Best Reporting Software for Microsoft Excel - Page 2

Transform your SQL data into a variety of formats, including dashboards, PDFs, and email reports that can be shared across platforms like Excel, Slack, and Google Docs. DataReportive serves as a comprehensive reporting solution tailored for your SQL databases, allowing you to generate insightful analytic reports for your organization or clients in just minutes. You have the flexibility to visualize your data in myriad ways, enabling you to craft stunning reports, emails, and dashboards that incorporate charts, maps, and descriptive text. With the ability to create fully HTML email analytics reports, you can easily communicate findings to both internal teams and external clients. Choose from our collection of pre-designed templates, utilize drag-and-drop components, or customize your reports by importing your unique HTML designs. DataReportive is equipped with all the essential features you need, including dashboard setup and user access management for data consumers. Schedule automated email reports to keep stakeholders informed and satisfied with data insights, and distribute reports seamlessly through platforms like Slack and Google Sheets/Docs. For those who may not be analysts, we ensure that they can easily access relevant reports and interact with filters. Tailor the DataReportive experience for non-creators, ensuring they have an intuitive and streamlined way to engage with your data.

TackleBox offers a seamless way to create automated PowerPoint presentations, dynamic dashboards, and insightful data analysis. Effortlessly embed Excel content into your PowerPoint slides and receive notifications when new information is available. With just a simple click, you can refresh your presentations, viewing the most recent updates from multiple Excel files simultaneously, all without needing to open them. It feels as though you possess x-ray vision for your Excel data. TackleBox integrates smoothly with your existing Office 365 folders and documents, requiring no downloads or installations, and eliminating the need for complex user manuals—simply log in and start using it. Focus on what you excel at: analyzing data, constructing models, and designing charts and tables. You can link files from any OneDrive folder directly into TackleBox, allowing you to continue your work seamlessly. TackleBox monitors file updates so you can stay focused on your tasks. Easily create PowerPoint slides and real-time dashboards by selecting the desired charts, tables, and cells, while your presentations automatically refresh in the background. This innovative approach not only saves you time but also enhances your productivity.

Seamlessly incorporate the metrics essential for your needs into your preferred data visualization, analytics, spreadsheet, and database applications! By bypassing tedious logins and the need for manual data gathering, you can save valuable time and avoid the expenses associated with custom development. Utilize a Power My Analytics data hub to streamline the automation of your desired metrics. With just a few clicks, this hub can connect to a variety of sources, enabling you to unify your marketing data into cohesive dashboards, reports, and sheets. Data empowers you, and with Power My Analytics as your reliable partner, you will have more opportunity to concentrate on your tasks while effortlessly generating the metrics necessary for producing insightful reports that are sure to impress your clients or superiors. Effortlessly gather information from over 35 widely-used marketing platforms, and integrate seamlessly with top-tier tools for data visualization, analytics, spreadsheets, and databases. Enjoy the efficiency of automating your data collection process and watch your productivity soar!

You can either capitalize on your current investments in Power BI or utilize it as an independent application to its fullest potential. Create visually appealing dashboards for your SharePoint users by integrating the report viewer web part into your pages, enabling them to collaborate with precise data. Additionally, these SharePoint dashboards are accessible through mobile browsers, allowing for on-the-go querying. You have the flexibility to save your reports in multiple formats such as Word, Excel, PDF, and PowerPoint. With the feature of scheduled delivery, you can receive vital reports directly in your email or have them published to a document library for easy redistribution. The system is compatible with Microsoft SSRS 2008R2 and later, facilitating a seamless migration of your existing reports. Furthermore, if you ever decide to transition from the BI Service, it ensures full compatibility with Microsoft's Power BI Report Server. Reports and dashboards can also dynamically filter content based on the identity of the current user or their location within SharePoint, enhancing the user experience. This adaptability makes Power BI an excellent tool for organizations looking to optimize their data reporting and visualization capabilities.

Pepito simplifies the management of work hours and vacation days, making the creation of duty rosters a straightforward process. This intelligent tool anticipates needs and accurately logs both absences and overtime, ensuring that time tracking is seamless. Upon request, pepito can manage the entire time recording process and presents all related information in a concise format. As a result, the right personnel are always scheduled for the appropriate times. Central to the tool's functionality is the planning of requirements and deployments, which is essential for ensuring all shifts and working time windows are effectively filled. Duty schedules are clearly visible to both planners and employees, with absences systematically recorded and actual working hours compared against planned ones. Relevant data for every employee is meticulously organized in a digital personnel file, which can be accessed by decision-makers whenever necessary. This repository includes applicant documents, qualifications, time-sensitive agreements, holiday entitlements, feedback from performance reviews, and various other essential records. Consequently, pepito not only enhances operational efficiency but also fosters better decision-making by providing reliable access to critical employee information.

