Versions Compared

Old Version 24

changes.mady.by.user Joni Girardi

Saved on

compared with

New Version 71

changes.mady.by.user Joni Girardi

Saved on

Key

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

...

Excerpt

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

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 interactive examples.

Table of Contents
minLevel1
maxLevel2

...

ERP Templates by ERP

Template

Acumatica

MS Dyn BC

MS Dyn

Template

Advanced

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, 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

Click here

Download List

By ERP

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

✅

✅

✅

✅

✅

Inventory On Hand Today

✅

✅

✅

✅

✅

Inventory On Hand

Monthly

History

✅

✅

✅

✅

✅

Inventory Planning

✅

✅

✅

✅

Inventory Transactions

✅

✅

✅

✅

✅

Purchase Order

MFG: BOM

✅

✅

✅

MFG: Work Order

✅

✅

✅

Project Accounting

✅

Sales

Purchase Order

✅

✅

✅

✅

✅

✅

✅

✅

Project Accounting

Sales Invoice

✅

Sales Invoice

✅

✅

✅

✅

✅

✅

✅

✅

✅

Work Order (Prod

Sales Order

)

✅

✅

Template Version

✅

2022

✅

2018

✅

2018

✅

2021

✅

2022

✅

2018

Templates By CRM

2018

Template

2022

Acumatica

2021

Infor CRM

Advanced Deployment

Hours

Days

Days

Hours

Hours

Days

Days

Hours

Hours

Pro & Ent Deployment

Days

Weeks

Weeks

Days

Days

Weeks

Weeks

Days

Days

...

HubSpot

MS Dyn CRM

Sage CRM

Salesforce

Activity

✅

✅

✅

✅

✅

Marketing Email

✅

Opportunity

✅

✅

✅

✅

✅

✅

ERP Templates by DataSelf Edition

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

10

40+

100

800+

1

8,000+

Activity

Template list and information

Download List

AP Aging Today

✅

✅

AR Aging Today

✅

Marketing Email

✅

✅

Cash Flow Projection

Simplified

✅

✅

Opportunity

GL Transactions

✅

✅

✅

Support Case

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

✅

✅

✅

Template list and information

Click here

By CRM

Template

Acumatica CRM

Infor CRM

HubSpot

MS Dyn CRM

Sage CRM

Salesforce

Activity

✅

✅

✅

✅

✅

Marketing Email

✅

Opportunity

Inventory On Hand Today

✅

✅

✅

Inventory On Hand History

✅

✅

Inventory Planning

✅

✅

Inventory Transactions

✅

✅

Manufacturing: BOM (Bill of Materials)

 

✅

✅

Manufacturing: Work Order (Production Oder)

 

✅

✅

Project Accounting (Construction)

Simplified

✅

✅

Purchase Order

✅

✅

✅

Sales Order

✅

✅

✅

Support Case

Sales Invoice

✅

✅

✅

CRM Templates by DataSelf Edition

Template

Version

Advanced

2021

Pro

2018

2021

2018

2021

2018

Advanced Deployment

Hours

Days

Hours

Days

Hours

Days

Pro & Ent Deployment

Days

Weeks

Days

Weeks

Days

Weeks

Enterprise

Pre-configured reports & dashboards

10+

120+

1,200+

Activity

✅

✅

✅

Marketing Email

✅

✅

✅

Opportunity

✅

✅

✅

Template list and information

Download List

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

...