# Atlas Reviews **Vendor:** insightsoftware **Category:** [Healthcare Analytics Software](https://www.g2.com/categories/healthcare-analytics) **Average Rating:** 4.0/5.0 **Total Reviews:** 23 ## About Atlas Atlas is a powerful financial and operational reporting solution for Dynamics AX and D365 F&SCM that helps businesses create reports more efficiently and with less effort. Atlas comes packed with over 150 pre-built reporting and uploading templates, ready to jumpstart your report creation process. These templates can be used as is or customized to perfectly align with your unique requirements. Leverage the familiar interface of Excel to create reports using the same fields and calculations you're already accustomed to. Utilize real-time data from your Microsoft Dynamics database, tailored to your desired format. No more waiting for IT to generate reports – you have the power to do it yourself. With Atlas, you can create custom reports in minutes using over 50 transactional entities – no need to customize AX or D365 F&SCM. Forget about coding or programming skills; Atlas eliminates the need for consultants or resource-strapped IT departments. Effortlessly schedule and distribute reports to your team members, and automate the upload of accrual journals into Microsoft Dynamics with a single click. Atlas is designed to facilitate seamless collaboration and streamline processes. Blend data from multiple sources, including Dynamics AX, D365 F&SCM, and more, to gain deep insights and tackle your most challenging questions. You can even mix and match data from all Microsoft D365 F&SCM or AX modules, including vertical and customized tables, all while inheriting the native Microsoft Dynamics security framework. ## Atlas Pros & Cons **What users like:** - Users value the **automation of report generation** in Atlas, streamlining data collection and reducing manual effort. (1 reviews) - Users love the **seamless report generation** of Atlas, which automates manual processes by efficiently collecting data. (1 reviews) - Users commend the **ease of use** of Atlas, which streamlines report generation and automates data collection. (1 reviews) - Users praise the **efficiency** of Atlas for seamlessly generating reports and automating manual data collection processes. (1 reviews) **What users dislike:** - Users are frustrated with the **poor customer support** , citing slow response times for email queries. (1 reviews) ## Atlas Reviews ### 1. Effective in generation of reports **Rating:** 4.5/5.0 stars **Reviewed by:** Samridhi G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Atlas?** That it helps in generating the reports so seemlessly and effectively , collecting all the data on its own which in turn helps to automate the manual process **What do you dislike about Atlas?** That for any queries, we have to reach out to them via mail for which their turn around time is long. **What problems is Atlas solving and how is that benefiting you?** It is reducing the time and bandwidth by larger amount in generation of reports. ### 2. I worked with Atlas for a 4 moths. they were so slow. **Rating:** 3.5/5.0 stars **Reviewed by:** Gulustan Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2023 **What do you like best about Atlas?** their platform was very helpfull that I could see every information. **What do you dislike about Atlas?** when I need any help from them the only communication channel was email and it was taken to much time. **What problems is Atlas solving and how is that benefiting you?** when I need any help from them the only communication channel was email and it was taken to much time. ### 3. Awesome Utility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2018 **What do you like best about Atlas?** We have been able to convert multiple manual processes to automated. **What do you dislike about Atlas?** Nothing comes to mind. Atlas has been an easy utility to use. **What problems is Atlas solving and how is that benefiting you?** We are able to perform a lot of data maintenance far more easily now. **Official Response:** > That’s great news, Arthur! Thank you for sharing your Atlas experience with us. If you haven’t done so already, make sure you log in to www.globalsoftwareinc.com and download the newest version of Atlas, version 6.2. Check out some of the great features here: https://youtu.be/9cGGRxCNULY ### 4. Extends Reporting functions of Microsoft Dynamics **Rating:** 4.0/5.0 stars **Reviewed by:** Dale C. | Network Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2018 **What do you like best about Atlas?** For our business/accounting needs, the reporting native to Dynamics was poor and limited. We've found Atlas able to provide the key financial info needed. Does require savvy Excel users to use, but those skills are common in Accounting teams. **What do you dislike about Atlas?** Is complicated to install and manage as an IT person. Support was needed to get licensing needs met. We want to have a test system in parallel with production. Trying to get a handle on options and having an extra cost isn't desired but was necessary. I wouldn't not recommend running without being able to test first. **Recommendations to others considering Atlas:** Integrates well with Office applications, extensive set of functions and reporting to greatly improve the data access and analysis of Dynamics daa **What problems is Atlas solving and how is that benefiting you?