Because I can work directly in Excel, I can build templates, models, and reports exactly as I need them--without learning new software or new formula syntax. I can move fast and leverage all of Excel's features without being hampered by limitations of other software that tries to duplicate Excel but can never quite get there. DataRails is simple enough that I don't need to waste money on expensive professional services. File management, where every version of a file is saved and tagged automatically for the correct financial period, has turned out to be one of the most underrated features. My budget owners find the weirdest ways to mess up their file or lose data, but with DataRails, I never lose their template and prior work. We have been able to do more in five months on DataRails than five years on our last software. Review collected by and hosted on G2.com.
Exporting large volumes of data or directly integrating to BI tools like Tableau could be improved. Permission management is time consuming and highly detailed. I wish there was a better way to lock an entire version with one or two clicks. Review collected by and hosted on G2.com.
169 out of 170 Total Reviews for Datarails
Overall Review Sentiment for Datarails
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I have a very heavy excel data intense role, which causes great frustration due to excel freezing. Datarails however has stopped this stress, and all the heavy datasets are stored on Datarails and their formulas are used to pull this data. Review collected by and hosted on G2.com.
If you forget to upload changes you lose your work, which with time happens less as it because a habit to save, but still happens on occaison if you're forgetful! Review collected by and hosted on G2.com.
We have several QuickBooks accounts with a holding company. Datarails has made consolidation for financial report outs efficient with ease. QuickBooks lacks categorical break down for job costing for contractors. Datarails has allowed for a clearer picture for margin analysis at a Labor, Purchase Services, Materials and Equipment level. Review collected by and hosted on G2.com.
You must tailor your reports to what you need for your company. They are not responsible to do this for you. They will assist when you have questions. Review collected by and hosted on G2.com.
Datarails helps me manage the financials of a multi sales channel retail company. It is highly effective when trying to align reporting across an organization. Using work that is already complete is a great way to leverage further analytics. Review collected by and hosted on G2.com.
Some of the dynamic features are not possible for us in certain instances of reporting Review collected by and hosted on G2.com.
Datarails is a flexible tool that lets me pull in data from disparate sources and construct easy-to-understand charts/graphs/data visualizations to quickly and easily communicate important findings with my team. I can schedule reports to be sent out at regular intervals and limit who sees what data. Best of all, Datarails has continued to support my implementation with expert assistance helping me to replicate my previous KPI package within the Datarails environment. Review collected by and hosted on G2.com.
When I first starting using Datarails, there was a fairly steep learning curve. However, I've had expert assistance from the Datarails team throughout my onboarding from Datarails experts who have helped me accomplish my goals. At times, we have run into system limitations but those have become future improvements on the Datarails roadmap, such as the recently released year-over-year comparison option. And while my learning curve was steep, I've seen recent updates that have made the system more user-friendly so I suspect future newbies will have an easier time getting fully up to speed. Review collected by and hosted on G2.com.
I like that you can create your own reports in Excel and can easily refresh it to change to any filter of your choice. It's espesically useful when you want on Excel file where you can see the same report for different portfolios in your company. Review collected by and hosted on G2.com.
The refresh time on the Dashboards when you import from Excel takes a longer time to load than the web dashboards. The web dashboards load almost instantly, but the dashboards that you import from Excel takes longer to refresh, which can be an issue when you are presenting and want to quickly go through different filters. Review collected by and hosted on G2.com.
Integrating with our accounting and data systems has allowed us to build out our reporting package with far fewer tabs, giving me time back during month close to spend on analyzing the results and other KPIs. Our CSM Antonia helped tremendously with the training and set-up of our system. Review collected by and hosted on G2.com.
One of our internal systems is Quickbooks Desktop, which we have struggled to maintain a consistent connection to. This is more of a QBD issue than a DataRails issue but it has been frustrating. Review collected by and hosted on G2.com.
That you can map other inputs into datarails to enhance your financial information being analised Review collected by and hosted on G2.com.
The report builder formats and layouts are a bit basic, as well as customised formulas. If you have grouped up a few of the dimensions, the customised formulas require that you calculate pulling each dimension rather than just the parent. You can't calculate at different levels that roll up into each other, which means you have to adjust the formula each time another account code gets added.
Dashboard formating is not intuative and can be difficult to implement across dashboard that you want to present. Review collected by and hosted on G2.com.
Datarails is an affordable financial reporting option. Data from multiple sources can be consolidated in one system for insightful financial reporting. Multiple reporting tools are available from Dashboards to Excel and PowerPoint reports. Customer support has been excellent in my experience. Implementation was quick and it's easy to learn how to write reports. Review collected by and hosted on G2.com.
The documentation and instructions could be more in-depth. They have recently created a certification course that offers additional learning opportunities. Review collected by and hosted on G2.com.
Flexibility and agility in reporting.
Speed and responsiveness.
Exceptional onboarding and customer service. Review collected by and hosted on G2.com.
It has taken us longer to go live than expected although this is mainly due to the complexity of some of our data.
Parts of Datarails are more complicated than initially expected, but once understood it is now proving to be a fantastic solution for our business. Review collected by and hosted on G2.com.
Ease of use, integration of budgets / forecasts in to the platform, ability to manage different versions of budgets/forecasts, dashboards of financials, drag and drop functionality to create reports Review collected by and hosted on G2.com.
Due to the flexibility to achieve pretty much most of the key figures from the ERP, the ability to obtain what you are after is limited to you knowledge.
There are a number of personalised reports that can be built by all users, it would be beneficial to be able to filter these reports by type/user etc. Review collected by and hosted on G2.com.
