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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 | | | | | |