Dynamics NAV Reporting

Self-Service Reporting

Empower users to answer their own data questions and report across their Dynamics NAV data without calling a developer. ​

eOne’s Popdock provides the power to search, create advanced queries, and create Dynamics 365 reports that help accountants and the rest of your team be more efficient at their jobs. ​

• Connect to all of your Dynamics NAV web services to create standard and custom lists.​
• Join and report on Dynamics NAV data together with data from other apps.​
• Add calculations and restrictions to your lists.​
• Search and use advanced filtering. ​
• Group and subgroup to see totals and subtotals by category. ​
• Use multi-company reporting across your lists.​
• Save Favorites and share them with other users.​
• Use actions to do things like open records, see related details, or run processes.
• ​Export Dynamics NAV reports to Microsoft Excel or PDF.

Embedded Reporting

Allow users to get to their data and insights faster by embedding Dynamics NAV reporting in your apps.  ​

• Create and access reports with Dynamics NAV data, historical data, and data from other apps.​
• Utilize all the self-service reporting options.​
• Enjoy a no-code setup experience to embed reporting on records with parameters.  For example, embed transactions from Dynamics NAV that are filtered by customer ID (for each customer) on accounts in your CRM or helpdesk.

Cross-App Reporting

Combine Dynamics 365 NAV data and data from other applications with Custom Lists.​

If you’re familiar with creating SQL queries of on-premise data, you’ll be relieved to learn that it’s now possible across all your cloud and on-premise apps. ​

Without writing a single line of code, Popdock makes it possible to:​

• Join data from multiple sources into one list based on fields. ​
• Compare similarities and differences between lists. ​
• Merge data into a single list. ​Summarize data from multiple sources into a single list.

Analytics

Build really cool management reports using Popdock’s matrix reports, which allows you to create analysis reports on Dynamics NAV data.​

​Often seeing the details prompts more questions on performance over time. What did the results look like at this time last month vs. this month or year-over-year?  Matrix reports let you create an aggregate, variance, and color-coding to see an at-a-glance analysis of your Dynamics NAV data.

Pre-Built Reports

Connect to the Dynamics NAV data you need. These are just a few of the default lists that come with the Dynamics NAV connector​

• Customer Card​
• Deposit​
• Deposit Lines​
• General Journal​
• Item Card​
• Item Sales and Profit​
• Purchase Invoice​
• Purchase Order​
• Sales Dashboard​
• Sales Opportunities​
• Sales Order​
• Vendor Card​

Take any of these out-of-the-box lists, modify them, or simply use them as a”template” to create new favorites that suit what you need.