How Education Analytics Made Financial Reporting More Accessible with Solver
A more flexible reporting approach for a US Not-for-Profit organisation using Microsoft Dynamics 365 Business Central.
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Education / Not-for-ProfitUS customer story
- Customer
- Education Analytics
- Industry
- Education / Not-for-Profit
- ERP
- Microsoft Dynamics 365 Business Central
At a glance
Education Analytics brought a more flexible, familiar approach to financial reporting, helping information reach colleagues beyond finance.
The Situation
Education Analytics is a US Not-for-Profit organisation working in education research and analytics. Its finance team needed reporting that could support people across the organisation. The existing approach included Adaptive and reports built with custom code and spreadsheets.
What Was At Stake
- Reports were largely confined to the finance team.
- Producing different views involved manual work.
- Colleagues needed information in formats suited to their responsibilities.
The Turning Point
The team selected Solver alongside Business Central, using the Data Warehouse to bring together data across dimensions and an Excel-based interface to design reports.
This is a US customer story published by Solver Global. It describes Education Analytics’ own implementation and experience.
What the Team Did
Organising Data Across Dimensions
The team used Solver to aggregate ERP data across dimensions, supporting different reporting views.
Making Reports Easier to Adapt
A familiar design environment helped users edit reports and present information for different audiences.
“I describe Solver as both flexible and intuitive.”
The Result
Education Analytics reports greater flexibility and less manual reporting effort.
- Information can be shared more widely across the organisation.
- The team can adapt reports more readily.
- Less preparation work leaves more time for analysis.
What They Can Do Now
- Bring together information across reporting dimensions.
- Create views for finance and other stakeholders.
- Edit reports in a familiar environment.
Why It Worked
A Clear Audience for Each Report
Useful reporting starts with the decisions people need to make. A department manager and a finance analyst may need different views of the same information. That makes flexibility in presentation an important part of a reporting design.
A Manageable Way to Maintain Reports
The longer-term test is whether a finance team can keep reports useful as requirements change. Familiar design tools can support that work, while a shared data structure helps give each new report a consistent starting point.
Discuss your Not-for-Profit reporting requirements.
Based on Solver Global’s original Education Analytics customer story. Customer details and outcomes relate to the implementation described in that source.