Acumatica Reporting

Power Your Business with Acumatica Reporting

ERP systems track all company transactions, such as sales, inventory, and company assets. Reporting functions within ERP systems access the raw information from the ERP database and present it in the form of reports containing actionable data so management can make informed decisions.

Each Acumatica module and suite comes with a full set of essential reports that can be used out-of-the-box to access real-time data from the system. Each report can be easily modified and new reports can be created using Acumatica’s Report Designer. Users can also create templates for commonly used report types.

Powers These Acumatica Suites

Acumatica supports multi-dimensional reporting using subaccounts with segmented keys. Break down information into smaller facets to view items by price, color, size, store location, or any of a number of dimensions that you select. See the video, Dimensional Reporting Using Subaccounts.

With Reporting in Acumatica, you can:

  • Schedule reports to run as needed.
  • Generate signed PDF documents.
  • Customize reports with your own branding and images.
  • Create reports in real time, and apply filters as needed to get only the information you need now.
  • Use Generic Inquiries to access data for your reports and then share that data with other applications for more analysis.
  • Tailor report information by role.

With Acumatica, your reporting options are Search, Standard Reports, and Report Designer.

Acumatica Reporting
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Standard Reports

Acumatica Cloud ERP offers over 250 standard reports and gives users the ability to modify any report for a variety of roles and purposes.

Standard reports display consolidated and summarized data in a view defined by the report designer at the report design stage. Data in the analytical reports can be displayed in monthly, yearly, and quarterly views. Report can provide information from the point of view of departments, selected account classes, and other dimensions.

Here are some of the standard reports that come with the system:

  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • General Ledger Transaction Audit Reports
  • Activity by Account – Summary and Detail
  • Cash Management – Summary and Detail
  • AP/AR Balance by Account
  • AP/AR Outstanding
  • Depreciation
  • Deferred Revenue by Account/Customer
  • Service Management Appointments/Equipment History
  • Inventory Valuation/Balance
  • Goods in Transit
  • Lot/Serial Numbers

And more…

You can adjust the report settings to meet your specific informational needs. For example, you can specify sorting and filtering options and select the data by using report-specific settings such as financial period, ledger, and account. You can configure additional processing settings for each report.

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Report Designer

The Acumatica Report Designer lets users design new reports or customize predefined reports to fit their specific needs.

Acumatica Cloud ERP comes with a complete set of standard analytical reports to display consolidated and summarized data in a variety of views. Data can be displayed in monthly, yearly, and quarterly views. Reports can provide information from the point of view of departments, selected account classes, and other dimensions.

Using Acumatica’s Report Designer, users can modify standard analytical reports, create a new analytical report, and delete existing reports.

Data security is enforced so that only users and roles with sufficient privileges will have access to sensitive data in standard and custom reports.

The Analytical Report Manager is a web-based tool for creating and modifying analytical reports. Users can design and run custom analytical reports using advanced data selection criteria, data calculation rules, and customizable report layout design features. By using the Analytical Report Manager, you can:

  • Create the layout and structure of reports based on your business requirements.
  • Define data selection criteria for the report with a high level of granularity. For example, data sources can include a range of accounts, subaccounts, and financial periods.
  • Use advanced formulas to calculate values based on the information extracted from the data source.
  • Create consolidated reports based on the data from multiple data sources or other analytical reports.
  • Localize data used by a report if multilingual support of user input is enabled.

Once you save and publish reports, they become available for viewing by other users.

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Search

The Search tool in Acumatica Cloud ERP allows you to find files, forms, customer records, and help topics quickly.

Searching in Acumatica ERP gives you the ability to quickly open a form, find a file, locate a customer record, or search on a help topic. Please check the Acumatica Search results screen below:

Acumatica Search

To search on a word, name, or phrase, type the terms into the Search box. Search can provide results from several filtered sources:

  • Menu Items – Scan for specific forms or reports by name or ID.
  • Transactions and Profiles – Search for specific system records, such as customers, vendors, prospects, employee accounts, and notes attached to records.
  • Help and Support – Display search results from all guides and help topics.
  • Files – View files attached to system records.

In Acumatica ERP, the system performs a flexible search, considering all possible forms of the text string that you have entered in the Search box, and then lists the search results from the most relevant to the least relevant.

The system narrows the search results based on the access rights of the user who performs the search. If you don’t have access rights to particular data (such as vendor accounts), these objects do not appear in the search results, even though they match the search criteria. Your access rights to file attachments are determined by your rights to the entities to which the files are attached.

Powerful Benefits of Acumatica Reporting

Create Customized Reports

Generate custom reports when you need them and retrieve reports online to make better, faster, and more informed decisions. Create templates for commonly used report types.

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Role-Based Reporting

Reports can be tailored to meet the information needs of all roles in your organization so sensitive information is only shared with the individuals with appropriate access.

Multiple Reporting Formats

Produce reports using HTML, PDF, Excel, or Word formats, so they can be easily shared with others, and automate report delivery over email.

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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 of a number of dimensions that you select.

Acumatica Reporting Tools

Important Features of Acumatica Reporting

Business Reports Designer

Create visually-compelling reports including sales reports, check forms, invoices, and more. Easily design new reports or customize predefined reports with Acumatica Business Reports Designer.

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Branding

Customize reports with your own branding and images, including full control over fonts and placement of information.

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Templates

Easily create report templates by saving report parameters as a template and immediately populating reports with parameters from the template.

Reusable Filters

Leverage reusable filters to create and apply complex filters, and save them for future use.

Flexible Viewing

Toggle between parameters and views without losing changes made on the parameters view.

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Access from Acumatica Menus

Register reports created in the report designer in Acumatica so they can be accessed from Acumatica menus.

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Report Designer Preview Mode

Allows users to preview a report and switch between Design and Preview mode at any time.

Combine Reports Into a Single File

Create multiple reports and merge them into a single package before sending them as an HTML or PDF file.

Want the Power? Get the Bean.

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