** As noted, we found Dynamics reports very weak and in effective for our financial reporting needs. Atlas has been able to give us key data for management. We are current Dynamics 2009 users moving to Dynamics 2012 and will depend on Atlas. **Official Response from Dawn Christine Jonckowski:** > We appreciate you taking the time to share your thoughts, Dale! It’s great to hear your accounting team has been able to use their Excel skills to maneuver through Atlas. Our newest version, Atlas 6.2, offers a side-by-side install, giving users the option to run both versions of Atlas on the same environment for trouble-free testing and upgrading. Log in to www.globalsoftwareinc.com and download the upgrade today! ### 5. Versatile and Effective Solution for Report Building **Rating:** 5.0/5.0 stars **Reviewed by:** Julie H. | Enterprise (> 1000 emp.) **Reviewed Date:** June 15, 2018 **What do you like best about Atlas?** The available training videos are very informative and the software itself is intuitive. It can be easily shared and edited via the Excel Add In (which a lot of end users really like). They are always coming out with new and useful functionality to meet the evolving needs of the customer. **What do you dislike about Atlas?** I dislike having to clear out both the local and server cache before being able to access and query new data entities. I think once a cache clear is triggered on either side, the other should refresh automatically. **What problems is Atlas solving and how is that benefiting you?** Atlas provides visibility into financial data for projects and allows accountants to search and view live, production data to gain insight into the financial status of a project. The auditing of projects has become easier, thanks to the ability to add custom data entities with OData connections. The addition of calculated fields and different filters make this product extremely valuable to our organization as a whole. Users no longer have to wait for BI reports to get published in order to see transactions that have occurred on the project. **Official Response from Dawn Christine Jonckowski:** > We appreciate your thorough review, Julie! We will pass on your cache concerns, and encourage you to reach out to customersuccess@globalsoftwareinc.com with any additional questions or feedback. Have you experienced Atlas 6.2 with enhanced caching, side-by-side install, and multi-threading yet? If not, be sure to log in to www.globalsoftwareinc.com to download the newest version today! ### 6. Atlas is almost a requirement for anyone using Dynamics AX and needs to quickly get data out **Rating:** 5.0/5.0 stars **Reviewed by:** T. Eric E. | Business Intelligence Coordinator, Medical Devices, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2017 **What do you like best about Atlas?** The ability of Atlas to use the native joins in AX makes it very easy to get to the data you need. Works great as a way to quickly pull data for analysis or review. Upload and append options add additional features that no other solution has in one package. **What do you dislike about Atlas?** The only down side with Atlas has been finding how to or training on line. There has been a much greater push lately to improve this, but in the beginning it was a lot of trial and error. **Recommendations to others considering Atlas:** Atlas should be packaged with Dynamics AX, it is that vital to our success. We are rapidly adding users for Atlas as our business starts to expand the use of this amazing software. **What problems is Atlas solving and how is that benefiting you?** They business often needs data files to be built for ad hoc analysis from varying tables in AX. Atlas allows us to get all of that information into a familiar and easy to use format, Microsoft Excel. **Official Response:** > Thank you for sharing your experience, Eric! We love that Atlas is such a big part of your business success. If you’re looking for more training, be sure to log in to the customer portal at globalsoftwareinc.com for exclusive access to training and education webinars. ### 7. Very Flexile and Intuitive tool for reporting and updating data **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2018 **What do you like best about Atlas?** Its in excel, what we all know, ATLAS obeys my permissions so data integrity in AX is safe. If I know the logic of how the tables link, I can create really powerful sets of data joining all sorts of facets of AX transactions **What do you dislike about Atlas?** The error messaging is not as clear as it could be. The handling of lost network connections can be troublesome **Recommendations to others considering Atlas:** Highly recommended. From finance to product mastering, from reports to bulk data changes, we'd be lost without ATLAS. All the information is in Excel, exactly where you need it for further distribution or processing. Assign someone with an interest in data to work on your templates, they don't need to be an expert. roll out reports to other users so your systems become self service. **What problems is Atlas solving and how is that benefiting you?