Business Intelligence and Reporting
Acumatica Analytics and Reporting
Acumatica’s Business Intelligence Capabilities Lets You Visualize and Analyze Key Data and Insights Across All Areas of Your Business
Acumatica helps you accelerate decision-making with a set of reporting tools to deliver customized views of your business to every department in your organization. Reports can be tailored to meet the information needs of all roles and people in your organization. Reports are delivered in real-time and specific data can be restricted to authorized users as needed.
PERSONALIZED REPORTING EXPERIENCES
Acumatica’s user interface enables users to design dashboards with little or no training o deliver real-time information customized for their needs. Users can also customize a “home” dashboard as well as a dashboard for each different module.
ARM ENHANCEMENTS IN ACUMATICA
Acumatica’s Analytical Reporting Manager (ARM) enables free-form report creation utilizing rows, columns, and units. ARM enhancements offer improved performance and easier maintenance.
- Specify multiple, non-continuous ranges in the data source for accounts, subaccounts, and branches in the general ledger
- Merge unit, column, or row set data sources in scenarios where the unit, column, or row data point to potentially overlapping
- Sort a range of rows within a report from ascending to descending
- Use auto-expansion for unit sets within general ledger
- Allow for amounts to be rounded to the nearest dollar, thousand, million, or billion with the rounding
- Simplify formulas involving division by treating NaN (not a number) and infinity values as empty
- Perform calculations that are relative to a value contained in another row.
Key Benefits
FULLY INTEGRATED REPORTING ENGINE
- Produce reports in HTML, PDF, Excel, and Word formats for easy sharing
- Navigate seamlessly to external URLs from Generic Inquiry results
- Supports generation of signed PDF documents and automates report delivery over email
REAL-TIME DASHBOARDS
- Present a customized view of key information in a visual format using tables, pie charts, and other graphics
- Dynamically generated for real-time results, dashboards are automatically refreshed in real-time
- Drill-down to successively lower levels of detail
- Create shortcuts from dashboards to Acumatica forms, reports, and other dashboards
- Use KPIs to measure progress toward configurable goals
PERSONALIZED REPORTING EXPERIENCES
- Design dashboards with little or no training, customized for your needs
- Easily send targeted communication to customers, vendors, prospects, employees, or other contacts
Features and Capabilities
BRANDING
Customize reports with your branding and images, including full control over fonts and placement of information.
TEMPLATES
Easily create report templates by saving report parameters as a template and immediately populating reports with the template’s parameters.
REUSABLE FILTERS
FLEXIBLE VIEWING
Toggle between parameters and views without losing changes made on the parameters view.
MENU ACCESS
Register reports that were created in the Acumatica report designer so they can be accessed from Acumatica menus.