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ActivReporter

by AccountingWare · Since 1977
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorAccountingWare
Year launched1977
StatusActive
Location909 N. Sepulveda Blvd., Suite 560, El Segundo, CA 90245
Countries servedGlobal
Languages12
Integrations
Free tier
Free trial
Contact salesYES

About ActivReporter

ActivReporter is a reporting software from AccountingWare that provides customizable ERP and Enterprise Accounting solutions for growing businesses. It combines visibility into financial data, flexibility, and multi-dimensional financials and reporting so users can take back control of their business. With ActivReporter, businesses can tailor their financial reporting to meet specific needs, and gain insights into their financial performance. The platform allows for the creation of comprehensive reports that facilitate better decision-making and financial management. Key capabilities: customizable dashboards multi-dimensional reporting flexible data analysis comprehensive financial insights user-friendly interface Best for: growing businesses that need better control over their financial data.

ActivReporter by Accountingware is a comprehensive financial reporting software designed to streamline accounting workflows and enhance decision-making through accurate, timely financial data. Its primary purpose is to provide businesses with detailed reporting, audit support, and analytics capabilities that simplify the preparation of financial statements and regulatory reports. Key features include automated report generation, drill-down transaction analysis, real-time data access, and customizable dashboards, all of which enable finance teams to monitor organizational performance effectively and maintain compliance with accounting standards. The user interface of ActivReporter is structured to balance functionality with ease of use. The dashboard layout provides a clear overview of key financial metrics, while navigation menus allow users to quickly access reporting modules, analysis tools, and configuration settings. Unique design elements, such as contextual drill-down links and customizable report templates, allow users to focus on the most relevant information without navigating through multiple screens, making the interface intuitive even for non-technical staff. Functionally, ActivReporter excels in generating detailed financial statements, variance analyses, and management reports.

Pros & Cons

What users like
  • +It uses familiar Excel functionality for report design, reducing the learning curve significantly.
  • +Offers real-time data analysis with lightning-fast rendering of data, eliminating the report generation phase.
  • +The software provides deep data access via drilldown to detail and drillback to the Dynamics GP source document.
  • +It is a budget-friendly alternative and direct replacement for Management Reporter and FRx.
  • +You can easily consolidate reports from multiple Dynamics GP databases and produce accurate financials before year-end closing.
What users flag
  • Advanced automation features like scheduled emailing may require extra scripting and assistance from partners.
  • There is an initial learning curve required to fully utilize the system's functions and capabilities.
  • The average method for multicurrency translation is not currently supported, though historical methods are.
  • The product is a financial reporting tool only and does not facilitate the preparation of budgets itself.
  • Users must have Microsoft Excel installed to design and view the native financial reports.

Features

Key features

• Excel-Based Reporting
Create all financial reports directly in native Microsoft Excel, leveraging familiar Excel functionality.
• Complete Drilldown and Drillback
Easily drill down to the underlying transaction detail and drill back directly into the source document in Dynamics GP.
• Activ Trial Balance
Provides a real-time, instantly viewable trial balance with drilldown and drillback capabilities for enhanced daily activity and auditing.
• Superfast Data Visualization
Displays data in a SmartList-like format, rendering over 50,000 detail records per second for quick, real-time filtering and viewing.
• Budget-Friendly Replacement
Serves as a more affordable, straightforward, and quicker alternative to Management Reporter or FRx.
• Enhanced Tree Reporting (G2)
Allows users to mix and match any set of reports into a single Excel workbook with multiple color-coded tabs.

Additional features

• Synchronization Technology (G2)
Features improved synchronization technologies and recovery mechanisms for data viewing.
• Email Reports (G2)
Allows for emailing any set of reports to stakeholders with a single click.
• Summary Spreadsheets (G2)
Show both detail and a summary worksheet tab for multiple business units reporting in Excel.
• Column Filters (G2)
Use filters within a column on any HD pane to limit the data being shown.
• JavaScript (G2)
Use JavaScript for various automation scenarios.
• Directly Assign Rollups (G2)
Directly assign multiple rollups to accounts or account segments, which is an alternative to rules-based assignments.
• Very Fast Performance
The overall system is described as being very fast.
• Store Excel Designs in Database
Excel financial designs are stored in the database with full security and version recall.
• Define Calendars
Users can define custom reporting periods in addition to the Dynamics GP fiscal calendar.
• Multiple Budgets
Supports having multiple budgets in a single year on any financial design.
• Full Security Model
Utilizes a full security model with user authentication via Active Directory.
• No "Report Generation" Phase
Reports are available immediately without a lengthy generation process.
• Multicurrency Support
Includes support for multicurrency transactions.
• Ad Hoc Spreadsheet Reporting
Supports creating reports on demand using spreadsheets.
• Excel Functions for Data Extraction
Includes more than 50 Excel functions to extract financial data, descriptions, and company information from the Dynamics GP database.
• Power BI Support
Includes an OData feed to support Power BI integration.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
12
Interface languages
13
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchDanishSwedishNorwegianFinnishRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇲🇽MXN🇸🇬SGD🇧🇷BRL🇨🇭CHF

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