** We need lots of ad-hoc reports for customers and management team about their product sales and history. ATLAS allows us to turn around these reports in a short time without relying on IT. We use ATLAS to upload transactions such as sales orders, journals and product/customer data - perfect for mass changes. As well as the very responsive requests for reports, ATLAS probably saves us 4 headcount. **Official Response:** > Thank you for your comment, Michael! It’s great to hear that Atlas is helping you save time and effort in report creation and turnaround. We’ll certainly pass on your feedback on error messaging. In the meantime, if you haven’t done so already, log in to www.globalsoftwareinc.com and download the latest version of Atlas. Version 6.2 has a host of great features that will boost your reporting capabilities even further! ### 8. Review Atlas **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2018 **What do you like best about Atlas?** The folks are easy to reach and talk to about your problems with the queries or reports or inquiries about the product. Also there is an knowledge base which is a list of current issues and resolutions. Enjoy the webinar's on various topics to continue learning about the product and functions within Atlas **What do you dislike about Atlas?** Have to use a partner as the middle man. **Recommendations to others considering Atlas:** It is a very useful tool to access data from Dynamics AX, the folks at Atlas are always listening to their customers to make improvements to their software. **What problems is Atlas solving and how is that benefiting you?** In the planning stage of upgrading to the next version with Dynamics D365 so gather information on what will need to be done and possible issues/resolutions. **Official Response:** > Thank you for taking the time to respond. We love helping our customers out, and it makes us happy to know that we’re doing it right. We’re excited to learn what you think about the newest version of Atlas. Version 6.2 has a lot of new features that will make reporting easier than ever. Once you’ve downloaded it, we’d love to know what you think! Feel free to email us at customersuccess@globalsoftwareinc.com. ### 9. Great option for Dynamics AX 2012 **Rating:** 5.0/5.0 stars **Reviewed by:** Mark J. | Lead IT Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2018 **What do you like best about Atlas?** It puts a powerful reporting tool in the hands of regular users, removing the burden from IT. **What do you dislike about Atlas?** It is still catching up on features you might find in a SQL query, such as linking the the same table multiple times using aliases. **What problems is Atlas solving and how is that benefiting you?** Our Finance team needed a reporting tool they could use to create and modify reports themselves, without waiting in line for Dev to get to them. **Official Response from Dawn Christine Jonckowski:** > Thanks for your feedback, Mark! It’s always good for us to hear our customers’ thoughts on our products. If you haven’t done so already, we encourage you to log in to www.globalsoftwareinc.com and download the latest version, Atlas 6.2. This new upgrade offers even more features to help you face reporting challenges, including side-by-side install, enhanced caching, and multi-threading. Check it out today! ### 10. Atlas great tool for uploads to AX **Rating:** 5.0/5.0 stars **Reviewed by:** Roger B. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2018 **What do you like best about Atlas?** Easy to use and consistent in performance **What do you dislike about Atlas?** sometimes difficult to link proper tables **What problems is Atlas solving and how is that benefiting you?** Uploading journal entries from non-integrated systems to AX. Save time refromatting and/or rekeying information **Official Response:** > Thank you for your feedback, Roger! We’re happy to hear that Atlas is working so well for you on uploads and formatting/rekeying. If you haven’t done so already, we encourage you to log in to www.globalsoftwareinc.com to download the latest, Atlas version 6.2. ### 11. Atlas makes it easy to import and export data from/to AX **Rating:** 4.0/5.0 stars **Reviewed by:** Benjamin W. | LAN Administrator, Sporting Goods, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2018 **What do you like best about Atlas?** The user friendly Atlas add-on to Excel and the usability of Atlas to export and import data. **What do you dislike about Atlas?** There is not much to dislike about Atlas. We used to have issues with the Excel Add-on crashing. Once we upgraded, the problem went away. **What problems is Atlas solving and how is that benefiting you?** Uploading mass part#s into AX. **Official Response:** > Benjamin, we love reading how much you like Atlas! Aside from solving the crash issue, we’d love to hear about any other benefits you’ve experienced with version 6.2. Feel free to email us more information directly at customersuccess@globalsoftwareinc.com. ### 12. user freindly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2018 **What do you like best about Atlas?** For someone with little knowledge of how to join tables this softeware makes it easy to create reports **What do you dislike about Atlas?** Some times the refreshing speed can be a problem **What problems is Atlas solving and how is that benefiting you?