The NAV Reports You Have Been Waiting For

Pivotier Express Plus delivers pre-defined report content using both Pivotier BIZ and Pivotier IT to replace and enhance the base reporting capabilities of Microsoft Dynamics NAV.  These reports use rich data visualization techniques and also use the Pivotier G/L Account Categories to improve the accuracy of sub-ledger reports by sourcing data from the general ledger.  Basic financial reports can be generated as soon as the chart of accounts setup is complete, thus providing true "out-of-the-box" financials.

Download the complete Sample Report pack now. You will see how the latest Microsoft technologies have been combined with reporting innovations to create a new standard for Microsoft Dynamics NAV reports.

Some Customer Favorites:

The Customer by Salesperson comparative report provides 100% accurate revenue numbers as all amounts are sourced from the General Ledger and not the Customer Ledger which does not show revenue amounts.	The Cash Flow report is generated as soon as the chart of accounts is tied to G/L Account Categories and is therefore 100% "out-of-the-box".	The Detail Trial Balance report included Fully Qualified Accounts (G/L Account plus Global Dimensions) and also provides monthly sub-totals.
The Cash Projection report can be run on a monthly or daily basis and shows projected cash balances based on customer collections and anticipated vendor payments.	The Sales Dashboard is produced entirely using Pivotier BIZ as an example of a dashboard which business users can create themselves without any programming expertise.	The Income Statement by Month is a trend report showing amounts by month within a company's fiscal year.
See the complete Report Sample Package here

Reporting Innovations

Pivotier Express Plus adds some innovations to NAV to improve reporting accuracy and value:

1. G/L Account Categories - The Dynamics NAV chart of accounts is extremely flexible, but has always lacked the ability to accurately prescribe the behavior and purpose of an individual account. In addition, the ordering of the account numbering scheme does not always fit the order in which financial reports need to be viewed. Pivotier adds the G/L Account Category table to the G/L Account definition to allow users to both specify the row layouts for common reports such as Balance Sheet, Income Statement and Cash Flow Statement, as well as a Category Type field which internally defines the accounting purpose for an account.
   
2. Unposted Dimension Values - Transactions are often posted without a dimension value.  Pivotier reports such as Balances by Dimension automatically alias these entries to the value “NONE” so that dimensional reports show all data.
3. Fully Qualified Accounts (FQA) - Global dimensions are a vital component of the Dynamics NAV general ledger.  Pivotier adds support for FQA reporting in the Detail Trial Balance Report where the combination of G/L Account and Global Dimensions is used to organize the account detail information

Latest and Greatest Microsoft Tools and Technologies

Pivotier continues to use the very latest Microsoft reporting tools and technologies such as:

1. Report Definition Language (RDL) – using the very newest 2008 and 2010 specifications
2. Microsoft Report Viewer 2012 – for maximum compatibility with Microsoft’s latest RDL and development tools
3. SQL Server Business Intelligence Development Studio (SSBIDS) – aka Visual Studio Report Designer to ensure that your NAV developers use the newest and latest reporting tools from Microsoft
4. SQL Server Reporting Services (SSRS) – Pivotier uses true RDL versus the lighter RDLC used by base NAV to ensure that your reports can be deployed and scheduled using SSRS in a web browser with Pivotier WEB.

New Report Styles Set a New Standard for NAV Reports

Reports were designed based on decades of ERP experience plus an evaluation of competing products.  Pivotier uses the following standardized report formats for producing new reports:

1. Dashboards – reports which consist of multiple charts and gauges to highlight key numbers.
2. Trend – reports which create columnar content by day, month or year.
3. Comparative – reports which compare current period information to the prior year with variances.
4. Matrix – reports which produce dynamic columns for periods or dimensions.
5. Listing – simple listing reports with enhanced functionality for sorting and publishing.
6. Specific – reports which are improved by a unique layout to improve readability.