Reporting, Dashboards, and Data Analysis Toolkit
Gain greater insights into your organization and accelerate decision making with reporting tools that deliver customized views of your business through personalized dashboards, so you can analyze trends in real time.
The insights you need to drive decisions
You need your ERP solution to deliver the information you need, in an intuitive format, so you can make sound decisions about the business or react to competitive market challenges.
Acumatica Cloud ERP system offers a collection of reporting and analytic resources that go far beyond balance sheet and cash flow statements, enabling you to see the health of your company at-a-glance and quickly spot good or bad trends. Each Acumatica module and suite comes with a full set of essential reports that can be used out-of-the-box to access real-time data from the system. Easily modify reports, and create new reports quickly, using Acumatica’s Report Designer.
Key benefits of Acumatica Reporting, Dashboards & BI for your business
Single version of the truth
Acumatica ERP uses the same database for Finances, Manufacturing, Distribution, CRM, and more. View data across the enterprise, or view by business entity, customer account, vendor, and more. All data is displayed in real time. Every member of the team shows up at meetings with the same data.
Use subaccounts with segmented keys to break down information into smaller facets to view items by price, color, size, store location, or any number of dimensions that you select.
Multiple display options
Display data in a variety of formats:
- Generate reports for key staff
- Create visual dashboards for at-a-glance views of essential KPIs
- Export data to Excel files
- Make data available to external analysis tools, such as Power BI
Create customized reports
Generate custom reports when you need them and retrieve reports online to make better, faster, and more informed decisions. Create templates for commonly used report types.
Reports can be tailored to meet the information needs of all roles in your organization so sensitive information is only shared with the individuals who have appropriate access.
Multiple reporting formats
Produce reports using HTML, PDF, Excel, or Word formats, so they can be easily shared with others, and automate report delivery over email.
Security by role
Manage all ERP data security from a single location inside Acumatica. Use online reporting to avoid relying on printed reports that pose a security risk if vital information leaves your premises.
Additional features of Acumatica Reporting, Dashboards & BI
- Business Reports Designer
- Ad Hoc Filters
- Reusable Filters
- Flexible Viewing
- Access from Acumatica menus
- Report Designer preview mode
Business Reports Designer
Create visually-compelling reports including sales reports, check forms, invoices, and more. Easily design new reports or customize predefined reports with Acumatica Business Reports Designer.
Customize reports with your own branding and images, including full control over fonts and placement of information.
Easily create report templates by saving report parameters as a template and immediately populating reports with parameters from the template.
Ad Hoc Filters
Apply ad hoc filters to entry forms and on report forms to display only the data you need at that moment.
Leverage reusable filters to create and apply complex filters, and save them for future use.
Toggle between parameters and views without losing changes made on the parameters view.
Access from Acumatica menus
Register reports created in the report designer in Acumatica so they can be accessed from Acumatica menus.
Report Designer preview mode
Create multiple reports and merge them into a single package before sending them as an HTML or PDF file.
Acumatica Reporting, Dashboards & BI Applications