** Ax Upload and reporting **Official Response:** > Thank you for your comments! If you haven’t done so already, we encourage you to log in to www.globalsoftwareinc.com and download the latest version of Atlas, version 6.2. This new version should help combat the refreshing speed issue you’ve experienced. If not, feel free to reach out to use at customersuccess@globalsoftwareinc.com and we’ll see what we can do for you. ### 13. Real time web based advanced claim management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2018 **What do you like best about Atlas?** Every input gets analayzed by web based server, navigators makes sure all necessary information gets attempted to make sure proper customer service and data entry. **What do you dislike about Atlas?** Since it's a web based application, it doesn't have ability to hold data in local computer and later sync them with server. This sometimes delays process. **What problems is Atlas solving and how is that benefiting you?** Claims management, underwriting, profit and risk analysis. **Official Response:** > We appreciate your feedback! Atlas has been upgraded recently. If you haven’t done so already, we encourage you to log in to globalsoftwareinc.com and download Atlas 6.2 for the fastest reporting yet! ### 14. ATLAS is good tool for uploading and extracting data from AX **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2018 **What do you like best about Atlas?** It's an User friendly tool which eliminates the IT dependency. **What do you dislike about Atlas?** So far, we don't have complaints from users. **What problems is Atlas solving and how is that benefiting you?** The Journal entries are easy to handle with ATLAS. **Official Response:** > Response: Thank you for your feedback! We are pleased to read that Atlas is working out so well for your team. If you haven’t done so already, click over to www.globalsoftwareinc.com to download the latest version of Atlas, version 6.2. ### 15. Not user-friendly or easily used among team members **Rating:** 0.0/5.0 stars **Reviewed by:** Brandi B. | Research Health Science Specialist, Public Policy, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2017 **What do you like best about Atlas?** Functionality of the different coding menus that allow for customizing your coding experience **What do you dislike about Atlas?** It doesn't work well when you have multiple coders in the same project. It is easy to accidentally corrupt your files. The functions are not intuitive. **Recommendations to others considering Atlas:** I would recommend using a cloud based service, such as Dedoose, instead of Atlas **What problems is Atlas solving and how is that benefiting you?** Analyzing qualitative interview with providers and pharmacy to discover salient themes and issues for the purposes of process improvement ### 16. New user but seems very functional **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2017 **What do you like best about Atlas?** The interface is easy to use and there are many tutorials that assist in utilizing this software. The auto-coding tools are helpful in large qualitative datasets; however, I would always recommend checking each case to make sure it truly fits into a specific code. You can also auto-code things and then have additional coders read through it in order to verify the coding. **What do you dislike about Atlas?** I have had some technological problems with the program shutting down on me for no reason. Otherwise, I like the program so far. **Recommendations to others considering Atlas:** Use the starter guide and tutorials when learning how to work the program. It is very helpful when you're able to learn the tips and tricks up front. **What problems is Atlas solving and how is that benefiting you?** This is very helpful with exploratory research questions and organizing qualitative interviews, critical incident technique surveys, etc. Haven't started utilizing this feature quite yet, but really appreciate that videos, images, etc., can also be analyzed. ### 17. Matt Reviews Atlas **Rating:** 3.5/5.0 stars **Reviewed by:** Matt H. | Account Manager, Entertainment, Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2017 **What do you like best about Atlas?** Overall Atlas is ascetically appealing in comparison to other 3rd party vendors. Customer support is very thorough and there to answer my questions in a speedy manner. **What do you dislike about Atlas?** That its difficult to tell what you entered incorrectly to receive a bounce back when entering product details. This can take hours to correct, but again, customer support is helpful to elevate the majority of issues that I run into when generating insertion orders. **Recommendations to others considering Atlas:** Don't be afraid of Atlas since their customer support is so good. **What problems is Atlas solving and how is that benefiting you?** Ensuring that all details of campaign placements are logged - and that is both a problem solver for ad ops and speeds up the entry process. It also works well when having to match line items up precisely with agency insertion orders. ### 18. Using Atlas at my organizaton **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2017 **What do you like best about Atlas?** Atlas is very interactive and encourages communication across all departments **What do you dislike about Atlas?** the interface is clean but not as intuitive or appealing as it could be **What problems is Atlas solving and how is that benefiting you?