Features & Benefits

Vivid Reports CPM software is a comprehensive financial reporting, analysis and budgeting software that combines all of the functionality of Microsoft Excel® with the processing power of Microsoft SQL Server. Below are the key features and benefits we provide:

Reporting Features

  • Transforms Microsoft Excel® into a secure Financial Portal with ordinary Microsoft Excel® files that anyone can open and view
  • Control Panels (Trees): Essential for Easy and Secure Navigation
  • Deep Analysis Features including:

    • drill-down
    • drill-across / trend analysis
    • lead sheets (detailed audit reports)
    • report analyzer to find variances
    • Drill-To-Flex (additional capability enabling drill-through to any ODBC data source)
    • Drill-To-Document-Image

  • Data Warehouse with report calculation engine, and Central Management Area
  • Simple Report Design based on Six (6) categories of your G/L
  • Robust Security, authentication, and user / role management, SOX compliant

Budgeting Features

  • Budgets are created in Microsoft Excel® and seamlessly stored in the Vivid Reports database
  • Develop multiple budget plans and scenarios:

    • Traditional annual budget
    • Forecasts
    • Rolling budgets
    • Multi-year plans
    • What If / Scenarios

  • Capture budget transactions (employees, projects, assets, events)
  • Document your thoughts and assumptions with budget notes
  • Audit of budget changes is automatically maintained
  • Budget by any combination of accounts and segments (Branch, Division)
  • Quickly develop budgets using your history or revising existing plans
  • Easily distribute and share budget templates for input from your team

Included Modules (All are included without additional costs)

  • Audit Reports / Lead Sheet Generator
  • Multiple Database / Company Consolidations (Even if each company is using a different ERP, Chart-of-accounts or segment structure, has different fiscal year-ends or a different functional currency)
  • Currency and Unit conversion
  • Advanced Report Check and Maintenance
  • Report Automation and Delivery


  • Better insight and decision-making
  • Easy to deploy, share reports and collaborate
  • Reduce burden / calls to Accounting and enable Fiscal Responsibility
  • Peace of mind that reports are accurate and secure
  • Simplify processes and realize faster Month-end close
  • Stop exporting, your information is seamlessly integrated with Microsoft Excel®
  • Great technology with unique proven methods and concepts
  • Central database for easy management with little to no reliance on IT
  • Excellent services to ensure you realize the full potential of Vivid Reports
  • A true Partner in Vivid Reports who is here to help when needed



  • AAA alarms
  • salvation army
  • jcsales
  • Western Canada Lottery Corp
  • toyota
  • YMCA
  • Paterson Global Foods Logo
  • National Leasing
  • Ridley logo
  • TransFirst
To top of Page