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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
OfficeReports is a powerful suite of Microsoft Office add-ins that enables market researchers and data professionals to analyze survey data and generate fully automated reports—directly within Excel and PowerPoint. By embedding advanced analytics and reporting capabilities inside the tools users already rely on, OfficeReports eliminates the need for manual copy-paste, external scripting, and disconnected workflows.
The suite includes three tightly integrated tools:
Calculo: Perform advanced cross-tabulations, apply filters, weighting, and run statistical significance tests (Z-tests, T-tests) from raw survey data (.sav, .csv, or Excel). Built for Excel, Calculo gives researchers full analytical power within a familiar interface.
Presento: Automatically generate branded PowerPoint slides from structured crosstab data. Presento supports dynamic resizing of tables and charts, uses icons to visualize significance, and can replace text labels with brand logos—ensuring cleaner, more intuitive presentations.
Intelligo: Combines Calculo and Presento into one seamless solution for recurring and high-volume survey reporting. Build your reports using preliminary data, then update all charts and tables with one click when final data becomes available—ideal for tracking studies and syndicated research.
OfficeReports supports integration with SPSS, SurveyMonkey, Qualtrics, Alchemer, and more, making it a scalable, accurate, and efficient reporting platform for insights-driven teams in over 30 countries. It’s designed to reduce effort, eliminate human error, and increase time-to-insight—without ever leaving Office.
API Access
Has API
API Access
Has API
Integrations
BMI SupplyAutomate
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
SurveyMonkey Enterprise
Integrations
BMI SupplyAutomate
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
SurveyMonkey Enterprise
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$108 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
insightsoftware
Founded
2018
Country
United States
Website
www.globesoftware.com
Vendor Details
Company Name
OfficeReports
Website
www.officereports.com
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
