Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.
Description
KPImailer, a standalone app, integrates with your company's BI to allow you to expand reporting across your company and beyond. Automate alerts and reports in minutes, and delight those who rely on your insight! KPImailer allows you to create recurring reports, alerts, and minutes. After a few setups, everything runs automatically and sends recurring emails with the latest information everyone needs.
In just a few steps, you can create, schedule, and send the perfect report for any use. KPImailer automatically refreshes and filters the data and sends it to the correct people at the right time.
Personalize your email with text, images, Xls/CSV file, and export to SQL data from your dashboards. You can opt to be notified about system and business measures. Stop wasting time on manual tasks that don't add value.
Automate your alerts and reports by exception. All in just a few minutes
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
Qlik Sense
No
Integrations
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft Power BI
No
Qlik Sense
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
2,400 €/ year/license
Unlimited reports, Alerts & Recipients
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
insightsoftware
Founded
2018
Country
United States
Website
www.globesoftware.com
Vendor Details
Company Name
Relevance Management
Country
Romania
Website
kpimailer.app
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
Yes
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No
Product Features
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes