Replace
Management Reporter
(or FRx) With Excel

using ActivReporter for Microsoft Dynamics GP

ActivReporter is an Excel-based financial reporting tool that gives insight into your Dynamics GP data. Create financial reports in native Excel with complete drilldown to the underlying detail and drillback to Dynamics GP. It is a "budget friendly" replacement for Management Reporter or FRx.

2023 Report on the Future of Dynamics GP

We surveyed Microsoft Dynamics GP users to learn more about their future plans concerning GP. The survey resulted in informative observations on companies' future plans for their ERP solution.

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Excel-Based Financial Reporting & Data Analysis

Quickly create all financial statements in Microsoft Excel. ActivReporter allows you to drill down into any financial amount, and then drill back to Dynamics GP and the source document.

Activ Trial Balance

Enhance daily activity by being able to see your financial data like never before. The Activ Trial Balance is a real-time view into all your financial numbers with drilldown and drillback capabilities.

Superfast SmartList-Like Data Visualization

ActivReporter displays data onscreen in SmartList-like format. Create filters to view important financial data. Then view that data quickly and in real-time. ActivReporter will render to the screen 50,000+ detail records/sec.

Dashboard

Review the health of the ActivReporter system through the dashboard. The dashboard is "Activ" and all items are hot-keys to the detail items.

Reports

In addition to the financial statements in Excel, ActivReporter allows you to print various reports directly from the ActivReporter database. The Trial Balance Comparison report delineates any differences in ActivReporter and Dynamics GP systems. The General Ledger Detail report will depict any set of chart of accounts and the detail postings to these accounts.

Link to External Spreadsheets

ActivReporter Excel workbooks can link to external data with ease. Here is an example of linking a workbook to a budget workbook. Any change in the budget workbook will register in the ActivReporter workbook.

Pivot Tables

You can incorporate ActivReporter financial functions into any workbook. Then, use these numbers as you create associated pivot tables.

Additional Features

New in ActivReporter G2: Enhanced Tree Reporting! Mix and match any set of reports into an Excel workbook with multiple color-coded worksheet tabs.
New in ActivReporter G2: Synchronization Technology! View your data with improved synchronization technologies and recovery mechanisms.
New in ActivReporter G2: Email Reports! Email any set of reports to any stakeholder with a single click.
New in ActivReporter G2: Summary Spreadsheets! Show detail worksheet tabs and a summary worksheet tab for multiple business units reporting in Excel.
New in ActivReporter G2: Column Filters! Filter within a column on any HD pane to limit data shown.
New in ActivReporter G2: JavaScript! Use JavaScript in automation scenarios.
New in ActivReporter G2: Directly Assign Rollups! Directly assign rollups on the account or segment of account, similar to GP’s account categories. Unlike GP’s categories, ActivReporter lets you create and assign multiple rollups to accounts or account segments. This alternative to rules-based assignments, like rollups in ActivReporter or row definitions in Management Reporter, provides a straightforward way to build your financials.
ActivReporter is very fast!
Store Excel financial designs in database with full security protection and recall of all previous versions
Define calendars (reporting periods) in addition to the Dynamics GP fiscal calendar
Multiple budgets in single year on any financial design
Full security model with user authentication by Active Directory
No "report generation" phase in ActivReporter. Immediate gratification!
Multicurrency support
Ad hoc spreadsheet reporting
More than 50 Excel functions to extract financial data, descriptions, and company information from the Dynamics GP database
Power BI support (OData feed)
Ad hoc spreadsheet reporting
More than 50 Excel functions to extract financial data, descriptions and company information from the Dynamics GP database
Missing/duplicate chart of accounts analysis
Output finished reports to protected Excel workbooks, pdf files, or hard copy print
Reporting trees

Interested in ActivReporter?

Watch a Demo Purchase ActivReporter

"Our company needed a reporting tool to replace Management Reporter. After spending weeks with another vendor and having no viewable reports, we turned to ActivReporter by AccountingWare. Using ActivReporter we were able to recreate our entire reporting package within a few days."

David A.

Uncle Julio's

"I came across ActivReporter last October at Summit. I was so impressed with the product that as soon as I got back, I started calling my clients. My clients who watched the demo decided to go with ActivReporter as an alternative to Management Reporter before the demo was complete. ActivReporter has cut the reporting time from days to hours."

M.S.

