There are multiple reasons why Acumatica’s business intelligence tools are so appealing. The technology behind the tools is always current. And open data connections allow report writers to surface data in new ways. For example, a skilled report writer can create a mobile-facing dashboard for sales that can be accessed via a Power BI mobile app. Anywhere you have an internet connection, you can have access to compelling reports.
Because the system is role-based, the dashboard of a Controller will be distinct from that of a sales manager or warehouse manager. For example, the Controller might see a widget showing cash position by period. Additionally, the warehouse manager may see a list of orders to ship and Purchase Orders to place. The warehouse report can leverage information from current inventory levels and reorder points.
Immediately upon logging in to Acumatica, dashboard widgets are available for creating and customizing. The web-based platform allows for easy dragging & dropping of the widgets.
Here’s an example:
More about Business Intelligence and Data Analysis Tools
Each module in Acumatica comes with a bundle of pre-built reports. These reports can be generated within Acumatica, scheduled, and/or emailed to stakeholders. The report designer also allows you to create custom reports. The reports are designed to be presented in PDF, HTML or Excel formats.
Power BI Connection
Acumatica has the capability to expose information from the accounting system via an Open Data (OData) connection. This means that you can push data from Acumatica to Power BI using the Acumatica APIs. As a result, this gives you the power to use the Acumatica data as ‘source’ data, and present it visually with a Power BI dashboard. See more here about why people are choosing Power BI for business intelligence.
Generic Inquiries allow you to codelessly create a data query within Acumatica. The inquiry can then be presented on a screen, managed via pivot tables, or exposed via Open Data (OData). Generic Inquiries can also be created with drill-down capability to present detailed data when needed.
For more on Generic Inquiries, check out our post on “Extracting Data using Generic Inquiries” post.
Key Benefits of Reporting Tools
- Role-based: Security is enforced based on roles. Each user can see the data that pertains to them.
- Configurable: Report templates can be edited. New custom reports can be generated
- Codeless: Generic Inquiries and built-in reports do not require coding knowledge and can be generated on the fly.
- Integrated: By exposing data via OData, your possibilities for report presentation on mobile devices and in new formats expand greatly.
Finally, to learn more, check out the Acumatica business intelligence and data analysis toolkit.