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Reporting, Dashboards, and Data Analysis Toolkit

Gain greater insights and accelerate decision-making with reporting tools that deliver customized views through personalized dashboards for analyzing trends in real-time.

Acumatica Reporting, Dashboards, and Data Analysis Toolkit

The insights you need to drive decisions

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.

Reporting, Dashboards, and Data Analysis Toolkit

Benefits of Acumatica Reporting, Dashboards, & Data Analysis Toolkit

Total Visibilty

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.

Flexible Reporting

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.

Enterprise Grade Security

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.

Acumatica Reporting, Dashboards & BI – Key Features

  • 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 custom 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.

  • Apply ad hoc filters to entry forms and on report forms to display only the data needed 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.

  • Register reports created in the report designer in Acumatica so they can be accessed from Acumatica menus.

  • Allows users to preview a report and switch between Design and Preview mode at any time.

  • Create multiple reports and merge them into a single package before sending them as an HTML or PDF file.

Acumatica Reporting, Dashboards, & Data Analysis Toolkit Applications Resources

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