Dynamics GP Partner

"Our company wished to move away from the complex design features of Management Reporter and ActivReporter has been a welcome upgrade. We especially like the familiarity of excel-based reports, as well as the ability to quickly update and publish financial statements. A feature that is especially helpful in producing consolidated financial statements for our company is the simple ability to build reports from multiple Dynamics databases. We are very pleased with our move to ActivReporter."

Laura H.

Controller

Real Estate Industry

ActivReporter Initial Set Up and Recurring Annual License Fees

ActivReporter license pricing is comprised of an initial set up fee and a recurring annual license fee.

Initial purchase of ActivReporter is licensed for up to 10 Dynamics GP company databases and unlimited users. Additional Dynamics GP company databases can be added to your license for an additional set up fee and additional recurring annual license fee.

Set Up Fee	Amount	Description
Initial Set Up	$2,500.00	Assistance with installing the ActivReporter server software Assistance with connecting to a maximum of 10 Dynamics GP company databases in ActivReporter Assistance with installing ActivReporter client software on one workstation or one terminal server Four hours online training
Cloud Hosting/Data Center	$750.00	Additional fee for initial set up on cloud hosted or data center environments
Isolated SQL Installation	$500.00	Additional fee for initial set up on environments that do not allow applications to be installed on the SQL Server machine
Workstations	$100.00/each	Additional fee for assistance with installing client software on more than one workstation
Terminal Servers	$250.00/each	Additional fee for assistance with installing client software on more than one terminal server
GP Company Databases Over 10	$150.00/each	Additional fee for licensing to connect more than 10 Dynamics GP company databases to ActivReporter

Annual License Fee	Amount	Description
Annual License	$1,800.00 Annually	Up to 10 Dynamics GP company databases in ActivReporter Unlimited users
Annual License for GP Company Databases Over 10	$108.00/each Annually	Additional fee for licensing to connect more than 10 Dynamics GP company databases to ActivReporter

Annual License Fee

Amount

Description

Annual License

$1,800.00 Annually

Up to 10 Dynamics GP company databases in ActivReporter

Unlimited users

Annual License for GP Company Databases Over 10

$108.00/each Annually

Additional fee for licensing to connect more than 10 Dynamics GP company databases to ActivReporter

The license fee must be paid in advance of license provided. Payment may be made on accountingware.com by credit card only. The initial payment will create an annually recurring credit card charge for the license fee. The credit card charge will continue to recur unless terminated with a 30-day written notice to AccountingWare.

AccountingWare Support Fees

AccountingWare provides complimentary support for ActivReporter via email. Support requests can be submitted through the ActivReporter website, https://accountingware.com/activreporter/support or by emailing support@accountingware.com. AccountingWare will also assist with any malfunctioning software features (bugs).

Direct support is assistance provided over the phone or screen sharing applications such as Microsoft Teams. Direct support for ActivReporter is available by the hour at the rate shown in the table below or for an annual fee through a service agreement. If you purchased ActivReporter through your GP partner, charges incurred by direct support will be sent to your partner.

Support Fee	Amount	Description
Hourly Direct Support	$190.00/hour	Assistance related to using ActivReporter provided over phone or screen sharing application

ActivReporter Service Agreement

AccountingWare offers a service agreement to customers that provides direct support for ActivReporter for an annual fee instead of an hourly rate. Services and support provided under the service agreement include, but are not limited to:

Assistance installing ActivReporter updates
Assistance resolving ActivReporter technical issues
Answering questions related to using ActivReporter

This service agreement does not include any services or support for Dynamics GP. When an issue arises where the root problem can be traced back to Dynamics GP, AccountingWare will provide suggestions to solve the problem but will direct the customer to their GP partner for direct assistance in solving the problem. Please see the Service Agreement Terms and Conditions for more details.

An ActivReporter service agreement may only be purchased by an end-user customer, not an ActivPartner or GP partner.

Support Fee	Amount	Description
Annual Direct Support	$2,722.00 Annually	Service agreement for assistance related to using ActivReporter provided over phone or screen sharing application
Annual Direct Support for GP Company Databases Over 10	$163.00/each Annually	Additional fee for service agreement to cover more than 10 Dynamics GP company databases

Same as the annual license fee, payment for this service agreement may be made on accountingware.com by credit card only. The initial payment will create an annually recurring credit card charge for the service agreement. The credit card charge will continue to recur unless terminated with a 30-day written notice to AccountingWare.

Additional ActivReporter Services

AccountingWare software support can also be employed for additional services. Typical services provided are migrating existing reports (including from Management Reporter or FRx) to ActivReporter, creating new reports, additional training, security related set up, and automation (bots).