Harness the synergy of automation paired with a personal touch to achieve comprehensive oversight of your data and gain insight into your operations. With Coupler.io, you can seamlessly access, comprehend, and act upon your data through a robust suite of tools and specialized services. Our offerings range from tailored integrations and insightful dashboards to streamlined workflows that enhance and automate everyday tasks, ensuring our data experts tailor solutions specifically for your business's growth. Coupler.io is meticulously crafted to meet all your data-related requirements, offering everything from dependable data automation solutions to exceptional data analytics services. With nearly 15 years of expertise in SaaS, workflow automation, and data analytics, Coupler.io stands as a trusted ally for your organization's success and progress. In an increasingly data-driven world, having the right partner can make all the difference in achieving your business objectives.

AnswerRocket, a U.S.-based software firm, has been at the forefront of search-driven data discovery analytics through natural language technology since its inception in 2013. Their innovative solutions equip businesses with the necessary intelligence and analytics to thrive in a data-centric market. With a sophisticated and expertly designed platform, they provide a comprehensive understanding of data analysis and distribution within an organization, ultimately granting companies a competitive edge. This distinct advantage empowers businesses to make informed decisions and stay ahead in today's fast-paced economy.

DBxtra offers a cloud-driven solution for business intelligence, reporting, and dashboards, enabling companies to develop and share interactive web reports and dashboards effortlessly. Users are not required to possess any SQL, programming, or web technology skills to effectively create, implement, and oversee ad-hoc reports using DBxtra. The platform comprehensively addresses all reporting requirements. Additionally, potential users can experience DBxtra through a complimentary 30-day trial. This allows businesses to explore its features and functionalities without any commitment.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and other management users.

Transferring data exports into Excel through manual copying and pasting is often a tedious, imprecise, and exasperating process. While spreadsheets serve well for presenting data, they are not built to handle the frequent updates necessary for hundreds of thousands of rows. Many business software solutions and reporting tools either lack essential features or are overly complex to use. The hidden costs associated with maintaining a manual workflow can far exceed the time lost in the process. With just a single click, you can streamline your operations without needing to export or navigate a complicated setup. We offer video tutorials for guidance, and if you're short on time, we can set everything up for you. You have the option to invite your colleagues to Wink or schedule automated reports to be sent to others. Hundreds of organizations have already made the transition to Wink—when will you join them? Wink is currently assisting teams similar to yours in increasing profitability by shedding light on previously hidden issues. Access live data, arrange scheduled emails, or export information in your preferred formats, all while enjoying comprehensive access control and security features. Not only does Wink enhance efficiency, but it also fosters better collaboration within your team.

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.

bluQube accounting software gives mid-sized businesses the tools and insights they need to succeed. The right software will allow your finance team to focus on the important things, such as strategy and bottom line. We do things differently to deliver real, tangible benefits to our customers. We're an Oracle Gold partner that delivers True Cloud Accounting, fixed-cost implementations, real-time reporting, full UK support and software that integrates with anything!

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

The Excel-to-Word Document Automation Add-in streamlines the process of transferring Excel content into Word and PowerPoint files, allowing for the effortless integration of various types of content such as text, lists, tables, images, and charts. Users can easily establish connections to this "dynamic" content for updating purposes. This enables the modification of both new and existing Word or PowerPoint documents with data sourced from any Excel workbook, regardless of whether it is newly created or already in use. It is particularly useful for generating recurring reports and personalized documents that require frequent updates. Moreover, users can utilize their workbooks and documents as templates, as any Word or PowerPoint file linked to the workbook through the core add-in can serve as a template. The add-in simplifies the processes of linking, testing, uploading, and managing document templates alongside related Excel-based resources, ensuring efficient document management and content updates across various platforms. This automation tool significantly enhances productivity by reducing manual effort and error in document creation and updates.

Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.

Elevate your digital marketing analytics like never before. Are you tired of the tedious task of pulling together data from various advertising platforms? We've got the solution for you. Designed by marketing professionals who sought an improved alternative to current offerings, our tool eliminates the hassle of managing intricate queries in spreadsheets. With our real-time synchronization, your reports are perpetually current. Consolidate your data within Calypsus and seamlessly export it to your preferred applications. Our team of genuine digital marketing specialists is here to address all your inquiries. Effortlessly integrate your favorite online advertising platforms, including Facebook, Instagram, YouTube, Google Ads, Google Analytics, and LinkedIn, with just a single click. Combine platform-specific advertising metrics, such as expenditure data, with any metric from Google Analytics to achieve the comprehensive closed-loop reporting you've always dreamed of. You can categorize your data across various channels by dimensions such as country, customer segment, marketing campaign, or profit margin. We will present this information through detailed reports and visualizations, making it easier for you to understand and act on your marketing performance. Experience the power of streamlined data analysis and take your marketing strategies to new heights.

No per-connection charges for setting up all the automated connections that you need. No per-connection fees for all the automated connections that you need. No technical expertise is required to set up and scale your cloud data warehouse or processing operations. Conversionomics allows you to make mistakes and ask hard questions about your data. You have the power to do whatever you want with your data. Conversionomics creates complex SQL to combine source data with lookups and table relationships. You can use preset joins and common SQL, or create your own SQL to customize your query. Conversionomics is a data aggregation tool with a simple interface that makes it quick and easy to create data API sources. You can create interactive dashboards and reports from these sources using our templates and your favorite data visualization tools.

