Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page is under construction.

...

Excerpt

A summary of the report and dashboard templates available. Also known as OOTB (out-of-the-box) templates

ERP and DataSelf Analytics Editions

...

Template

...

Advanced

...

Pro

...

Enterprise

...

Pre-configured reports & dashboards

...

Dozens

...

Hundreds

...

Thousands

...

Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.

ERP Templates by ERP

Template

Acuma
tica
MS Dyn
BC
MS Dyn
GP
Net
Suite
Quick
books
Sage
100
Sage
300
Sage
500
Sage
X3
Sage Intacct

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

History

Inventory Planning

Simplified

Inventory Transactions

Open PO Today

MFG: BOM

Open SO Today

MFG: Work Order

Project Accounting

(Construction)

Purchase Order

Sales Invoice

Work Order (Production Order)

Sales Order

Template list and information

Click here

...

Templates By CRM

Template

Acumatica

Infor CRM

NetSuite

Sage 100

HubSpot

MS Dyn CRM

Sage

300

CRM

Sage X3

Salesforce

Sage Intacct

AP Aging Today

Activity

Marketing Email

AR Aging Today

Opportunity

BOM Bill of Materials

GL Transactions

GL Financials

ERP Templates by DataSelf Edition

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

40+

800+

8,000+

Template list and information

Download List

AP Aging Today

Inventory On Hand

AR Aging Today

Inventory On Hand Monthly

Cash Flow Projection

Simplified

GL Transactions

Inventory Planning

GL Financials (P&L, B/S, Budget, Trial Balance)

Inventory

Transactions

On Hand Today

Inventory On Hand History

Open PO Today

Inventory Planning

Inventory Transactions

Open SO Today

Manufacturing: BOM (Bill of Materials)

 

Manufacturing: Work Order (Production Oder)

 

Project Accounting (Construction)

Simplified

Sales Invoice

Purchase Order

Sales Order

Work Order (Production Order)

Sales Invoice

CRM

...

Templates by DataSelf

...

Edition

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

10+

100

120+

1,

000

200+

Activity

Marketing Email

Opportunity

Support Case

Template

Acumatica CRM

Infor CRM

HubSpot

Sage CRM

Salesforce

Activity

Marketing Email

Opportunity

Support Case

Template list and information

Click here

By CRM

Keywords: out of the box templates, mappings, ETL+, data warehouse, Tableau, Power BI, ERP, CRM.