Features & Benefits

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

Reporting Features

  • Transforms Excel into a secure Financial Portal with ordinary 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 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 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



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