You can easily create both the current reports and a new format without any issues. The process of developing reports is straightforward, thanks to the ability to utilize Excel within your existing PC setup. This eliminates the need to remember design tools or outsource design work, ultimately saving both time and money. With over 200 available templates, starting from scratch is unnecessary. Additionally, you can convert files into PDF and Excel formats, turning physical reports into electronic versions. Sharing report data across various platforms is also a breeze. Moreover, making corrections and revisions post-output is simple and efficient. You have the option to print, set allocations, and configure security settings for PDF files, as well as perform pivot analysis on Excel documents. This flexibility allows for effective use in a variety of business situations. Furthermore, if Fleekform collaborates with Fleekdrive, it can enhance the management and storage of generated reports significantly. By designating Fleekdrive as the storage location for report outputs, you can facilitate report sharing, streamline workflows, and automate processes effectively. This integration not only improves efficiency but also ensures that all reports are easily accessible and organized.

Business leaders can now easily collaborate with engineers, even if they have reservations about Jira tickets. Provide customers with a seamless overview of your team's progress to prevent overwhelming them with numerous tickets. Instead, offer a concise list of Jira issues in Confluence. Whenever an inquiry about the project's status arises, just click "refresh" to update the snapshot and send over your report. With everyone literally aligned, you can devote less energy to explaining tickets and more to facilitating discussions between the business and engineering teams. By taking a one-click snapshot, you can deliver a neat summary of your team's activities. Stakeholders will appreciate that they no longer need to sift through hours of PDFs you pieced together; instead, they can quickly compare time-stamped snapshots to observe changes. This efficient process enables them to review the report in a matter of minutes, allowing you to refocus on excelling in your current sprint while ensuring effective communication across teams. Ultimately, this streamlined approach fosters transparency and enhances teamwork.

Better Reports provides immediate access to your information, enabling you to make more informed choices. You can select from a vast array of built-in reports and metrics tailored for each connector. Dive deeper into your data by crafting personalized reports with pivot tables or engaging visual charts. Set up automated schedules for daily, weekly, or monthly report deliveries straight to your inbox or Google Sheets. You can segment and filter using any field, as each connector leverages all available APIs to display every entity and field. The BRQL syntax has been specifically crafted for optimal reporting and analytics. Once you create your custom metrics, you can effortlessly reuse them across various reports. Additionally, you can establish distinct spaces for each team, while implementing detailed permissions for every member, ensuring everyone has the right access. This comprehensive approach guarantees that your reporting needs are met while fostering collaboration among different teams.

AlphaSheet transforms MS-Excel and Google Sheets into dynamic dashboards by enabling seamless integration with virtually any data source. Instead of manually downloading and compiling data from multiple applications like QuickBooks, Tally, or social media platforms, users connect their spreadsheets to live data feeds just once. With one-click refresh, hundreds of metrics and reports update instantly, streamlining business intelligence workflows. The platform empowers users to build advanced formulas, pivot tables, and charts fueled by real-time data, improving decision-making and collaboration. AlphaSheet offers strong security measures to protect sensitive information and provides around-the-clock customer support. Ideal for individual users, developers, and SaaS companies, it also offers white-label and dedicated deployment options. The solution is designed to reduce repetitive tasks and unify disparate data into a single, actionable view. Over 5,000 data enthusiasts rely on AlphaSheet to boost efficiency and insight.

Global Software's Spreadsheet Server is a robust reporting solution that integrates seamlessly with Excel, enabling businesses to enhance their accounting and reporting processes by directly linking their ERP data within the application. This innovative approach eliminates the need for manual data entry or the cumbersome task of extracting data back into Excel, allowing users to effortlessly access real-time ERP information, create reports instantly, and automatically distribute reports and other documents to their teams. With a client base exceeding 4,500 organizations globally, Spreadsheet Server is compatible with major ERP systems, including Oracle, Infor, Netsuite ERP, and SAP, making it a versatile tool for various business needs. As companies continue to seek efficiency in reporting, the ability to leverage live data directly in Excel becomes increasingly invaluable.

CCH Tagetik Corporate Performance Management software is trusted by companies to save time, reduce costs, and reduce risk. Connect data, processes, and people with one trusted source to get a quicker close and more forward-looking planning. CCH Tagetik Finance Transformation Platform powered by the Analytic Information Hub is the unified platform that connects finance & operations and streamlines consolidation & close planning, reporting & analysis, disclosures, and compliance.

SQL-RD is an automated tool that allows you to select, format, schedule, and deliver business intelligence reports. SQL-RD is suitable for large and mid-sized businesses that need to automate Microsoft SQL Server Reporting Services reports (SSRS). It can be set up free of charge. Users can send reports to Printers, Faxes, Folders, FTP, Dropbox and SharePoint in a variety of formats. It also features event-triggers, date & time scheduling, dynamic & data driven automation, pre- and post delivery workflows.

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions