insightsoftware Solutions
for Microsoft Dynamics

Dynamic Reporting Right from Excel

If you dread financial and operational reporting, you’re not alone. Manually exporting data from your ERP into
Excel is inefficient and time-consuming, not to mention prone to errors. Chances are your ERP doesn’t talk to
your other databases, which makes it hard to coordinate reporting across multiple systems. So you’re
relegated to manually stitching data dumps together in Excel. This is time-consuming and frustrating, and
means critical reporting tasks are then fraught with issues such as:

  • Lengthy financial close processes
  • No single source of truth for reporting
  • Lack of data integrity
  • Time-consuming, manual data exports and manipulation
  • Long-winded processes to integrate ERP data with other data sources
  • Heavy reliance on IT to produce the results you need

Request Pricing

Add the power of customized reporting, planning, and analytics to Microsoft Dynamics

Spreadsheet Server puts an end to tedious, error-prone, and manual reporting processes while still letting you work in the environment you’re most comfortable: Microsoft Excel. Connect to Microsoft Dynamics with real-time data to ensure your entire organization has a clear and accurate view of exactly what is going on in finance and operations.

With Atlas for Dynamics, users have one platform that will consolidate data from Microsoft Dynamics AX/365 and other key business systems into a single report. Cutting-edge integration features enable you to design, build, and share real-time reports in Excel spreadsheets and other Office documents and then visualize the data using Power BI or customizable Atlas dashboards.

Instant auditability
A direct link to Dynamics data creates a more intuitive and secure auditing process.
Embed business data in Office documents
Insert live data from Microsoft Dynamics AX/365 and other business systems into any Microsoft Office document.
Answer all your questions
Full drill-down capability from summary to transaction inside Excel so you can identify and resolve issues.
Bring all your data into focus
Create custom queries from any relational database within Excel.
Eliminate IT dependency
Designed for everyday Excel users; you won’t need IT or super users to create or update.
Support all your reporting needs
Build a range of reports from simple ad hoc workbooks to complex dashboard views of critical business data.

Steve Dickson
IT Manager
Albi Imports

Atlas enables us to access our Dynamics database in both directions. We use it a lot for data improvement/uploading as well as reporting. Atlas has worked virtually flawlessly since we installed it.”

Want immediate answers to your Microsoft Dynamics data questions from inside Excel?

Schedule a free demo