Reporting Tools

By Michele Brown posted 4 days ago

  
​We are preparing to upgrade from GP2013 R2 to GP2016R2 and would like to take better advantage of our reporting tools. We have both Power BI and Management Reporter and would like to know which of these tools works better for budget reporting and which for financial reporting. Any insights or user thoughts would be appreciated.

Thank you!

Michele
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14 hours ago

Hi Michele.
Management Reporter does not have budgeting features.  It can read your budget data from GP in order to generate budget to actual reports.  It has no features to help users create a new budget.  The same is true of Power BI.

The budgeting tool that's included with GP is Forecaster.  It has a steep learning curve and an end-of-product-life schedule in place so you may want to look at ISV products.  These may include Dynamic Budgets, Budget Maestro, F9, BI360 and Full Circle Budget to name a few.

It's important to define your requirements up front.  Do you want cloud or premises? How complcated are your monthly and annual allocations?  Do you want approval workflow?  What applications need to feed data to your budget and can they be easily integrated?  Your partner can help you with this process and with arranging demos of the solutions that may fit your needs.  Good luck.