-to-understand reports that aggregate data from across the organization and provide deep visibility into your company’s financial environment. FRx can help you increase productivity and effectiveness by giving people the information they need to monitor performance, close the books quickly, meet compliance deadlines, and make confident decisions. FRx includes several capabilities:

Improved Data Integrity

Dynamics retrieves real-time information directly from the General Ledger to increase productivity, monitor performance, close the books quickly and make confident decisions. This allows you to gain control over budgeting and planning through budget versus actual data comparisons

Flexible and User-Friendly

Because FRx uses a familiar spreadsheet interface, it minimizes user training, IT involvement and time required to create reports. This flexible report design eliminates the need to hard-code dates or amounts, therefore the reports rarely need to be modified.

FRx also provides a hierarchal representation of your organization through various views including multiple company consolidation and Chart of Accounts structure separation which allows users to view reports by companies, locations, departments, etc.

Top-down or Bottom-up Analysis

You can easily consolidate or roll up information from multiple sources, including multiple companies and currencies. Data can be analyzed from summary levels to transaction details with the FRx Drill Down Viewer. This tool provides the ability to view transaction level detail including source document data from summary level information when needed.

Automated Secure Report Production and Distribution

Distribution/publication of FRx reports is easy, secure and efficient with multiple output options available such as Microsoft Excel, FRx Drill Down Viewer, and electronic distribution including chaining, e-mail and secure web publishing. Reports can be exported into other formats, including PivotTable views in Excel and OLAP (online analytical processing) cubes

Role Tailored security settings allow only viewers with appropriate permissions to access sensitive business information at the report or hierarchy level

Microsoft SQL Server Reporting Services

Crestwood leverages Microsoft SQL Server Reporting Services (SRS) to develop operational reports for use with Microsoft Dynamics GP, Dynamics CRM and/or other business applications. SRS is an extremely powerful, browser-based reporting tool that ships with Microsoft SQL Server licensing and can be used to construct reports that pull data from multiple data sources. Utilizing SRS for operational reporting leverages the Microsoft licensing already in place for Dynamics GP and Dynamics CRM. This provides a lower Total Cost of Ownership vs. having to purchase separate Crystal Reports licensing.

SQL Reporting Services reports are developed utilizing Microsoft Visual Studio and are delivered to users via a web browser. Users can drill down into the underlying report detail via SRS and report data can be easily exported by the user to Excel or Adobe PDF file formats. SRS also provides a robust security model so that only authorized users have access to the reports. The SRS report internal website can also be incorporated into a Microsoft SharePoint deployment in order to provide users access to critical business data in one location.

Contact Crestwood Associates, your Chicago, Illinois, Wisconsin and Indiana source for Microsoft Dynamics GP and Dynamics CRM reporting and financial analysis.