Reporting, Dashboards and Data Analysis

Acumatica’s business intelligence software helps you visualise and analyse key data and insights across all areas of your organisastion.

Acumatica offers a collection of custom reporting, analytic resources and personalized dashboards to deliver the information you need to make sound decisions and react to competitive market challenges.

Acumatica ERP uses the same database for Finance, Manufacturing, Distribution, CRM etc. so all data is displayed in real-time and you have at-a-glance views of all essential KPIs.

Accelerate decision-making with intuitive reporting that delivers customised views of your data to your relevant stakeholders. Tailor personalised reports to meet the needs of all roles, people and teams and restrict as necessary.

  • Design interactive dashboards with little or no training – customize ‘home’ and by module dashboards to present your dynamically generated data using tables, pie charts, and other graphics.

  • Acumatica’s Report Designer – enables free-form report creation using rows, columns, and units.

  • Report using HTML, PDF, Microsoft Excel and Word – for easy sharing and automate email delivery.

  • Brand and customise reports – with your logo, images, fonts and placement of information.

  • Save time – create templates for commonly used reports and access directly from Acumatica menus.

  • 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.

  • Export data – to Microsoft Excel and use other external analysis tools, such as Microsoft Power BI
Reporting Dashboards and Data Analysis

Acumatica Reporting, Dashboards & Analysis Tools

Acumatica Reporting

Each Acumatica module comes with a full set of essential out-of-the-box reports. Easily modify and create reports using Acumatica’s Report Designer and templates can be used to create commonly used report types. Schedule reports, create reports in real-time and apply filters as needed to get only the information you need.

Generic Inquiries

Generic Inquiry writer is a reporting tool that can easily extract the data in Acumatica. It offers a way to extract the data you need and publish it, export to Excel, or format it for OData. It requires no prior coding knowledge and can be used for reports, dashboards, and BI tools. Generic Inquiries can be reused and modified for a variety of purposes.

ERP Business Intelligence

Acumatica leverages business intelligence tools, such as Microsoft Power BI, to help you aggregate data from multiple sources, such as Excel, Salesforce and Marketo to gain a complete view of your company’s operations. Extract actionable information for strategic decision-making, and present it visually.

Acumatica Dashboards

View key data at a glance with real-time dashboards customised by individual, role, or department. Visualise complex data via widgets and drill down into each widget to view the information in greater detail. Monitor current financial, operational, and organisational information, and analyse real-time trends and KPIs that relate to you.

What Acumatica customers say…

  • Manufacturing Aimtec Acumatica Customer

    “Acumatica was attractive as it allowed me to easily integrate with the custom solutions that gave me a strategic advantage and it dealt with the standard ERP transaction processing in a way that could support my global operations.”

    Vladimir Serafimov, CEO and President
    Aimtec

  • Consolidated West Distributing Acumatica Customer

    “Acumatica has completely changed our business. I just look in the accounting and all the information from the sales is in there… For our business that’s a big deal.”

    Ronald Krieger, CFO
    Consolidated West Distributing

  • Bell and Company Distribution ERP Software Customer

    “Before Acumatica, we had no way to access the local resources on the network when we were away from the office. Now we have access to all of our customer information and technical documents – it’s as easy as picking up the phone or using the app.”

    Dan Wilkins, President
    Bell and Company