Reporting and Dashboards Module for Acumatica Cloud ERP


Acumatica's Reporting and Dashboards Module allows you to accelerate your decision making by providing reporting tools that deliver customized views of your business overall, as well as focused views of departments and their functions.

These reporting tools and dashboards allow you to monitor current financial, operational, and organizational information.

Key Features

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Important Features of the Reporting and Dashboards Module

Business Reports Designer
Create visually-compelling reports including sales reports, check forms, invoices, and many more. Easily design new reports or customize predefined reports with Acumatica Business Reports Designer.

Customizable by Users
Reports and dashboards are completely customizable by non-technical users.

Drilldown Reporting
Access greater levels of detail with the ability to drill-down into reports and trace date back to the original entry or document.

Inquiries for Quick Views
Quickly access information through on-screen inquiries - no need to configure or download a report.

Interactive Report Viewing
Enhance report value with an interactive experience that includes clickable results that can be modified to provide different views.

Report Scheduling
Schedule reports to run at predetermined frequency with automated report distribution.

Apply ad-hoc filters to display only the data you need at that moment. Leverage (reusable) saved filters to create and modify complex selections.

Microsoft Excel Integration
Export inquiries to Excel. Every refresh in Excel updates to the latest data from Acumatica.


For more information, contact us or download the
Customer Self-Service Portal PDF spec sheet.


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