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Acumatica Business Intelligence Tools


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.

Anywhere you have an internet connection, you can have access to compelling reports.

Because the system is role-based, people just see what they need to see. So 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 her orders to ship and Purchase Orders to place. And perhaps the warehouse manager’s dashboard just shows her the current inventory levels and reorder points.

More about Business Intelligence and Data Analysis Tools

Built-In reports

Each module in Acumatica comes with a bundle of pre-built reports. Therefore, it’s easy to get started from day one. You even have the power to email these to stakeholders automatically. And yes, people can see the data 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 securely push data from Acumatica to Power BI. As a result, the Acumatica ‘source’ data can be part of a snazzy Power BI dashboard. For example, a skilled report writer can create a mobile-facing dashboard for sales that can be accessed via a Power BI  mobile app.

See more here about why people are choosing Power BI for business intelligence.

Generic Inquiries

Generic Inquiries are a special way to see your Acumatica data. These inquiries allow you to codelessly see any Acumatica data that you want. The inquiry can then be presented on a screen, managed via pivot tables, or exposed via Open Data (OData). Generic Inquiries are the backbone of the Acumatica screens.

For more on Generic Inquiries, check out our post on “Extracting Data using Generic Inquiries“.

Key Benefits of Reporting Tools

  • Role-based: Each user can see the data that pertains to them.
  • Configurable: You can edit existing report templates based on what you need to see.
  • Codeless: Generic Inquiries and built-in reports do not require coding knowledge. You can generate these on the fly.
  • Integrated: By exposing data via OData, your possibilities for report presentation on mobile devices and in new formats expand greatly.

You need business intelligence tools that allow investment in BI today and are compatible with growth, regardless of how your technology plan evolves over time.

To learn more, check out the Acumatica business intelligence and data analysis toolkit.