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Reporting, Dashboards, and Data Analysis Toolkit

Gain greater insights into your organization and accelerate decision making with reporting tools that deliver customized views of your business through personalized dashboards, so you can analyze trends in real time.
  • Single version of the truth
  • Multi-dimensional reporting
  • Security by role
  • Custom reports and personalized dashboards
  • Multiple display options

The insights you need to drive decisions

You need your ERP solution to deliver the information you need, in an intuitive format, so you can make sound decisions about the business or react to competitive market challenges.

Acumatica Cloud ERP system offers a collection of reporting and analytic resources that go far beyond balance sheet and cash flow statements, enabling you to see the health of your company at-a-glance and quickly spot good or bad trends. Each Acumatica module and suite comes with a full set of essential reports that can be used out-of-the-box to access real-time data from the system. Easily modify reports, and create new reports quickly, using Acumatica’s Report Designer.

Total Visibilty
Flexible Reporting
Enterprise Grade Security
Total Visibilty

Single version of the truth

Acumatica ERP uses the same database for Finances, Manufacturing, Distribution, CRM, and more. View data across the enterprise, or view by business entity, customer account, vendor, and more. All data is displayed in real time. Every member of the team shows up at meetings with the same data.

Multi-dimensional reporting

Use subaccounts with segmented keys to break down information into smaller facets to view items by price, color, size, store location, or any number of dimensions that you select.

Multiple display options

Display data in a variety of formats:

  • Generate reports for key staff
  • Create visual dashboards for at-a-glance views of essential KPIs
  • Export data to Excel files
  • Make data available to external analysis tools, such as Power BI
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Total Visibilty
Flexible Reporting

Create customized reports

Generate custom reports when you need them and retrieve reports online to make better, faster, and more informed decisions. Create templates for commonly used report types.

Role-based reporting

Reports can be tailored to meet the information needs of all roles in your organization so sensitive information is only shared with the individuals who have appropriate access.

Multiple reporting formats

Produce reports using HTML, PDF, Excel, or Word formats, so they can be easily shared with others, and automate report delivery over email.

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Flexible Reporting
Enterprise Grade Security

Security by role

Manage all ERP data security from a single location inside Acumatica. Use online reporting to avoid relying on printed reports that pose a security risk if vital information leaves your premises.

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Enterprise Grade Security

Acumatica Reporting, Dashboards & BI – Key Features

Business Reports Designer

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


Customize reports with your own branding and images, including full control over fonts and placement of information.


Easily create report templates by saving report parameters as a template and immediately populating reports with parameters from the template.

Ad Hoc Filters

Apply ad hoc filters to entry forms and on report forms to display only the data you need at that moment.

Reusable Filters

Leverage reusable filters to create and apply complex filters, and save them for future use.

Flexible Viewing

Toggle between parameters and views without losing changes made on the parameters view.

Access from Acumatica menus

Register reports created in the report designer in Acumatica so they can be accessed from Acumatica menus.

Report Designer preview mode

Allows users to preview a report and switch between Design and Preview mode at any time.

Combine reports into a single file

Create multiple reports and merge them into a single package before sending them as an HTML or PDF file.

Cloud solutions built to industry specifications

See how Acumatica Industry Editions address the unique needs and processes of rapid-growth sectors:
Successful residential and commercial contractors face a variety of industry and competitive challenges. The combination of project control and construction…
Distributors of any size face many of the same global challenges, but also have unique needs for their individual markets.…
ERP and CRM working together to support all major business areas in most manufacturing modes. Flexible manufacturing planning and shop…
Multi-channel retail and eCommerce software solution for small and midsized companies that improves the in-store experience and automates how online…
Service Industries
Service Industries
Whether you specialize in long-term, complex projects or short turnaround jobs, you succeed by acquiring and maintaining clients while ensuring…
General Business
General Business
Companies in all industries have realized the value of ERP+CRM working together for companywide automation and information. Cloud ERP maximizes…

From Our Customers

"Acumatica provided an accounting solution that allowed us to streamline operations, eliminate accounting costs, and process orders faster."
DDB Unlimited Employee
DDB Unlimited
"Carrying a multi-million dollar inventory, you’ve got to have good controls for that … With the new controls that Acumatica has in place, our inventory is much more accurate."
Roger Collins, CFO

Ready to see it in action?

Get a free consultation with an ERP specialist, and see how Acumatica’s built-in reporting and business intelligence tools can streamline reporting and give you the insights you need to accelerate business growth.