Power BI Reporting for Charities

For charity finance teams, having the ability to access accurate reports quickly and in real-time is essential for the day-to-day running of the charity. But more often than not, charities have to deal with reports being managed and distributed in different formats, with the reliance on users to create and distribute them around their day jobs.

This reality is extremely labour-intensive and can result in inaccuracies in the data. Additionally, by the time the reports are proposed, created, reviewed and circulated, they have become out-of-date.

This is why we created our Power BI reporting module (including SORP Reporting) – a key part of our NfP 365 Finance solution, taking the existing reporting capabilities within Dynamics 365 Business Central to another level.

Power BI within our NfP 365 Finance solution comes with a standard set of reports with segmentation and filtering functionality via the two global dimension codes available, including the analysis of:

• • Debtors
  • Creditors

• • Sales by Dimension
  • Purchases by Dimension

• • General Ledger Daybook
  • SoFA Reports

• • Income Statement by month
  • Income Statement Analysis

• • Balance Sheet
  • Balance Sheet Analysis

• Cash
• VAT

The key features and benefits include:

• Providing users with a quick visual analysis of financial reports
• Data-driven and visual reporting, providing drill-down levels for summarised and detailed reporting as required
• Users can create reports within a desktop environment and publish to the cloud
• Reports are viewed directly through Power BI so viewers will not require access to NfP 365 Finance
• Within the cloud, reports can be scheduled to automatically update hourly, daily or weekly
• Mobile compatibility allows users to access data on the go
• Seamless integration with PowerPoint means that reports can be converted into management packs at the click of a button
• Additional add-on reporting capabilities provide a 360 degree view for users across multiple systems