As a finance team member, it’s likely your main goals are to reduce risk, improve profitability, and maintain exceptional levels of compliance. To achieve success, you need direct access to accurate data from your ERP and the ability to quickly create drillable Excel reports for GL and other finance requirements. Many finance teams rely on their ERP’s native reporting for this.

Let’s be real – client reporting often feels like the marketing world’s equivalent of doing taxes—tedious, time-consuming, and to be honest, not the reason you got into this field. Adding to the frustration is the fact that, more often than not, many clients don’t even understand their reports. That’s why marketers often talk about how reporting feels like a necessary evil. But what if we looked at reporting as a tool for client retention?

For many Microsoft Dynamics NAV users, migrating to Dynamics 365 Business Central (BC) is a daunting prospect. It’s often perceived as a time-consuming and expensive process that disrupts day-to-day operations. However, delaying the migration is no longer an option. Microsoft discontinued development of NAV in 2018, and mainstream support ended in 2023. Extended support is limited, and without a timely upgrade, you risk losing functionality and performance.

Financial and operational reporting for NetSuite can be a challenge. As is the case with many ERP systems, NetSuite’s reporting capabilities tend to be somewhat restrictive. It can be difficult to pull information from multiple NetSuite modules into a single, cohesive report. In other instances, information for which there ought to be a fairly straightforward reporting process turns out to be inaccessible.