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ActivReporter Logo

Excel-based financial reporting for Dynamics GP

Table of Contents

ActivReporter - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: April 2026

ActivReporter overview

What is ActivReporter?

ActivReporter is an Excel-based financial reporting and data analysis solution built to integrate with Microsoft Dynamics GP environments. The software replaces legacy reporting tools such as Management Reporter and FRx by enabling complete financial statement creation within native Excel workbooks. Its drilldown functionality allows direct access to underlying transaction detail and drillback capability to source documents in Dynamics GP. The platform accommodates unlimited users per license and supports up to ten Dynamics GP company databases in its standard configuration, with options for expanded database connectivity for larger implementations.

The platform leverages more than fifty custom Excel functions to extract financial data, descriptions, and company attributes directly from the Dynamics GP database. The Activ Trial Balance feature delivers real-time visualization of all financial amounts with integrated drilldown and drillback capabilities, removing the need for manual data refresh steps. A high-performance data engine renders over fifty thousand detail records per second in a format similar to SmartList, enabling the creation of dynamic filters and instantaneous data review. Users can combine multiple reporting trees into a single workbook with color-coded worksheet tabs and generate summary spreadsheets for consolidated reporting across business units. All Excel designs are stored in a central database with full security controls and version history. Custom reporting calendars beyond the standard fiscal structure and multiple budgets within a single year can be defined, and workbooks can link seamlessly to external data sources.

The solution enables multi-company financial consolidation, missing and duplicate account analysis, column level filtering, and direct rollup assignments on account segments similar to account categories. Specialized reports include detailed trial balance comparison and general ledger activity for any chart of accounts configuration. Users can output completed reports to protected Excel workbooks, portable document format files, or print media. Integration with Power BI is enabled via OData feeds for expanded analytics and reporting capabilities beyond Excel.

ActivReporter installs as server and client components within existing Dynamics GP infrastructures and is compatible with on-premises, hosted data center, and terminal server or Citrix deployments. A programmable automation engine supports scheduling, scripting with JavaScript, and distribution of reports by email with a single click. The solution implements Active Directory authentication to ensure secure and controlled access to financial data. Immediate report availability is provided without traditional batch generation processes. Technical configuration and deployment support are available from AccountingWare or qualified Microsoft Dynamics GP partners.

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  • Ease of use
  • Features
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ActivReporter's key features

Most critical features, based on insights from ActivReporter users:

Accounting
Activity dashboard
API
Budgeting/Forecasting
Consolidation/Roll-Up
Customizable templates
Dashboard
Data import/export
Data visualization
Expense tracking

All ActivReporter features

Accounting
Activity dashboard
API
Budgeting/Forecasting
Consolidation/Roll-Up
Customizable templates
Dashboard
Data import/export
Data visualization
Expense tracking
Financial analysis
General ledger
Income & balance sheet
Multi-Currency
Profit/Loss statement
Real-Time data
Real-Time reporting
Reporting/Analytics
Third-Party integrations

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ActivReporter pricing

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Free trial
Free plan
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ActivReporter support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Knowledge Base
Email/Help Desk
FAQs/Forum

Training options

Webinars
Videos
Documentation
Live Online
In Person

ActivReporter FAQs

Q. Who are the typical users of ActivReporter?

ActivReporter has the following typical customers:
Small Business, Mid-size Business

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Q. What level of support does ActivReporter offer?

ActivReporter offers the following support options:
Phone Support, Knowledge Base, Email/Help Desk, FAQs/Forum

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