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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

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

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