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Vivid Reports: Simplifying Decisions with Better Insights

05/12/2019

The primary purpose of Business Intelligence software is to help decision makers make better decisions through better insight. “Better decisions” may include faster decision making, greater awareness of fiscal and operational performance, ability to monitor and measure performance, setting goals and objectives (i.e. budgets and prior performance guidelines), greater communication and collaboration with all stakeholders, consistent and reliable information.

By taking all of the information and data available to your organization, making that information easily accessible, and looking at that information from different perspectives or purposes your organization will be in a position to manage better. Vivid Reports Business Intelligence enables your organization to realize these benefits and to make better decisions through new insights.

A .gif of Vivid's drill-down feature

An example of Vivid Reports’ intuitive yet powerful drill-down analysis feature!

How Vivid Reports helps Jonas Enterprise ERP Users Streamline Processes

28/11/2019

An image of the Jonas Enterprise ERP logo

Vivid Reports recognizes that many industry leading organizations are running Jonas Enterprise (Service and Construction Software) ERP. Jonas’s strengths are that it is able to provide rich project management capabilities and capture relevant information, ensuring projects always stay on time and on budget.

Vivid’s CPM (financial budgeting and reporting) and Flex (operational reporting) software products can help take your usage of Jonas ERP to the next level. Jonas is great for capturing your data and Vivid Reports is great at helping you access, share, and report that data easily!

We understand that service and construction companies are busy and have numerous projects on the go, that time is money, and things can get complicated fast.  We also know how to help you make the best of what the Jonas ERP has to offer by extracting the valuable information captured by your teams. As a Microsoft Excel® add-on, Vivid does not force your accounting and management teams to learn an entirely new application with complex reporting language and a long implementation and training process. If you know how to use Microsoft Excel®, you can learn Vivid with ease but also use Microsoft Excel® in a highly confident and reliable way. Vivid Reports is used by numerous public companies and is SOX compliant! Team members that are only viewing and analyzing reports can access their information either through Microsoft Excel® or a supported web-browser on any device.

Vivid brings Jonas data directly into Microsoft Excel® where it can be easily refreshed, shared, and navigated! Vivid Flex has advanced features that will provide your team with instant project reporting, keeping everyone in the loop. Leverage our pre-built “data views” that bring all the project information together and put it at your fingertips! Views for other areas of Jonas are also available.

Vivid CPM is integrated out of the box with Jonas ERP and provides rich financial reporting. Anything from Profit and Loss, Balance Sheet, or Cashflow reports based off the General Ledger and using your Chart Of Accounts. Vivid CPM can help you consolidate your companies in a snap with immediate drill-down back to individual transactions and even to project details! Additionally, strong analysis features make your month-end close a snap, including variance analysis, drill-across for trending, integration with document management software, and much more.  

When it comes to budgeting, Vivid CPM has you covered! Our advanced budgeting functionality will make your budget process easy and pain free. With capabilities such as unlimited versions, what if scenario planning, audit of changes, and ability to capture comments, assumptions and budget details such as transactions and project information. Consolidate budgets from all team members in snap and eliminate emailing Microsoft Excel® files back and forth! Your budgets have never been so complete and accurate.

A screenshot of an example report made by Vivid Reports using Jonas data

Click the image to see an example of what a Vivid Report using Jonas data could look like!

With Vivid, all of your data is centralized, secured, and easily accessible. We can help ensure there are no misunderstandings between your fiance and project management teams and that you have a “single version of the truth.” This creates company wide buy-in and ensures everyone is responsible for their operational and fiscal performance.

If you’re a service or construction company using the Jonas Enterprise ERP, send us an email or call us to learn how we can help you use your data to its full potential!

 

Make better decisions, gain better insights, and manage effectively!  

 

 

Vivid Reports – Flex

02/10/2019

If you are using a reporting tool such as SSRS, Power BI, Crystal Reports, SmartLists or Microsoft Access, to name a few, then it would definitely be worth your while to take a closer look at Vivid Flex.  There are many unique advantages and features, that Flex has to offer, to make your reporting processes more efficient including eliminating manual exporting / importing processes.

Vivid Flex by Vivid Reports is reporting and data capture software that combines the power of Excel with the data retrieval and manipulation capabilities of a database.  Excel is great at formatting, presenting and performing advanced calculations with data.  But it falls short when trying to get consistent, efficient, accurate and secure data into Excel.  Vivid Flex solves these problems by making your data directly accessible from Excel.

Vivid Flex allows non-technical users, without any knowledge of SQL (Structured Query Language), to create rich reports with:

  1. Control Panels – for quick and easy selection of data
  2. Drill-Down – for seamless analysis to other reports, sub-reports, and calculations based on your analysis needs
  3. Automation – for report replication and distribution such as a weekly Flash sales report

Vivid Flex allows you to report across all areas of your organization even from different sources and database platforms.  This allows you to do such things as reconciliations between systems, drill-through to other systems for more detailed information, reporting directly from the source without having to duplicate all data into the same system.

