Reporting and Dashboards
Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.
How Reporting and Dashboards can work for you
Monitor current financial, operational, and organizational information. Analyze real-time trends related to individual job functions. Create personalized dashboards tied to roles and responsibilities. Display different types of information in a variety of presentation forms including text, charts, graphs, and tables.
Acumatica delivers stunning dashboards with large selection of visualizations, pivot tables, and Microsoft Power BI. The management and configuration of dashboards have been significantly enhanced in Acumatica ERP 6, making it far more convenient to add new dashboards, manage existing dashboards, and configure widgets on dashboards, even from mobile devices. Acumatica was the first ERP solution to support embedded Microsoft Power BI components and is now provides a level of self-service BI that truly enables real-time analytics for improved decision making.
View these videos to see the functionality available to Acumatic users:
Key Benefits of Reporting and Dashboards for your Company
Fully-integrated reporting engine
Retrieve online reports for better, faster, more informed decisions. Produce reports in HTML, PDF, Excel, and Word formats to easily share with others. Create signed PDF documents and deliver them via email.
Use dashboards for one page customized views of key information in a visual format (tables, pie charts, various graphics) from multiple sources. Dashboard content is dynamically generated for real-time results.
Personalized reporting experiences
Design your own dashboards, with little or no training, to access customized views of real-time information. Customize a “home” dashboard for each user and each functional area.
Important Features of Reporting and Dashboard
Create visually-compelling reports including sales reports, check forms, invoices, and many more. Easily design new reports or customize predefined reports with Acumatica Business Reports Designer.
Reports and dashboards are completely customizable by non-technical users.
Access greater levels of detail with the ability to drill-down into reports and trace data back to the original entry or document.
Quickly access information through on-screen inquiries – no need to configure or download a report.
Enhance report value with an interactive experience that includes clickable results that can be modified to provide different views.
Schedule reports to run at predetermined frequency with automated report distribution.
Apply ad-hoc filters to display only the data you need at that moment. Leverage (reusable) saved filters to create and modify complex selections.
Export inquiries to Excel. Every refresh in Excel updates to the latest data from Acumatica.