Reporting & analytics solutions for smarter, faster business decisions

Unlock the full potential of your business data with tailored reporting and analytics solutions. As a trusted partner for Microsoft, NetSuite, and Sage, Rand Group helps organizations turn data into action. Whether you’re looking to build dashboards, streamline reporting, or plan more accurately, our experts ensure your ERP and CRM systems become a strategic advantage, not just a data repository.

Reporting & Analytics

Unify reporting and analytics across your ERP, CRM, and AI-powered platforms

ERP and CRM systems hold massive amounts of data, but without proper reporting, they often fail to deliver their full value. Organizations need clear, consistent access to real-time information to improve forecasting, monitor performance, and react quickly to change. Reporting and analytics services can transform disconnected data into meaningful, actionable insight that drives business outcomes. Purpose-built dashboards, centralized data models, and automated reports ensure stakeholders stay informed and aligned.

Rand Group provides a full range of reporting and analytics services to help you get more from your Microsoft, NetSuite, or Sage investment. Our consultants and engineers bring decades of experience in designing data strategies that support smarter decisions, streamline reporting cycles, and enhance operational visibility. Whether you need basic financial reports or enterprise-grade analytics, we help you turn raw data into usable insight.

Leverage AI for predictive insights

Modern analytics go beyond static reports and backward-looking dashboards. Rand Group integrates AI and machine learning into your reporting environment to detect patterns, flag anomalies, and surface insights you may have otherwise missed. Our solutions enable predictive modeling for sales, cash flow, inventory, and more, giving your business the foresight to plan smarter, manage risk, and seize new opportunities.

Make smarter, faster business decisions

Timely, accurate data is essential for confident decision-making, but raw data alone isn’t enough. We build tailored reporting frameworks that present key metrics in clear, business-friendly formats, aligned to your strategy and roles. From executives to operational leads, everyone gets real-time access to the KPIs that matter most. With better visibility into performance, trends, and financials, your team can move faster, reduce uncertainty, and make decisions grounded in insight, not instinct.

Build a unified data ecosystem

Disconnected systems lead to duplicated effort, conflicting numbers, and poor visibility. Rand Group helps eliminate those issues by building a unified data foundation across your ERP, CRM, and any other business-critical platforms. We centralize and standardize your data with scalable warehousing, robust integration, and real-time synchronization. The result is a consistent, trustworthy reporting environment that supports executive dashboards, department-level reporting, and everything in between.

5 tips for modernizing your data strategy

White Paper

Modernize your data strategy

Business Intelligence is a necessary investment to gain insight into your data. Yet a surprising number of organizations are still utilizing yesterday’s tools to try to solve the problems of tomorrow. We have compiled the lowest cost, highest return methods to add immediate value to your analytics and reporting investments in our 5 Tips for Modernizing Your Data Strategy white paper.

A reporting solution for every business need

No matter your industry, size, or technology stack, Rand Group delivers reporting and analytics solutions tailored to your specific goals. Whether you’re focused on compliance reporting, operational visibility, or forward-looking financial planning, we design scalable frameworks that fit your business today and adapt to tomorrow. Below are examples of the types of reports we can build for your ERP or CRM systems.

ERP

Financial performance dashboards

Sales Pipeline

Sales pipeline and conversion reports

Cashflow

Cashflow and forecast reports

Inventory

Inventory and warehouse reports

Customer Engagement Report

Customer engagement and service reports

Revenue Reports

Revenue recognition and billing reports

Utilization

Project performance and utilization reports

Business Deal

Vendor and procurement reports

Budgeting

Budget vs. actual reports

Reporting & Analytics

Ad-hoc reports

Powerful tools to extend your reporting & analytics capabilities

Built on a powerful cloud computing platform

Power BI: Real-time dashboards and analytics

Power BI is a powerful visualization and analytics platform from Microsoft that connects directly to your ERP, CRM, and external data sources. Rand Group helps you build interactive dashboards, drill-down reports, and real-time KPIs that can be accessed across devices. With self-service capabilities and enterprise-grade scalability, Power BI empowers teams to explore data without relying on IT.

  • Connect to your ERP, CRM, and third-party data sources
  • Build interactive visualizations and dashboards
  • Automate data refreshes for real-time insights
  • Enable secure, role-based access to reports
  • Integrate with Microsoft Teams and Excel for collaboration
Connect your data across the entire Microsoft stack

Jet Reports: Fast, flexible financial reporting for Microsoft Dynamics

Jet Reports is a reporting tool built specifically for Microsoft Dynamics 365. It enables finance teams to create real-time, Excel-based reports without relying on developers or exporting data manually. Rand Group supports implementation, training, and customization to streamline your reporting processes and improve accuracy.