Vivid Flex not only reports on data, it can capture data too.  Take any data in Excel and easily capture and write that information back to a database.  Once in the database you can report back across the data to consolidate and query information.  For example, you can use Vivid Flex to capture pipeline updates from your sales team to enable sales forecasting and cashflow prediction. Another example is to capture statistical and supplemental information that may not reside in any of your existing systems such as a Sales Rep rate of commission to calculate commissions payable or assumptions and variables used in your reports.

Vivid Flex is also fully integrated with our Vivid CPM product.  When you use both products together you can combine both financial and operational performance.  Take your usual financial reports and add addition information from Payroll to get FTE, production volumes, number of customers served, sales details from A/R and expense details from A/P.

Take your reports to the next level with Vivid Flex!  Contact us today!

 

 

Vivid Reports – Cloud Ready

03/07/2019

Everyday, more and more companies are turning towards Internet based solutions to manage their accounting and operating systems.  IT departments are being simplified and investments in servers, routers, and storage systems are being radically reduced or eliminated.  Internet (aka Cloud) based solutions provide many advantages including dedicated security experts to monitor and protect systems, guaranteed backup, minimizing downtime, and easy access to data and information from anywhere you have an Internet connection.  The desktop is also being replaced with options to access information from tablets and phones and without having to install a bunch of software on every device that you use.

But moving your systems online is not perfect and comes with some new challenges.  For example if your Internet connection goes down you can’t access your data.  As more data is consolidated from multiple organizations into a single data center it becomes a larger target for cyber criminals.  You also run the risk of logins being compromised through phishing attacks and various other pitfalls now that your data can be accessed online.

Perhaps the biggest challenge is that you create remote data silos where it can become very hard to impossible to report across all of the data an organization accumulates into these systems.  The systems together may require re-entry of the same data multiple times.  I.e. if you have online systems for ERP and CRM then you may find that you have to enter the customer name in both systems.  This can also make it harder to align the data for reporting.  Some online systems may charge you to access your data remotely or to use third party reporting tools or not allow any remote access at all.  You may also experience throttling and performance delays when trying to report over a larger data set or period of time.  Some systems can “talk” to each other but you have to create openings in security and share connection or login information with multiple systems to enable this.  Combining online data with legacy on premise systems also makes things more challenging.

Vivid Reports Business Intelligence helps organizations overcome these challenges and to work with your data efficiently regardless of where that data resides.  So long as your data is accessible it can be reported on, combined with other data and presented with Vivid Reports for easy understanding and insights.

Vivid Reports Business Intelligence uses Microsoft Excel to format and present reports but it does so with numerous advantages and efficiencies allowing you to view, interact with and understand your data securely.  Vivid Reports also offers web-based viewers that take a traditional Excel report and make it accessible through a browser such as Google Chrome.  All the same functionality of the desktop version are available but you no longer need Excel to view and work with the reports. The nice thing about this is that you can also view reports on a mobile device such as iPhone or Android.

But perhaps one of the biggest benefits of Vivid Reports is that it allows you to still use Desktop Excel or Office 365 – Excel (desktop version) to access online data.   The desktop version of Excel is still miles ahead of the online version, especially when it comes to speed and your ability to navigate and interact with reports.  Vivid Reports does this by treating Excel as if it was a browser!  That’s right, just like you open Chrome or Safari to go online, you can open Excel to go online with your information!  Vivid Reports does not store any of your data in Excel, it is all stored in the Vivid Database or is accessed live directly from the source.  This allows you to only transfer down to your report the information you have chosen whether it be for a particular product, customer set, or period of time.  Vivid Reports enables that data to flow across the Internet into Excel.

Vivid Reports CPM (Corporate Performance Management) software that provides financial reporting, budgeting, consolidations, and analysis also comes with a Vivid Database.  If your ERP is online such as Dynamics 365 (D365) or Acumatica, or Epicor then the Vivid Reports database can reside in an Azure server.  You do not need to have data on your local servers.  The only thing that you need is Microsoft Excel and the Vivid Reports client.  The Vivid Database can be set up so that it syncs with your ERP at preset times and then the data you need to produce a report or populate a drill-down screen will flow directly over the Internet and into Vivid Reports!

Today Vivid Reports is already integrated with many cloud ERP including D365, Acumatica, Epicor, Blackbaud, QBO, and other systems.  Please contact us today to learn more.

Be Wary of the Formula

07/03/2012

Before we ever wrote a single line of code when we were developing Vivid Reports we set out to invent a new way to interface with Excel that would not be based on a formula, but would still be flexible, and most important would be secure and reliable.  Even though we were very familiar with Excel, and had used it for years, we researched Excel extensively to find a better way to integrate.  The unique method we created and resulting stability, flexibility and performance has far exceeded anything we could have imagined. (more…)

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