This page is under construction.
The following is a summary of report and dashboard templates available.
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 | NetSuite | Sage 100 | Sage 300 | 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 | ✅ | ✅ | ✅ | ✅ | ||
Open PO Today | ✅ | ✅ | ✅ | ✅ | ||
Open SO Today | ✅ | ✅ | ✅ | ✅ | ✅ | |
Project Accounting (Construction) | ✅ | |||||
Sales Invoice | ✅ | ✅ | ✅ | ✅ | ✅ | |
Work Order (Production Order) | ✅ | ✅ |
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 | Sage CRM | Salesforce |
---|---|---|---|---|---|
Activity | ✅ | ✅ | ✅ | ✅ | ✅ |
Marketing Email | ✅ | ||||
Opportunity | ✅ | ✅ | ✅ | ✅ | ✅ |
Support Case | ✅ | ✅ |