Dynamics 365 Finance Reporting

Self-Service Reporting

Getting to the details shouldn’t require calling developers or needing to learn 10 different reporting tools.​

eOne’s Popdock gives users the power to search, create advanced queries, and create the Dynamics 365 Finance reports that help them be more efficient at their job. ​

• Connect to all of your Dynamics 365 Finance data to create standard and custom lists.​
• 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.​
• Use any lists in the Popdock Add-in for Excel​
• Enable an API endpoint for any Popdock list to use in Power BI or Tableau​
• Export Dynamics 365 Finance reports to Microsoft Excel or PDF ad-hoc or on a schedule (available with Popdock Premium).

Embedded Reporting

Embed reports in Dynamics 365 Finance and reports that contain Dynamics 365 Finance data in your other tech apps, so users can get to their data and insights faster. ​

• Create and access reports with Dynamics 365 Finance data, historical data and data from other apps without leaving Dynamics 365 Finance. ​
• Utilize all the self-service reporting options.​
• Enjoy a no-code set up experience to create your report and click a button to publish an iFrame for your Popdock widget. This is the component to embed in your app.

Cross App Reporting

Combine Dynamics 365 Finance 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:​

• Combine data from multiple tables from Dynamics 365 Finance into custom lists.​
• Combine Dynamics 365 Finance data with data from other apps into custom lists.​
• Join data from multiple sources into one list based on field. ​
• 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 365 Finance 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 365 Finance data.