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
Create personalized dashboards and reports tailored for Asana to enhance and evaluate your company's workflows. Organize both custom and predefined reports within adaptable dashboards that suit your needs. Utilize a robust report builder to design any report you envision, selecting from a variety of insights we offer. Seamlessly link your Asana data to platforms like Google Sheets, Power BI, and more for enhanced functionality. Achieve real-time synchronization of your Asana data across these tools, allowing for instant updates. Leverage your preferred reporting software to produce any type of report or to combine Asana data with other business metrics. Generate real-time CSV files that can be shared or utilized with custom scripts for further analysis. Monitor the time allocated by your team or contractors effectively. Capitalize on Asana's custom fields to craft highly specialized time tracking solutions that meet your unique requirements. Use advanced reporting features to formulate the precise report you need for your operations. Share these reports with your team through various channels, including email, CSV, Excel, private URLs, HTML embeds, TV displays, and more, fostering collaboration and transparency. This comprehensive approach ensures that you not only track performance but also continuously refine your processes for better outcomes.
API Access
Has API
API Access
Has API
Integrations
Asana
BMI SupplyAutomate
CallTools
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Scroll Versions
Integrations
Asana
BMI SupplyAutomate
CallTools
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Scroll Versions
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15.00 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
Velocity
Founded
2016
Country
United States
Website
www.getvelocity.co
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