The following is a summary of report and dashboard templates available. Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
See KPIs, Reports & Dashboards for more details and Report and Dashboard Demo for interactive examples.
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Template | Pro | Enterprise | ||||
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Pre-configured reports & dashboards | Dozens | Hundreds | Thousands | |||
Template list and information | ||||||
AP Aging Today | ✅ | ✅ | ✅ | |||
AR Aging Today | ✅ | ✅ | ✅ | |||
BOM Bill of Materials | ✅ | ✅ | ||||
GL Transactions | ✅ | ✅ | ✅ | |||
GL Financials (P&L, B/S, Budget, Trial Balance) | ✅ | ✅ | ✅ | |||
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 | Net | 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 | 2022 | 20182018 | 2022 | 2021 | 2022 | 2018 | 2018 | 2022 | 20212022 |
Advanced Deployment | Hours | Days | Days | Hours | Hours | Days | Days | HoursHours | Days |
Pro & Ent Deployment | Days | Weeks | Weeks | Days | Days | Weeks | Weeks | Days | Days |
...
Template | Pro | Enterprise | |
|---|---|---|---|
Pre-configured reports & dashboards | 1050+ | 100500+ | 15,000+ |
Activity | ✅ | ✅ | ✅ |
Marketing Email | ✅ | ✅ | ✅ |
Opportunity | ✅ | ✅ | ✅ |
Support Case | ✅ | ✅ | |
Template list and information Click here | |||
By CRM
Template | Acumatica CRM | Infor CRM | HubSpot | MS Dyn CRM | Sage CRM | Salesforce |
|---|---|---|---|---|---|---|
Activity | ✅ | ✅ | ✅ | ✅ | ✅ | |
Marketing Email | ✅ | |||||
Opportunity | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Support Case | ✅ | ✅ | ||||
Template Version | 20212022 | 2018 | 2021 | 2018 | 2021 | 2018 |
Advanced Deployment | Hours | Days | Hours | Days | Hours | Days |
Pro & Ent Deployment | Days | Weeks | Days | Weeks | Days | Weeks |
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