With Vivid Reports, Compatibility is Never an Issue

05/12/2019

We reduce technological barriers and make our software extremely easy to adopt and deploy. Vivid works directly with Microsoft Excel® and your accounting, ERP and other systems, which means the need to manually export and import to Excel® is eliminated.

Vivid Reports also provides a seamless user experience in terms of how you navigate reports and information and perform analysis. Information is always connected and at your fingertips with Vivid Reports allowing you to gain insight efficiently and from a single system. You don’t have to jump between multiple screens or multiple systems. Reports and budget templates can be defined so that seamless analysis and understanding is immediate and accurate.

We have completed many integrations to ensure that Vivid is compatible with most popular accounting and ERP systems, so integration is not an issue, and you are ready to use Vivid Reports right away. Cloud based ERP such as Acumatica or Epicor E10 Cloud are no problem for Vivid Reports. Today, Vivid is fully integrated with at least 60 ERP systems.

We also provide seamless reporting across multiple systems. Today, many companies are running multiple systems from Accounting, ERP, CRM, Document Management, Payroll, and a plethora of other service based systems such as time and billing, expense management, etc. Trying to report off of all these data sources (aka “information silos”) to get a complete and seamless picture of operations and financial performance can be a major challenge. Vivid Reports provides seamless access to all accessible data with a single Refresh point and shared parameter set!

Software compatibility is never an issue. Vivid Reports works with all desktop versions of Microsoft Excel® going back to Excel® 2003 (pre-ribbon!) as well as back to Microsoft SQL Server® 2005, including 32 and 64 bit. We also guarantee future compatibility with your ERP as new versions are released. For example Vivid Reports has been integrated with every version of Dynamics GP (Great Plains) since version 6.0 back in 2001. To see some of the accounting systems, databases, and APIs Vivid is running against and already fully integrated with, see our integration page. If your accounting system is not on this page, please let us know and we will check if we have an integration as not all of our integrations are listed.

Great Services Satisfy Customers and Build Trust


You can trust Vivid Reports to be there when you need us! We provide excellent professional services in training and support to ensure your using our software to its full potential. We also offer support around report development and data conversion if you don’t have the resources internally or would prefer to hire us to do the “heavy lifting”. Whether you’re a partner or a customer, Vivid is focused on helping you succeed!

Our customers have told us that our support is second to none, not just in terms of software providers but in terms of all suppliers. We have many long-term customers because they take comfort knowing that we are always there for them. Our support team is made up of friendly Vivid Reports team members who are always locally sourced and never automated. There will always be an internally trained Vivid expert available to pick up the phone or reply to a support email during normal business hours. We also offer remote screen sharing support to see exactly what you see and to guide you through your question or scenario.

If you’re a new Vivid user, we also offer an excellent training program to help you gain a deep understanding of the software. Training sessions are also recorded and provided back to our customers as an additional resource or for training additional staff internally. Customers from all industries have demonstrated a high satisfaction rate with our training program, which has been perfected over the years and can be tailored to suit both technical and non-technical Vivid users. We are happy to book a short discovery call with you, at no charge, so that we can review and tweak our training to your specific needs to ensure you hit the ground running. Please feel free to take a look at what some of our other customers have to say about their Vivid Reports customer experience.

Alongside our high customer satisfaction, we also have a trusted partner program. We are dedicated to our partners’ success and offer both pre-sale and post-sale support, POC demos, and co-marketing efforts. To learn more, visit our partner program page or contact us!

Need Reporting and Budgeting Software but don’t want to become a Programmer to use it?

Have you ever had to call someone to help you get some information or run a report for you? Wouldn’t it be great if you could create and run accurate and easy-to-read reports without having to call for help? Vivid Reports CPM and Flex have been designed with non-technical users in mind. Our user-friendly interfaces and design methodology can be learnt in as little as two hours and we are dedicated to providing all of our users with high quality and efficient training.

