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A summary of the report and dashboard templates available. Also known as OOTB (out-of-the-box) templates |
ERP and DataSelf Analytics Editions
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Template
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Pro
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Enterprise
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Pre-configured reports & dashboards
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Dozens
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Hundreds
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Thousands
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Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
ERP Templates by ERP
Template | Acuma | MS Dyn | MS Dyn | Net | Quick | Sage | Sage | Sage | Sage | Sage Intacct |
|---|---|---|---|---|---|---|---|---|---|---|
AP Aging Today | ✅ | ✅ | ✅ | ✅ | ✅ | |||||
AR Aging Today | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
✅ | ✅ | ✅ | ||||||||
GL Transactions | ✅ | ✅ | ✅ | ✅ | ||||||
GL Financials |
✅ | ✅ | ✅ | ✅ | ✅ | ||||||
Inventory On Hand Today | ✅ | ✅ | ✅ | ✅ | ✅ | |||||
✅ | ✅ | ✅ | ✅ | ✅ | ||||||
✅ |
✅ | ✅ | ✅ | |||||||
Inventory Transactions | ✅ | ✅ | ✅ | ✅ | ✅ |
MFG: BOM | ✅ | ✅ | ✅ |
MFG: Work Order | ✅ | ✅ | ✅ | |||||||
Project Accounting |
✅ | ||||||||||
Purchase Order | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ||
Sales Invoice | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Sales Order | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Template list and information
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✅ | ✅ |
Templates By CRM
Template |
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NetSuite
Sage 100
Sage 300
Sage X3
Sage Intacct
Infor CRM | HubSpot | MS Dyn CRM | Sage CRM | Salesforce | ||
|---|---|---|---|---|---|---|
Activity | ✅ | ✅ | ✅ | ✅ | ✅ | |
Marketing Email | ✅ | |||||
Opportunity | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
ERP Templates by DataSelf Edition
Template | Pro | Enterprise | |
|---|---|---|---|
Pre-configured reports & dashboards | 40+ | 800+ | 8,000+ |
Template list and information | |||
AP Aging Today | ✅ | ✅ | |
AR Aging Today | ✅ | ✅ | ✅ |
Cash Flow Projection | Simplified | ✅ | ✅ |
GL Transactions |
✅ | ✅ | ✅ | |
GL Financials |
(P&L, B/S, Budget, Trial Balance) | ✅ | ✅ | ✅ |
Inventory On Hand Today |
✅ | ✅ | ✅ | |
✅
✅ | ✅ | ||
✅ | ✅ |
✅
✅
Inventory Transactions | ✅ | ✅ | |
Manufacturing: BOM (Bill of Materials) |
| ✅ | ✅ |
Open PO Today
Manufacturing: Work Order (Production Oder) |
| ✅ | ✅ |
✅
Project Accounting (Construction) | Simplified | ✅ | ✅ |
Purchase Order | ✅ | ✅ |
✅ | |
Sales |
Order | ✅ | ✅ | ✅ |
Sales Invoice | ✅ |
✅ | ✅ |
CRM
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Templates by DataSelf
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Edition
Template | Pro | Enterprise | |
|---|---|---|---|
Pre-configured reports & dashboards | 10+ |
120+ | 1, |
200+ | |||
Activity | ✅ | ✅ | ✅ |
Marketing Email | ✅ | ✅ | ✅ |
Opportunity |
✅
✅ |
Template
Acumatica CRM
Infor CRM
HubSpot
Sage CRM
Salesforce
Activity
✅
✅
✅
✅
✅
Marketing Email
✅
Opportunity
✅
✅
✅
✅
✅
Support Case
✅
✅ | ✅ | |
Template list and information |
By CRM
Keywords: out of the box templates, mappings, ETL+, data warehouse, Tableau, Power BI, ERP, CRM.