Acumatica Reporting

Overview

  • Acumatica Cloud ERP offers two powerful yet simple to use reporting tools, and a tool to export data to Microsoft PowerBI:

    • The Analytical Reporting Management (ARM) tool that lets you grab any General Ledger account and sub account data, and display that GL data in columns and rows. The existing reports such as Profit and Loss, Balance Sheet, Trial Balance, AR and AP report were build using the ARM tool. You can copy those existing reports and modify them. The ARM tool is also used to build  project accounting reports.

    • The Report Designer tool lets you grab all Acumatica Cloud ERP data, such as Customers,  Sales Orders (SO),  Vendors, Purchase Orders (PO), Inventory data,, etc. The CRM suite, Distribution suite and other applications have already plenty of reports built with the Report Designer too. You can copy them, and modify them. Or you can create new ones.

    • O'Data and PowerBI enables you to export data to a Microsoft report writer in the cloud, that can be shared with other people.

The video (5 mins, 2018) below gives you an overview of the financial reports (using ARM), the standard reports (Report Designer), Generic Inquiries and Pivoting.

The Analytical Reporting Management (ARM) tool

  • ​The Analytical Reporting Management (ARM) tool that lets you grab any General Ledger account and subaccount data, and display that GL data in columns and rows. The existing reports such as Profit and Loss, Balance Sheet, Trial Balance, AR and AP report were build using the ARM tool. You can copy those existing reports and modify them.

The video (3 mins, 2016) below shows some financial reports already built with ARM, and available to you out of the box

The video (45 mins, 2017) below shows in session one how to build financial reports.

The Report Designer tool

  • ​The Report Designer tool lets you grab all Acumatica Cloud ERP data, such as Customers,  Sales Orders (SO),  Vendors, Purchase Orders (PO), Inventory data, project data, etc. The CRM suite, Distribution suite and other applications have already plenty of reports build with the Report Designer too. You can copy them, and modify them. Or you can create new ones.​

  • Video (5:30 mins)

Pivot Tables

  • ​The Report Designer tool enables you to see data in 2 or more dimensions. If you want to add a dimension, you can use pivoting. For instance you have made a report to show over time (past months = columns) the invoiced amounts for each item (=row). However you want to see those invoice amounts also by customer. Pivoting will enable you to do that on the fly by dragging and dropping the customer field onto the report

  • The video on top of this page starting at 4min 35 secs  will show you this. 

O'Data and PowerBI

MIcrosoft offers a tool called PowerBI, that enables your company to export data from a database or Excel file via O'Data (a data repository database of Microsoft in the cloud) to PowerBI (a web based reporting tool of Microsoft in the cloud). SInce that data is in the cloud, it can be shared with anybody with whom you want to share it. 

You can also pull in data from other data sources such as other application data (eg. google analytics about number of visits by customer to your e-commerce site, demand forecasts by item in an Excel sheet, etc.), and combine that data with the Acumatica ERP data.

You can ask PowerBI to give for instance the invoice amount of all customers which were invoiced more than $250K in the Q3, 2018 in CA, AZ and WA. 

If you want to learn PowerBi in detail, you can visit the website of TimRodman.com , more specifically https://www.timrodman.com/what-is-power-bi/

The video (5 mins, 2018) below will illustrate this. 

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