Report and Dashboard Templates
This page is under construction.
The following is a summary of report and dashboard templates available.
ERP and DataSelf Analytics Editions
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 |
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By ERP
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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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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CRM and DataSelf Analytics Editions
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 |
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By CRM
Activity |
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Marketing Email |
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Opportunity |
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Support Case |
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