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

Template

Pro

Enterprise

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

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

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

Template

Acumatica CRM

Infor CRM

HubSpot

Sage CRM

Salesforce

Activity

Marketing Email

 

 

 

 

Opportunity

Support Case