Product

Analytical Report Manager (ARM)

Empower finance leaders with self-service reporting that delivers real-time insights and control across entities and currencies. Create, customize, and export analytical reports without technical expertise.

View datasheet

Transform financial reporting with real-time insights

Streamline financial reporting with a user-friendly tool that eliminates technical barriers. Analytical Report Manager empowers your team to create detailed reports from general ledger accounts and submodules, modify standard financial statements, and export to Excel with live, editable parameters for on-demand analysis.

click icon to learn more

Product highlights

Deliver precise, consolidated financial insights with advanced reporting capabilities designed for finance professionals across every industry.

Real-time reporting
Multi-entity and multi-currency consolidation
Seamless live Excel integration
Segmentation and security
Real-time reporting

Access live financial data for trusted, decision-making

Run reports on live ledger balances to eliminate error-prone export cycles and static snapshots. Schedule reports for timely delivery to stakeholders via email or tenant sharing, supporting monthly and quarterly management packs with consistent definitions. Maintain accuracy with real-time data that reflects your company’s current financial health without manual intervention.
Screenshot of Dashboards
Multi-entity and multi-currency consolidation

Consolidate financial data across companies, branches, and currencies in one unified report

Produce group financials natively with built-in consolidation and eliminations. Run reports by entity, group, or total with consistent definitions across your organization. Maintain accuracy without external tools or manual merges, giving you complete visibility into your multi-entity operations while streamlining the consolidation process.
Screenshot of Business Analytics
Seamless live Excel integration

Export reports to Excel with editable parameters and instant refresh capabilities

Transform reports into Excel at the click of a button, with ARM functions converting to Excel functions automatically. Refresh data on the fly or on demand to recalculate server-side and update your spreadsheet. Adjust accounts, branches, periods, and ledgers directly in Excel cells, then drill down from balances back to account details for deeper analysis without leaving your familiar spreadsheet environment.
Screenshot of Manage by Exception
Segmentation and security

Control report visibility with granular access and flexible data segmentation

Slice results by department, region, or product using subaccount segments. Filter by ranges of accounts, subaccounts, and periods for granular control over your reporting. Control visibility for companies, branches, and ledgers using Acumatica security, restricting access to sensitive reports to authorized roles and users. Align access with audit requirements through consistent permissions and centralize governance without duplicating security controls in external tools.
Screenshot of Manage by Exception

Build your perfect demo

Select the videos that are most relevant to your dashboards, reporting, and BI needs.

Acumatica Overview
Reporting, Dashboards, and BI
Artificial Intelligence Strategy
General Ledger and Financial Reporting
Raubex Success Story
Screenshot of the Acumatica Product Wheel

Reporting, Dashboards, and BI knowledge center

Your ultimate toolkit for modernizing operations.

What's new
Integrations
Resources

What’s new in 2026 R2 for reporting and BI?

Get answers faster and keep growing inquiries running smoothly with performance upgrades, more flexible report layouts, and tighter control over who can see what.

  • Turn any AI Assistant answer into a dashboard widget in a click, then drag it straight onto any dashboard.
  • Speed up large or frequently used generic inquiries by storing their results in a dedicated data warehouse table, so they load instantly instead of recalculating every time.
  • Organize generic inquiry results into a grouped table view with nested groups, subtotals, and totals — no need to rebuild the inquiry in Report Designer.
  • Restrict which data access classes are available while designing generic inquiries, so business users can build their own without exposure to data outside their permissions.
Marketplace solutions for dashboards, reporting, and business intelligence

Marketplace solutions for reporting, dashboards, and business intelligence

Explore resources on reporting, dashboards, business intelligence, analytics, and data-driven decision-making.

Acumatica marketplace

ERP ROI Calculator

ERP ROI calculator

Calculate the potential business impact of a connected ERP solution.

ROI calculator

Acumatica Cloud ERP Reviews
Best ERP Software Products 2026

Building the future of business, together.

Acumatica's future-ready Analytical Report Manager solution can make your life easier and help your business grow faster.