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Standard Reports in Acumatica ERP

Acumatica ERP offers over 250 standard reports and gives users the ability to modify any report for a variety of roles and purposes.

Using Standard Reports in Acumatica

Standard reports display consolidated and summarized data in a view defined by the report designer at the report design stage. Data in the analytical reports can be displayed in monthly, yearly, and quarterly views. Report can provide information from the point of view of departments, selected account classes, and other dimensions.

Here are some of the standard reports that come with the system:

  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • General Ledger Transaction Audit Reports
  • Activity by Account – Summary and Detail
  • Cash Management – Summary and Detail
  • AP/AR Balance by Account
  • AP/AR Outstanding
  • Depreciation
  • Deferred Revenue by Account/Customer
  • Service Management Appointments/Equipment History
  • Inventory Valuation/Balance
  • Goods in Transit
  • Lot/Serial Numbers

See a complete list of available reports from Acumatica .

You can adjust the report settings to meet your specific informational needs. For example, you can specify sorting and filtering options and select the data by using report-specific settings—such as financial period, ledger, and account. You can configure additional processing settings for each report.

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