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Report and Dashboard Templates

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The following is a summary of report and dashboard templates available.

ERP and DataSelf Analytics Editions

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, 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

Click here

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

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

10

100+

1,000+

Activity

✅

✅

✅

Marketing Email

✅

✅

✅

Opportunity

✅

✅

✅

Support Case

✅

✅

Template list and information

Click here

By CRM

Template

Acumatica CRM

Infor CRM

HubSpot

Sage CRM

Salesforce

Activity

✅

✅

✅

✅

✅

Marketing Email

✅

Opportunity

✅

✅

✅

✅

✅

Support Case

✅

✅

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