The Top BI360 Reporting Features for Microsoft Dynamics ERP

BI360 is a CPM solution with financial reporting, budgeting and forecasting, and dashboard modules that integrates with Dynamics ERP.

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    If you’re a Microsoft Dynamics veteran, then you know the history of the various financial reporting tools that have been available to Dynamics users. Take FRx, for example, which dates all the way back to 1991 and was actually quite popular. But be that as it may, it was discontinued in 2011 and replaced by Management Reporter (MR). Let’s just say that MR had its detractors.

    Then in 2016, Microsoft announced the end of feature development and support for the aging Management Reporter solution for Dynamics, leaving more than a few clients wondering what would come next.

    BI360 Reporting for Microsoft Dynamics ERP


    Solver’s BI360 suite is a complete Corporate Performance Management (CPM) solution with financial reporting and consolidations, budgeting and forecasting, and dashboard modules. This enterprise platform features a data warehouse to combine your data sources and empower all business users with self-service analytics critical to fast and efficient decision-making.

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    With its modern Web and Excel interfaces, BI360 gives your organization the ideal tools for better, faster, easier decision-making. Whether you choose to deploy on-premises or in the Cloud, everyone in your organization can collaborate and stay in the loop. It also integrates seamlessly with Dynamics GP, Dynamics SL, Dynamics NAV, and Dynamics 365.

    Key BI360 Reporting Features

    Whether in the office or working remotely, on-premises or in the Cloud, BI360 Reporting offers you robust, business-user friendly, financial and operational reporting. It’s an easy-to-use report writer with Excel, Web, and mobile interfaces. BI360 provides powerful financial and operational reporting capabilities in a variety of layouts and presentation formats.

    BI360 Reporting features include:

    • Excel design and Web delivery
    • Templated and user-defined reports
    • Financial statements, operational reports, and more
    • Workflow for month-end close and consolidations
    • Report books, archive, Microsoft Office documents
    • Allocations
    • Currency conversion
    • Unlimited organizational trees
    • Automatic and manual eliminations
    • IFRS/GAAP and other consolidation adjustment

    Consolidations, Eliminations, and Currency Conversion

    Consolidate any number of companies. Automatically or manually eliminate intercompany transactions. Currency convert your data. You can also apply IFRS to GAAP adjustments and any other consolidation-related rules, including minority ownership handling and allocations.

    BI Dashboards and Drag-and Drop Reports

    Whatever your role might be in your company, BI360 Dashboards deliver easy-to-understand insights into the health of your organization, enabling smarter real-time decisions and strategy.

    BI360 delivers professionally presented reports in Microsoft Excel, on the Web and mobile devices. Users can refresh reports on-demand and drill down to detail, eliminating the need to export and reformat reports, or the use of multiple report writers across your transaction system.

    Faster Decision Making through Collaborative Reporting

    BI360’s report writer offers groundbreaking, collaborative functionality, allowing managers to be alerted to any major discrepancies in real time. Users can quickly access and analyze reports that reveal business issues or business opportunities. They can also add questions or commentary directly within the reports to share new insights with other team members, wherever they reside.

    Now that you have an overview of the core BI360 features and insight into its reporting capabilities, be sure to tune into our next BI360 blog which will dive further into the budgeting and forecasting functionality.

    Meanwhile, if you have any questions about BI360, contact our consultant.

    Best Regards,

    Veronica Gasaway


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