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What is Document Creator?

Effortlessly tailor report formats, translate titles, and expand data sets for your layouts using Document Creator, an essential add-on for designing reports in Microsoft Dynamics 365 Business Central. This powerful tool simplifies the process of editing report layouts, dramatically decreasing the time needed for development. Even individuals lacking technical skills can easily adapt report layouts due to its intuitive design interface and the clear distinction between code and layout elements. Document Creator includes a simple standalone report designer that utilizes reliable technology, which has been in use since 1998 and is trusted by over 20,000 users across more than 50 countries. Furthermore, it is packed with various enhancements aimed at ensuring a smooth and efficient report development journey for Dynamics 365 Business Central users. As a result, this makes it a perfect choice for businesses eager to enhance their reporting capabilities and streamline their workflow. By integrating this tool, organizations can achieve more effective and visually appealing reports with minimal effort.

What is Atlas?

Utilizing operational reporting, data uploads, and task automation within Microsoft Dynamics through Excel can greatly improve efficiency. Manual tasks like bulk data uploads, report distribution, and repeated data entry into Microsoft Dynamics can be time-consuming, error-prone, and overly burdensome for the finance team each month. The labor-intensive nature of identifying and resolving reconciliation discrepancies can exacerbate issues with data integrity. Furthermore, a lack of clear visibility into your ERP and other data sources complicates the understanding of your overall financial status and can hinder the timely completion of monthly closings. The default reporting tools provided with Microsoft Dynamics often require significant IT team resources, leading to delays in generating reports and creating operational bottlenecks. However, with the use of Atlas, you gain the ability to effortlessly create and share real-time reports without relying on IT, as it seamlessly integrates live data from Microsoft Dynamics along with various other sources. This transformative solution not only simplifies the reporting process but also fosters better collaboration within your finance team, ultimately contributing to more informed and strategic decision-making. As a result, organizations can achieve a higher level of operational efficiency and financial accuracy.

Media

Media

Integrations Supported

BMI SupplyAutomate
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Power BI

Integrations Supported

BMI SupplyAutomate
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Power BI

API Availability

Has API

API Availability

Has API

Pricing Information

$595.00/one-time
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Apportunix

Company Location

The Netherlands

Company Website

apportunix.com/app/document-creator/

Company Facts

Organization Name

insightsoftware

Date Founded

2018

Company Location

United States

Company Website

www.globesoftware.com

Categories and 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

Categories and 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

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insightsoftware