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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.

Multi-dimensional reporting

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.

Role-based reporting

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
  • Branding
  • Templates
  • Ad Hoc Filters
  • Reusable Filters
  • Flexible Viewing
  • Access from Acumatica menus
  • Report Designer preview mode

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


Acumatica Reporting

Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.


Acumatica Generic Inquiries for reporting and analytics

Easily extract the data you need and make it available to multiple reporting and analytics applications with Acumatica ERP Generic Inquiries.


ERP Business Intelligence and Analytics in Acumatica

Deliver key data from multiple data sources and provide actionable insights about the enterprise.


Acumatica Dashboards

ERP Dashboards are a convenient way to display essential data so you can tell at a glance what you need to know.

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