Reporting, Dashboards, and Data Analysis Toolkit

Acumatica Cloud ERP system offers a collection of reporting and analytic resources to display the information you need to know so you can make the best decisions.

Reporting goes beyond just the balance sheet and cash flow statements. You need full visibility into the current state of your company at all times and the ability to spot trends so you can quickly take action. With Acumatica’s self-service tools, improve your organization’s visibility through generated reports and customizable dashboards to effortlessly analyze trends.

Key Benefits

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.

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.

Reporting, Dashboards, and Data Analysis Toolkit

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

Reporting, Dashboards, and Data Analysis Tools

ERP Business Intelligence and Analytics in Acumatica

Acumatica and external data sources gather information for analysis using Business Intelligence tools. These tools include Power BI and additional reporting tools from ISVs which enhance the reporting capabilities of Acumatica with certified third-party applications for your business.

Acumatica Generic Inquiries for Reporting & Analytics

Utilize Generic Inquiries to extract data you need and make it available to analytics applications and multiple reporting. Because Generic Inquiries requires no coding, they can be used by anyone to organize results in reports and dashboards, then exported to Excel or present as OData for use.

Acumatica Reporting

Each module comes complete with a set of reports which gives you access to over 250 standard reports. Acumatica also gives you the ability to modify or create any report for the various roles in your company.

Acumatica Dashboards

Create dashboards exactly how you want it to be customized for displaying essential information by department, role, or individual. Easily view KPIs at a glance and drill down for more detail.

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