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Business Intelligence

acumatica ⇒ Business Intelligence

Reporting, Dashboards, and Data Analysis Toolkit

You want more than just data from your ERP system. You want the information you need presented in a format for you and fellow stakeholders to make decisions about your business or react to competitive market challenges.

Acumatica Cloud ERP system offers a collection of reporting and analytic resources to make your job easier and more productive.

Reporting goes beyond just the balance sheet and cash flow statements. To get the full benefit of an ERP system, you need to see the health of your company at a glance. You also need to be able to spot good and bad trends quickly, so that you can take action right away.



Benefits of Reporting, Dashboards and Data Analysis Toolkit for your business

Single version of the truth

Acumatica ERP uses the same database for Finances, Manufacturing, Distribution, CRM, and more. View data across the enterprise, or view by business entity, customer account, vendor, and more. All data is displayed in real time. Every member of the team shows up at meetings with the same data.


Security by role

Manage all ERP data security from a single location inside Acumatica. Use online reporting to avoid relying on printed reports that pose a security risk if vital information leaves your premises.

Multiple display options

Display data in a variety of formats:
  • Generate reports for key staff
  • Create visual dashboards for at-a-glance views of essential KPIs
  • Export data to Excel files
  • Make data available to external analysis tools, such as Power BI


Reporting, Dashboards, and Data Analysis Tools

ERP Business Intelligence and Analytics in Acumatica

Gather information from Acumatica and external data sources for analysis using Business Intelligence tools, such as Power BI. Additional Reporting Tools from ISVs enhance the reporting capabilities of Acumatica with certified third-party applications dedicated to your business needs.

Acumatica Generic Inquiries for reporting and analytics

Use Generic Inquiries to easily extract the data you need and make it available to multiple reporting and analytics applications. Generic Inquiries require no coding, so they can be used by anyone to display results in reports and dashboards, export to Excel, or present as OData for use by external applications.

Acumatica Reporting

Each module comes with a complete set of reports, giving you access to over 250 standard reports. Plus, Acumatica gives you the ability to create or modify any report for a variety of roles and purposes.

Acumatica Dashboards

Create customized dashboards to display essential information by role, department, or individual. View KPIs at a glance, and click on widgets to drill down for more detail.