  • Design reports directly in Excel using live ERP data
  • Create income statements, balance sheets, and audit-ready financials
  • Eliminate manual data manipulation and reduce errors
  • Schedule and distribute reports automatically
  • Accelerate month-end and year-end close processes
Extend Dynamics 365 Project Operations with the power of the Power Platform

Jet Analytics: Data warehouse automation and advanced analytics

Jet Analytics extends the capabilities of Jet Reports by combining a pre-built data warehouse with powerful analytics tools. It supports consolidated reporting across multiple entities, dimensions, and data sources. Rand Group configures and maintains Jet Analytics to help clients gain faster, deeper insight with less reliance on IT and more control over data strategy.

  • Centralize data from multiple systems into a structured warehouse
  • Support complex reporting across companies, currencies, and charts of accounts
  • Use drag-and-drop tools to build custom dashboards
  • Improve report performance and data reliability
  • Accelerate time to insight with pre-built cubes and models
Extend Dynamics 365 Project Operations with the power of the Power Platform

Purpose-built reports inside your ERP or CRM

Rand Group develops custom reports directly within your ERP and CRM systems, designed to meet the unique needs of your business. These in-app reports are configured to reflect your processes, data structure, and user roles, providing fast, accurate insights where your team already works. From operational summaries to compliance-ready outputs, we build reporting solutions that integrate seamlessly into your daily workflows.

  • Build real-time reports directly in Dynamics 365, NetSuite, or Sage
  • Customize native reporting for specific roles and departments
  • Support transactional, operational, and compliance use cases
  • Eliminate delays from data exports and third-party dependencies
  • Ensure reports reflect live system data and security permissions

The impact of reporting & analytics

%

faster financial reporting

%

reduction in errors

%

increased data visibility

Rand Group didn’t just implement a system—they helped us rethink our business processes. The team went beyond a ‘canned solution’ and worked closely with us to develop practical, customized solutions. We now have real-time visibility into our financials and can make data-driven decisions with confidence.

Jeff Nelson at Sapphire Gas Solutions

Reporting & analytics services built for performance and precision

As a trusted partner for Microsoft, NetSuite, and Sage, we design and implement reporting and analytics solutions that align with your goals, not just your software. Our services are built to simplify access to data, accelerate reporting cycles, and empower every level of your organization with meaningful insights.

Data Warehouse

Centralize and structure your data for high-performance reporting and scalability. We build modern data warehouses that aggregate information from ERP, CRM, and third-party systems, delivered in a clean, streamlined format optimized for analytics. With intuitive access and consistent models, users get faster answers and better control over their reporting environment.

Reporting

Eliminate manual reporting headaches and unlock flexible, automated reporting capabilities. We develop custom reports that go beyond native ERP limitations, with seamless integration to cloud and on-premise systems. Our solutions support real-time consolidation, role-specific views, and built-in controls for accuracy and compliance.

Data Visualization

Turn complex data into clear, actionable visuals with intuitive dashboards and interactive reports. Rand Group enables self-service reporting using industry-leading tools like Power BI, helping teams explore trends, monitor KPIs, and surface insights without IT bottlenecks. Visual analytics makes it easier to align teams and drive timely action.

Planning

Replace static spreadsheets with dynamic planning tools that drive performance. Our solutions support intuitive modeling, scenario analysis, and what-if forecasting—tightly integrated with your ERP or CRM data. Spend less time reconciling numbers and more time making data-informed decisions that move the business forward.

Why partner with Rand Group?

Cross-platform expertise

As a certified partner for Microsoft, NetSuite, and Sage, Rand Group delivers reporting and analytics solutions that align with your business application stack, no matter the platform. We understand the unique strengths and limitations of each system and build solutions that maximize functionality without creating workarounds or data silos.

90% client retention rate

At Rand Group, we value long-term client success. Over 90% of our clients continue to work with us year after year because we remain actively involved well beyond go-live. From ongoing reporting enhancements to new analytics use cases, we provide consistent value through proactive support, strategic guidance, and a true partnership mindset.

Industry-specific knowledge

Our team brings deep experience across a variety of industries. We understand the metrics that matter in your space, from production efficiency and project margins to regulatory compliance and intercompany reporting. That means faster implementations, more relevant insights, and better business alignment.

Decades of experience

With more than 20 years of experience, Rand Group brings a refined, results-driven approach to every engagement. Our proven methodology ensures projects are aligned to your goals, scoped accurately, and delivered with precision. We don’t just implement tools, we improve visibility, reporting accuracy, and decision-making.

Contact Rand Group

Get more from your data. Talk to a reporting & analytics expert today