Business intelligence and reporting with Microsoft Dynamics NAV

Getting the information you need when you need it

For most companies, their ERP software holds volumes of information that can help them make better long-term (strategic), short-term (tactical), and daily (operational) decisions. The problem is that often the data is hard to retrieve or the reporting capability of the ERP software is inadequate.

Microsoft Dynamics NAV provides an open platform that makes the data much more accessible to the user than many other ERP platforms – and more useful to the enterprise.

Business Intelligence is the process of collecting, organizing, and analyzing data and turning it into useful and actionable information. With business intelligence, companies have greater insight into their organization, yielding new opportunities, corrections to existing procedures or processes, competitive advantages, and more, including:

  • Identify top-selling products by region, store, or sales person
  • Identify trends, both good and bad, early on
  • Generate ad-hoc financial reports
  • Track competitors in your area
  • Compare information about customers, products, prices, and costs over time

Whether you are looking for a simple report to make decisions on daily operations, or you need a comprehensive analysis of making a strategic move into a new market, Dynamics NAV is capable of delivering precisely the data you need.

Reporting options

Reporting capabilities within Dynamics NAV range from simple to sophisticated, and additional reporting capabilities can be added to give you actionable information in the formats you can use.

Having trouble understanding business intelligence? Read our white paper, An Introduction to Business Intelligence Concepts.

Two of the reporting options included as part of Dynamics NAV are Jet Express from Jet Reports and SQL Server Reporting Services from Microsoft.

Jet Express provides a simple but powerful way to access information from your Dynamics NAV database within Excel, great for financial, budget, and operational reporting.

SQL Server Reporting Services (SSRS) provides the tools to deliver comprehensive reports from a variety of data sources. Reports can be viewed via the Web or SharePoint site or exported to applications such as Excel, so everything can be accessed through Dynamics NAV and Office. SSRS provides sophisticated tools for in-depth data analysis and business intelligence.

These reporting tools can be complemented by third-party software to help you create, format, and use the reporting available from your Dynamics NAV software.

To be useful, business intelligence needs to provide enough information in a format easily understood by the stakeholders and easily accessible when needed.

ArcherPoint can help you in selecting the best reporting option for your business intelligence needs and optimize your site configuration to be able to quickly access the data key to your decision-making.

We start by asking, What decision are you trying make? What specific data will you need for the report? How will these reports be distributed?

Extend your Dynamics NAV software

ArcherPoint works closely with proven solution providers to extend the value of your Dynamics NAV business intelligence and reporting solution:

  • BI4Dynamics – Data Warehouse driven Business Intelligence for Microsoft Dynamics NAV including powerful OLAP cubes with rich KPIs and prebuilt reports for easier start.
  • Jet Reports – Powerful reporting solutions for creating, reporting, scheduling, and automatic distribution in an easy-to-use Excel environment.
  • Precision Point – PrecisionPoint is a fully integrated and reconciled data warehouse designed for multi-dimensional reporting and analysis.