Once you have completed the Vivid Reports training program, conducted live on your system with your information, you will be a self-sufficient expert on Vivid Reports. While our support team is fantastic, we want you to be able to use our software independently with ease so that you can master report development and efficiently take full advantage of all Vivid Reports has to offer. Our seamless integration with Microsoft Excel® allows you to decrease the learning curve, especially for our non-technical users, while allowing you to leverage the vast functionality offered by Excel® when presenting your reports and information.

The Vivid Reports interface is designed very well to enable report and template design with minimal steps, screens, and instruction. Interfaces are understood automatically or by simply exploring their options to see how easy it works. Everything within the Vivid Reports software flows together and the building-block design to financial reporting makes it easy to create new reports and budget templates by reusing previously created components such as Control Panels and report definitions. Drill-Downs and other analysis tools work automatically without further report development considerations.

To start with Vivid today and become an expert tomorrow please reach out to our sales team or schedule a demo today!

What makes Vivid Reports so Fast?

“Fast” and “Easy” are the two most overused words used to describe computer software. But when we say Vivid Reports is “Fast” we really mean it! Vivid doesn’t just perform fast with small to medium sized companies but large complex organizations too. Organizations with hundreds of thousands of General Ledger accounts, multiple entities, hundreds of users and millions of transactions are no problem for Vivid Reports CPM and Flex.

At Vivid Reports, we realize that time is money and our customers are very busy individuals. Therefore, we ensure that Vivid Reports starts fast and stays fast even as your data grows and even when connected to multiple large-sized databases and multi-user environments. Our development team has spent many decades tweaking and perfecting the methods we use to get data from a database and onto a screen as fast and effortlessly as possible.

Although Vivid Reports uses Microsoft Excel® as our presentation layer, Vivid Reports is actually leveraging the power of Microsoft SQL Server® in the background. Excel® is only used to display your final results and we’ve developed several methods to populate Excel® as fast as possible. This ensures you don’t have to wait for your local device / workstation to process complex Excel® based formulas before you see the results.

One of the reasons we love to provide our new customers with a Proof-Of-Concept (POC) is that we are very confident you are going to see substantial performance gains over other tools you might be currently using.

Vivid Reports’ development team has created revolutionary proprietary algorithms and data retrieval methods that are written specifically for the Vivid Reports reporting and analysis framework. Many other techniques are used as well, to ensure a great user experience through efficient reporting and analysis. We know you have better things to do with your time!

How does Vivid Reports Keep Your Information Safe & Secure?

When it comes to sensitive data such as financial information, security is of the utmost importance. This is why Vivid Reports CPM and Flex have been designed with many ways to protect and control access to your organization’s information.

Within Vivid Reports CPM user setup you can define user permissions to control exactly what each user can see and do. For example, you can limit users to only see or budget certain GL accounts, business units, segments, and entities. You can also control functionally what someone can do, for example taking away a feature such as drill to accounts payable or accessing the details behind a record.

Defining and maintaining user security can be time consuming, especially once you start to have many users. This is why Vivid Reports allows you to control security through user roles, copy an existing user setup to a new user, and create an export of all security settings to ensure consistency and compliance. User profiles can easily be renamed and assigned to a new individual that is taking over an existing position.

Vivid Reports also has ways to lock down report definitions and keep them secure within a central database versus within a report or in Microsoft Excel®. The central database allows you to manage fewer items and to make global changes that will be immediately reflected across multiple reports the next time they are refreshed.

Report definitions can also be assigned to individual users for maintenance and monitored with an audit trail for changes. This enables Vivid Reports to meet SOX compliance requirements because you have full control and visibility over the flow of information originating within your core systems and ERP all the way through to your reports and analysis. Since we don’t use formulas in Excel®, you have complete control and peace of mind.

Vivid Reports can also piggyback onto Windows® and SQL Server® authentication methods such as Active Directory login or Windows Authentication.

If you have any questions or concerns about your security when choosing Vivid Reports, we would be happy to speak to you to get those questions answered and concerns addressed!

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