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ActivReporter Logo

Excel-based financial reporting for Dynamics GP

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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.

Key benefits of using ActivReporter

  • Enables financial reporting and data analysis directly within Excel, offering familiar tools and flexible report creation for Microsoft Dynamics GP users
  • Provides real-time drilldown and drillback capabilities, allowing users to explore transaction details and source documents seamlessly
  • Supports rapid data visualization with SmartList-like filters and displays, handling large volumes of financial records efficiently
  • Facilitates consolidated reporting across multiple Dynamics GP company databases, including multicurrency and multiple budget support
  • Enhances security and version control by storing Excel financial designs in a protected database with user authentication and recall of previous versions
  • Starting price

    ActivReporter’s user interface

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    ActivReporter's 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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    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:
    Mid Size Business, Non Profit, Small Business


    Q. What languages does ActivReporter support?

    ActivReporter supports the following languages:
    English


    Q. Does ActivReporter offer an API?

    No, ActivReporter does not have an API available.


    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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