Exsion Reporting Brochure
About This Solution
Exsion Reporting is an Excel-integrated reporting tool for Microsoft Dynamics 365 Business Central that enables finance professionals to create, refresh, and consolidate reports with ease. Designed with financial controllers in mind, Exsion works as a seamless Excel add-in connected directly to Business Central. This means users can pull real-time ERP data (including all custom fields and multiple companies) straight into Excel without manual exports or additional setup. The result is fast, flexible financial reporting and consolidation using the familiar Excel environment.
Key Features & Benefits:
- 5-minutes installed: Exsion Reporting is available directly from Microsoft AppSource and can be installed and activated in under five minutes. With no complex setup or lengthy onboarding, users can start building reports almost immediately—making it one of the fastest ways to unlock real-time Business Central data in Excel.
- Seamless Excel Integration: Operate entirely in Excel with formulas and functions tailored for Business Central data. Users leverage a library of 16 built-in Exsion functions (e.g. retrieving account balances or customer aging) instead of complex spreadsheet formulas, ensuring accuracy and eliminating manual errors.
- Real-Time Data Access: Exsion connects live to Dynamics 365 BC, so reports always use up-to-the-second data. If a value changes in Business Central, a single click refreshes the Excel report instantly. This live link also respects Business Central’s security with no duplicate rights management – users only see data they’re permitted to, and any custom fields/tables are automatically available from day one.
- Finance-Friendly & Fast to Adopt: Built for finance users, Exsion’s interface mirrors familiar Business Central and Excel structures, minimizing the learning curve. Implementation is quick – installation takes minutes, and users can become proficient in less than a day. There’s no need for lengthy consulting projects or IT help; controllers and accountants can start building reports almost immediately.
- Improved Reporting & Consolidation: Exsion streamlines financial reporting processes, from detailed operational reports to multi-company consolidations. Because it can retrieve data across all Business Central entities with ease, it’s ideal for group financial statements and aggregate analysis. Features like dynamic filters (e.g. by period, department, company) and drill-down links back to Business Central make it simple to explore the data behind the numbers.
Why It Matters: Exsion’s core value proposition is “letting the software do the heavy lifting” of data retrieval and report generation. By automating data pulls and leveraging Excel, it frees finance teams from tedious tasks (like exporting data or maintaining fragile formulas) and empowers them to focus on analysis and decision-making. Users report significant time savings and accuracy improvements – one user noted that after a 5-minute install, all their legacy reports (from NAV) were up and running in Business Central within a week. Others call Exsion “a real must-have” for BC, praising its speed and ease of use in getting fast, accurate insights at their fingertips.
Overall, Exsion Reporting delivers a professional, finance-friendly reporting experience for Dynamics 365 Business Central. Its unique combination of deep Excel integration and real-time ERP connectivity makes complex financial reporting and consolidation faster, simpler, and more reliable – all within a tool that Dynamics users and decision-makers already know and trust.
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