Enterprise Reporting and Business Analytics

Service- and information-intensive organizations are at the heart of Agresso’s design. Its architectural concept focuses on the ease of “getting information OUT” of the system (as opposed to traditional systems that emphasize “getting transactions IN”). This approach guarantees that non-profit organizations and NGOs can deliver quality information to their stakeholders to make informed business decisions in the right format, the right time. 

Responding to changing reporting requirements is at the heart of Agresso’s principles – new donors, changing tax laws and accounting standards, new jurisdictions, new internal processes, etc. can all produce new requirements that are difficult to predict in advance – yet are no longer seen as obstacles by any of our customers.

The secret to this?   Agresso’s VITA architecture, the only architecture on the market that tightly couples its data, business process and reporting/analytic models to keep them all in sync.  Agresso does not rely on third-party reporting solutions so any changes made in the system are immediately and automatically reflected in all reports and no costly IT intervention is necessary to re-build reports.  

It delivers the right information at the right time to those who need it, providing an accurate and reliable single version of the truth.

Donor reporting

Meeting the diverse reporting requirements of various donors is a growing challenge for non-profit organizations and NGOs, consuming time and resources. Agresso makes it easy, offering a variety of reporting options that give you complete flexibility:

  • Create reports in multiple formats, business language and detail to satisfy different donor requirements and distribute via email at the click of a button.

  • Deploy dashboard metrics by donor across your intranet or Sharepoint portal.
  • Automatically convert and consolidate/report companies in different currencies through a single reporting currency (values are calculated and retained in real-time at transaction entry).
  • Provide reports by manager, department/business unit, etc. and maintain distribution workflow from central locale.
  • Generate reports showing when documents were sent, received, or approved, what is completed, what is pending, etc.
  • Create automated reminders, emailing staff if a task is outstanding beyond a defined period of time, and escalating the task to a manager/supervisor. Define “out of office” substitutes via self -service.

Government reporting

  • Ensure full compliance with US and Canadian GAAP (e.g. standards set by FASB such as SFAS 117 and 116)
  • Generate SF-425 reports.
  • Easily adjust reports to meet the local requirements of all countries in which you operate.
  • Automate electronic submission of forms to government agencies to all countries in which you operate.

Management reporting

Agresso users at any level can develop and use ad hoc and standard reports and queries for both operational and strategic management reports, including drill-down and drill-around capabilities.  Any Agresso report can be re-sorted, reformatted or filtered without IT assistance. 

  • Provide multi-company consolidated financial statements as well as standard financial reports by organization/legal entity, country, practice area (division/sector) and program for various periods.
  • All modules are fully integrated so you can create integrated reports across all functional areas
  • Connect Agresso data with MS Word and Excel to automatically generate and publish richly formatted reports, letters and presentations.

  • Dashboards with KPIs provide executives with an immediate, real time view of finances. 
  • Personalized delivery of key information such as graphs, tables, reports or external data in a single view helps users be more efficient.
  • End users and managers can use an ad hoc inquiry tool against any Agresso data (from transaction data to master files to summarized balance tables) and analyze it in a variety of ways at the click of a button (e.g. tree structures, pie charts, etc.). 
  • Save reports and inquiries into permission-controlled personal or ‘global’ structures.
  • Automate report generation and focus on exceptions and critical actions. Exception messages are directed to the correct person using the most appropriate messaging method.
  • Many standard reports are supplied and you can easily modify them or create new ones with our powerful, intuitive report writer.  Output these in standard formats and distribute automatically over email or the web.