The following is a summary of report and dashboard templates available. Please contact DataSelf to discuss how these templates and infromation should apply to your specific business and needs.
Template | Pro | Enterprise | |
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Pre-configured reports & dashboards | Dozens | Hundreds | Thousands |
AP Aging Today |
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AR Aging Today |
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BOM Bill of Materials |
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GL Transactions |
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GL Financials (P&L, B/S, Cash Flow) |
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Inventory On Hand Today |
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Inventory On Hand Monthly |
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Inventory Planning | Simplified |
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Inventory Transactions |
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Open PO Today |
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Open SO Today |
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Project Accounting (Construction) |
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Sales Invoice |
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Work Order (Production Order) |
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Template list and information |
Template | Acumatica | MS Dyn BC | MS Dyn GP | NetSuite | Sage 100 | Sage 300 | Sage 500 | Sage X3 | Sage Intacct |
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AP Aging Today |
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AR Aging Today |
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BOM Bill of Materials |
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GL Transactions |
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GL Financials |
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Inventory On Hand Today |
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Inventory On Hand Monthly |
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Inventory Planning |
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Inventory Transactions |
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Purchase Order |
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Sales Order |
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Project Accounting |
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Sales Invoice |
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Work Order (Prod Order) |
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Template Version | 2021 | 2018 | 2018 | 2021 | 2021 | 2018 | 2018 | 2021 | 2021 |
Advanced Deployment | Hours | Days | Days | Hours | Hours | Days | Days | Hours | Hours |
Pro & Ent Deployment | Days | Weeks | Weeks | Days | Days | Weeks | Weeks | Days | Days |
Template | Pro | Enterprise | |
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Pre-configured reports & dashboards | 10+ | 100+ | 1,000+ |
Activity |
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Marketing Email |
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Opportunity |
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Support Case |
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Template list and information |
Template | Acumatica CRM | Infor CRM | HubSpot | MS Dyn CRM | Sage CRM | Salesforce |
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Activity |
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Marketing Email |
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Opportunity |
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Support Case |
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Template Version | 2021 | 2018 | 2021 | 2018 | 2021 | 2018 |
Advanced Deployment | Hours | Days | Hours | Days | Hours | Days |
Pro & Ent Deployment | Days | Weeks | Days | Weeks | Days | Weeks |