** Our organization needs a cohesive way to provide updates across departments. This solves the problem of buried emails **Official Response:** > Thanks for your comments! We strive to continually improve and update Atlas and will pass your feedback along to the appropriate team. In the meantime, we love hearing how helpful Atlas is for your reporting communication! If you have additional suggestions, please feel free to reach out to us at customersuccess@globalsoftwareinc.com. ### 19. Experience with QDA software Atlas **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2016 **What do you like best about Atlas?** - Best intuitive application as compare to other apps in market - more help and training available for this as it is well known - Interface mixed of all functionality like analysis, store and visualization through one interface - Good representation and can manage many data points behind **What do you dislike about Atlas?** - Not exactly dislike but yes, it requires expertise to manage the data points behind as it is having own coding style - You need to devote time to get familiar with this before jumping into start utilizing fully - I doubt it is having cloud storage **Recommendations to others considering Atlas:** - Most important thing is getting help so Atlas is well known, go for it, it is having amazing available trainings **What problems is Atlas solving and how is that benefiting you?** - We are using it for QDA purpose and definitely we are benefited by ample of functions built in to do the things out of box - Its interface for visualization is awesome in category of QDA softwares ### 20. Makes updating mass information a lot easier **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2016 **What do you like best about Atlas?** This product allows you to use excel then upload the product and this cuts the time spent working down to only a fraction of what it was updating from an ERP system. **What do you dislike about Atlas?** Seems quite buggy and I have to add the add-on back to Excel every so often. **Recommendations to others considering Atlas:** Think of picking an ERP software that doesn't need an application to upload information. **What problems is Atlas solving and how is that benefiting you?** Saves a lot of time for our users. And when I say a lot, I mean it. ### 21. Atlas **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Printing | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2016 **What do you like best about Atlas?** The ability to access Dynamics AX data from Excel **What do you dislike about Atlas?** Initial setup of multiple services is a bit cumbersome. **What problems is Atlas solving and how is that benefiting you?** Users are proficient in Excel and need a way to quickly load data. Atlas allows them to quickly import external data into Dynamics AX ### 22. Best QDA Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2016 **What do you like best about Atlas?** The thing i liked the best was the flexibility to customize things in it. **What do you dislike about Atlas?** -use a unique coding system that is not visually hierarchical, although achieving the same purposes -many data sources are not stored inside the ATLAS.ti hermeneutic unit; need to use caution to keep track of the locations of original files **What problems is Atlas solving and how is that benefiting you?** -sophisticated QDA program -support text, PDF, survey, audio, video and graphical files ### 23. Atlas Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2016 **What do you like best about Atlas?** Atlas is a great product for companies wishing to manage their data. They have been around for years and have kept up with current trends in order to deliver the best product to their customers. I am satisfied with this company and its services and would recommend to others. **What do you dislike about Atlas?** Nothing really. It's a great product that my company has used for years and will continue to use. **Recommendations to others considering Atlas:** Speak with their customer service to get an overview of all functions before purchasing. **What problems is Atlas solving and how is that benefiting you?** Data management, - [View Atlas pricing details and edition comparison](https://www.g2.com/products/atlas/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+09%3A58%3A34+-0500&secure%5Bsession_id%5D=ef47a760-78e5-4846-b0b1-632cd5d266b9&secure%5Btoken%5D=3e7efaede97c5c542d88b39c2524a5b3418a7bea4ff611f3131dbe22ea1ce37f&format=llm_user) ## Atlas Features **Operations** - Utilization Review Process - Utilization Management - Value-Based Care Models - Utilization Management - Care Management Portal - Utilization Management - Measures Outcome - Utilization Management - Quality & Risk Management - Utilization Management - Automated Approvals - Utilization Management **Data Management** - Data Warehouse - Data Analysis - Data Capture - Data Integration - Integration with Wearable Devices - Interoperability - Security and Privacy Controls - Data Querying **Analytic Tools - Healthcare Analytics** - Data Visualization - Cost Analysis - Real-Time Analysis - Predictive Analytics - Patient Risk Scoring - Natural Language Processing (NLP) ## Top Atlas Alternatives - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) - 4.4/5.0 (2,112 reviews) - [Cleo Integration Cloud](https://www.g2.com/products/cleo-integration-cloud/reviews) - 4.4/5.0 (534 reviews) - [TrueCommerce EDI](https://www.g2.com/products/truecommerce-edi/reviews) - 4.4/5.0 (413 reviews)