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Solution

Wiise Reporting

Remove the reliance on IT. Make custom and advanced reporting simple for Dynamics 365 Business Central users.
Core Experience ERP Reporting
Created By eOne Solutions
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Self-Service Reporting
Embedded Reporting
Cross App Reporting
Analytics
Pre-Built Reports
Self-Service Reporting

Spend less time researching and waiting on developers, and start reporting with ease.​

eOne’s Popdock provides and intuitive interface for users to search, create advanced queries, create the Wiise reports on the fly, and share easily share reports with their team.

  • Connect to all of your Wiise data via web services to create standard and custom lists.​
  • Use the Query Builder to join Wiise tables and create optimized Wiise API queries without code.​
  • Add calculations and restrictions to your lists.​
  • Search and use advanced filtering. ​
  • Group and subgroup to see totals and subtotals by category. ​
  • Use multi-company reporting across your lists.​
  • Save Favorites and share them with other users.​
  • Use actions to do things like open records, see related details, or run processes.​
  • Export Wiise reports to Microsoft Excel or PDF.

Outcomes Delivered

  1. Simple interface for users​
  2. Less IT and information requests​
  3. Secure data access

Licensing Required

Popdock Basic Plan or above.

Embedded Reporting

Allow users to report right from within Wiise and get to their data and insights faster.

  • Create and access reports with Wiise data, historical data and data from other apps without leaving Wiise. ​
  • Utilize all the self-service reporting options.​
  • Enjoy a no-code set up experience to embed full Popdock or embed reporting on Wiise records with parameters.

Outcomes Delivered​

  1. Simplify complex integration.​
  2. Intuitive interface built for users.​
  3. Many options to get to details.

Licensing Required​​

Popdock Basic  Plan or above.

Cross App Reporting

Combine, join and summarize Wiise tables as an API.​

Using Wiise data for integrations or in reports often requires using data from more than one table. Instead of joining web services, use The Query Builder to join your Wiise tables as an API.​

The Query Builder provides a simple point-click interface to select table data, add calculations, summarize data , and then click to publish API’s to use either for integration or reporting. The advantage is that the Query Builder provides a fast way to create the queries, you still have access to the AL code generated, and you don’t need to hire a developer to complete the work.

Combine Wiise data and data from other applications with Custom Lists.

If you’re familiar with creating SQL queries of on-premise data, you’ll be relieved to learn that it’s now possible across all your cloud and on-premise apps.

Without writing a single line of code, Popdock makes it possible to:​

  • Join data from multiple sources into one list based on field. ​
  • Compare similarities and differences between lists. ​
  • Merge data into a single list. ​
  • Summarize data from multiple sources into a single list.

Outcomes Delivered​

  1. SQL-level power to join data.​
  2. Bring cloud and on-premise data together.​
  3. Join your custom data and add calculations.​
  4. No developers required.

Licensing Required

Popdock Business Plan or above.

Analytics

Build really cool management reports using Popdock’s matrix reports, which allows you to create analysis reports on Wiise data.

Often seeing the details prompts more questions on performance over time. What did the results look like at this time last month vs this month or year-over year?  Matrix reports let you create an aggregate, variance, and color-coding to see an at a glance analysis of your Wiise data.

Outcomes Delivered​

  1. Analyze quickly​
  2. Bring data together easily and look at trends.​
  3. Better decision-making.

Licensing Required​

​Popdock Premium

Pre-Built Reports

eOne’s Popdock allows you to connect to all your standard and custom web services for Wiise. These are just a few of the default lists that come with the Popdock Wiise connector:

Financial​

  • Accounts​
  • General Journals​
  • General Ledger​
  • Entries​
  • General Journal​
  • Lines​
  • Bank Accounts​
  • General Journal​
  • Batches

Fixed Assets​

  • Fixed Assets

Inventory

  • Locations
  • Item Variants​
  • Non-stock Items​
  • Items

Marketing

  • Sales Cycles​
  • Campaigns​
  • Sales Cycle Stages​
  • Opportunites

People​

  • Employees​
  • Contacts​
  • Salespeople

Project​

  • Jobs​
  • Timesheet​
  • Comments​
  • Timesheets​
  • Tasks​
  • Resources

Purchasing​

  • Posted Purchase​
  • Invoice Lines​
  • Purchase​
  • Transactions​
  • Vendor Comments​
  • Purchase​
  • Transaction Lines​
  • Posted Purchase​
  • Invoices​
  • Posted Purchase​
  • Credit Memos​
  • Dimension Sets​
  • Purchase​
  • Transaction​
  • Comments​
  • Vendor Items

Sales​

  • Territories​
  • Sales Transactions​
  • Issues Finance​
  • Charge Memos​
  • Reminders​
  • Sales Transaction​
  • Comments​
  • Finance Charge​
  • Memos​
  • Posted Sales​
  • Invoices​
  • Reminder Terms

Outcomes Delivered​

  1. Access starting points for your reports​
  2. Modify lists to meet your needs​
  3. Immediate value for Wiise Reporting.

Licensing Required​

Popdock Basic or above.

Not an eOne customer?

eOne’s data management suite is used by the world’s most iconic brands for core ERP integration and automation processes.