This page is under construction.
The following is a summary of report and dashboard templates available. Please contact DataSelf to discuss how these templates and infromation should apply to your specific business and needs.
ERP and DataSelf Analytics Editions
Template | Pro | Enterprise | |
|---|---|---|---|
Pre-configured reports & dashboards | Dozens | Hundreds | Thousands |
AP Aging Today | ✅ | ✅ | ✅ |
AR Aging Today | ✅ | ✅ | ✅ |
BOM Bill of Materials | ✅ | ✅ | |
GL Transactions | ✅ | ✅ | ✅ |
GL Financials (P&L, B/S, Cash Flow) | ✅ | ✅ | |
Inventory On Hand Today | ✅ | ✅ | ✅ |
Inventory On Hand Monthly | ✅ | ✅ | |
Inventory Planning | Simplified | ✅ | ✅ |
Inventory Transactions | ✅ | ✅ | ✅ |
Open PO Today | ✅ | ✅ | ✅ |
Open SO Today | ✅ | ✅ | ✅ |
Project Accounting (Construction) | ✅ | ✅ | ✅ |
Sales Invoice | ✅ | ✅ | ✅ |
Work Order (Production Order) | ✅ | ✅ | |
Template list and information |
By ERP
Template | Acumatica | MS Dyn BC | MS Dyn GP | NetSuite | Sage 100 | Sage 300 | Sage 500 | Sage X3 | Sage Intacct |
|---|---|---|---|---|---|---|---|---|---|
AP Aging Today | ✅ | ✅ | ✅ | ✅ | ✅ | ||||
AR Aging Today | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
BOM Bill of Materials | ✅ | ✅ | |||||||
GL Transactions | ✅ | ✅ | ✅ | ✅ | |||||
GL Financials | ✅ | ✅ | ✅ | ✅ | |||||
Inventory On Hand Today | ✅ | ✅ | ✅ | ✅ | ✅ | ||||
Inventory On Hand Monthly | ✅ | ✅ | ✅ | ✅ | ✅ | ||||
Inventory Planning | ✅ | ✅ | ✅ | ✅ | |||||
Inventory Transactions | ✅ | ✅ | ✅ | ✅ | ✅ |
Purchase Order | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Sales Order | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Project Accounting |
✅ | |||||||||
Sales Invoice | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Work Order ( |
Prod Order) | ✅ | ✅ | |||||||
Template Version | 2021 | 2018 | 2018 | 2021 | 2021 | 2018 | 2018 | 2021 | 2021 |
Advanced Deployment | Hours | Days | Days | Hours | Hours | Days | Days | Hours | Hours |
Pro & Ent Deployment | Days | Weeks | Weeks | Days | Days | Weeks | Weeks | Days | Days |
CRM and DataSelf Analytics Editions
Template | Pro | Enterprise | |
|---|---|---|---|
Pre-configured reports & dashboards | 10+ | 100+ | 1,000+ |
Activity | ✅ | ✅ | ✅ |
Marketing Email | ✅ | ✅ | ✅ |
Opportunity | ✅ | ✅ | ✅ |
Support Case | ✅ | ✅ | |
Template list and information |
By CRM
Template | Acumatica CRM | Infor CRM | HubSpot | MS Dyn CRM | Sage CRM | Salesforce |
|---|---|---|---|---|---|---|
Activity | ✅ | ✅ | ✅ | ✅ | ✅ | |
Marketing Email | ✅ | |||||
Opportunity | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Support Case | ✅ | ✅ | ||||
Template Version | 2021 | 2018 | 2021 | 2018 | 2021 | 2018 |
Advanced Deployment | Hours | Days | Hours | Days | Hours | Days |
Pro & Ent Deployment | Days | Weeks | Days | Weeks | Days | Weeks |