Support Type	Amount/Hour	Description
Consulting	$190.00	Software set up, report creation, or other work in ActivReporter not listed elsewhere
End-User Training	$190.00	Online training in addition to the 4 hours included in initial purchase
Security Implementation	$200.00	Security related set up, including implementation of Security Views
Automation Programs (Bots)	$225.00	Customize ActivReporter programmable features

ActivPartner Program Fees

The cost to participate in the ActivPartner Program is zero dollars. Please contact sales@accountingware.com for more information.

Frequently Asked Questions

What is the price?

An ActivReporter license costs $1,800 per year with a one-time initial setup fee of $2,500. The $2,500 installation charge includes assistance from the ActivReporter installation team for your designated technical person from your partner organization or your company to install the ActivReporter server software in your GP environment. The installation charge also includes installing the ActivReporter client on one terminal server or one workstation, and four hours of end-user training. Additional Dynamics GP company databases can be added to your license for an additional set up fee and annual recurring fee. For more information about ActivReporter pricing, click here.

Can ActivReporter run in a cloud hosted/data center environment?

Yes. ActivReporter has been installed in several cloud hosted/data center environments and should be able to run in almost any cloud hosted/data center environment that hosts Dynamics GP.

Can ActivReporter run in a Terminal Server/Citrix environment?

Yes. ActivReporter has been fully tested and has been installed in many terminal server/Citrix environments.

How many users can connect to ActivReporter at one time?

Each ActivReporter license includes unlimited users. Any number of users can connect at one time.

Can ActivReporter handle a large number of different GP company databases and/or GP company databases that have a large number of GL transactions?

Yes. One of the main differentiators between ActivReporter and other GP financial reporting software is the ability to handle a large number of GP company databases even with a large number of transactions.

Can any ActivReporter user drilldown to detail? What about drillback into Dynamics GP?

Yes. Any ActivReporter user can drilldown to transaction detail. However, only ActivReporter users that also have a GP user license and the proper GP security can drillback from ActivReporter into Dynamics GP.

Does my GP Partner need to be involved with ActivReporter installation?

A certain amount of technical support is needed for the installation of both ActivReporter server and workstation environments. Typically, the ActivReporter installation process is coordinated with the GP Partner, or an on-staff technical person who already maintains the company’s GP system environment. Any involvement of your GP partner is not covered by your ActivReporter purchase and your existing agreement with your partner will apply.

How much training time will it take to have our GP users writing financial reports?

With ActivReporter utilizing standard Excel, actual use of ActivReporter happens fairly quickly. We have found that the more experience a person has in writing Excel formulas, the faster they are able to begin writing ActivReporter reports. ActivReporter includes four hours of end-user training. Additional support and training are available for $175/hour.

If I don’t have the time to convert all my current Management Reporter financial reports to ActivReporter, may I buy time from AccountingWare to convert some of my reports?

Yes. You may coordinate ActivReporter consulting time with us directly.

May I contact AccountingWare with any questions or problems I have with ActivReporter?

Yes. You may always reach out to our support team at support@accountingware.com for any ActivReporter questions or problems you might have. Support is available Monday - Friday, 8:00AM - 5:00PM CT.

Can I produce accurate financial statements in a new year before closing the prior year?

Yes. ActivReporter does not rely on the BBF entries generated at year-end closing. Thus, you can create financial designs that are accurate whether or not the prior year has been closed.

Can I email ActivReporter reports to department heads?

Yes. The ActivReporter "automation engine" (AAS) can be programmed to send any report to any person at any time. This does require scripting of the system and is not a native "out of the box" feature. You can also set up scheduled reports by using the Task Scheduler in coordination with AAS scripts. AccountingWare or your Dynamics GP partner can assist in setting this up.

What is an Activ Trial Balance?

An Activ Trial Balance is a revolutionary, new way to view a trial balance showing any financial amount in real time. Information is instant and there is no “refresh” required. In addition, you can drilldown and drillback from the data just like in Excel based financial designs. Sound too good to be true? Sign up for a demo and let us show you this groundbreaking new feature.

I have a lot of reports in Management Reporter. Can you help me?

Absolutely! There is a BOT (part of the ActivReporter Automation system) that will extract Management Reporter row definitions and create ActivReporter rollups. AccountingWare or your Dynamics GP partner can assist.

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Ready to see what ActivReporter can do for you?