Acumatica Cloud ERP Reporting

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Reporting

With Acumatica ERP dashboards, monitor current financial, operational, and organizational information, and analyze real-time trends and KPIs.

Acumatica Cloud ERP Reporting

How Acumatica ERP Reporting Can Work for You

ERP systems track all company transactions, such as sales, inventory, and company assets. Reporting functions within ERP systems access the raw information from the ERP database and present it in the form of reports containing actionable data so management can make informed decisions.

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. Each report can be easily modified and new reports can be created using Acumatica’s Report Designer. Users can also create templates for commonly used report types.

Benefits of Acumatica Reporting and Business Intelligence

Create customized reports

Generate custom reports when needed and retrieve reports online to make better, faster, and more informed decisions. Create templates for commonly used report types.

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 of a number of dimensions.

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.

Role-based reporting

Reports can be tailored to meet the information needs of all roles in an organization so sensitive information is only shared with the individuals with appropriate access.

Important Features of Acumatica Cloud ERP Reporting

  • 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 Cloud ERP Reporting Resources

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