Analytical reports in Acumatica ERP allow users to create a variety of financial, project accounting and other reports with the Analytical Report Manager (ARM) toolkit. Reports created with ARM are different from those created with the report designer and provide summarized and aggregated data tailored into various views such as monthly, yearly or quarterly reports and information based on departments or account classes. The best part is that unlike report designers, web-based ARM toolkit doesn’t require programming skills or database knowledge to get up to speed quickly.
The user-friendly ARM also allows existing financial reports to be modified or totally new ones created with ease; allowing insight into areas like profit & loss statements, balance sheets, expense breakdowns along with many other analysis tools. Moreover, the ability to drill down into details let’s one discovers issues and trends in the system that may otherwise have gone unnoticed. With ARM’s facetted reporting technology, it can even automatically group together transactions which previously seemed unrelated providing sharp insights into an organization’s finances.
What are ARM Reports?
ARM Reports are Acumatica ERP’s built-in reporting system that allows users to quickly and easily create, modify and run custom reports. The ARM (Acumatica Report Manager) Reports gives users access to all the information stored in their Acumatica ERP database, including real-time financial information, customer data, sales history, inventory levels, and more. With ARM Reports users can build any type of report they need to gain insights into their business operations. ARM Reports provides a powerful toolset for users to customize the look and feel of their reports while also allowing them to make use of pre-defined templates for time-saving efficiency. Additionally, with ARM Reports, users can create custom dashboards containing multiple reports in one view for easy comparison and tracking of key performance indicators.
Benefits of Using ARM Reports in Acumatica ERP
Using ARM Reports in Acumatica ERP offers a wealth of benefits for users. Firstly, it enables users to quickly and easily create, modify, and run custom reports with access to all the information stored in their database. This allows users to gain deeper insights into their business operations, as well as track key performance indicators. Additionally, ARM Reports comes with a powerful toolset which allows users to customize the look and feel of their reports while also taking advantage of pre-defined templates for time-saving efficiency. Finally, ARM Reports also supports creating custom dashboards containing multiple reports in one view for easy comparison and tracking of KPIs. All these features make using ARM Reports a great way to get more out of your Acumatica ERP system.
Setting up ARM Report Designer
Setting up ARM Report Designer in Acumatica ERP is a straightforward process which can quickly be done with the help of the built-in wizard.
To get started, first launch the Report Designer from within Acumatica ERP and then select the “Create New Report” option. From here, you can choose to either start with a blank report or use one of the pre-defined templates.
Once you’ve chosen your template, you can then customize it as needed by adding additional fields, sorting data, and changing formatting options. Finally, when you’re ready to run your report, simply click “Run” to generate it. With ARM Report Designer, creating custom reports in Acumatica ERP has never been easier!
Ready to Get Started with your Own Reports? Follow these 4 Steps!
- Install the Toolkit
The Acumatica Report Management Toolkit is an invaluable tool for those looking to create custom reports in Acumatica ERP. Installing the Toolkit is a relatively simple process and can be done quickly with just a few clicks.
First, head over to the Acumatica website and download the Toolkit file. Once downloaded, simply double-click it to begin the installation process. During this process, you will be prompted to accept the terms of service and then specify where you would like the Toolkit files to be installed. After following these steps, the installation should complete automatically, and your new report designer will be ready for use!
With the help of this easy-to-use tool, creating custom reports in Acumatica ERP has never been simpler.
- Create a New Report
Creating a new report in Acumatica ERP is simple with the help of the Acumatica Report Management Toolkit.
To get started, go to the Reports tab and select New. This will open a blank report which you can begin to customize. From here, you can drag-and-drop fields from your data sources into the designer interface to create your report layout. Once you have your desired layout set up, click on the Parameters tab to specify any desired filters for the report such as date ranges or customer types. Finally, click Save to save your new report and it will be ready for use! With these few simple steps, you can easily create custom reports in Acumatica ERP that are tailored specifically to your organization’s needs.
- Add Columns and Calculations to a Report
Adding columns and calculations to a report in Acumatica ERP is a breeze thanks to the Report Management Toolkit. To add a column, simply drag and drop the desired field from your data source into the report designer interface. You can also choose whether or not to include subtotals and grand totals for each column as well as create custom calculations such as averages or sums of multiple fields. To create these calculations, simply select the calculation option from the designer ribbon menu and enter in your formula. Once you have finished setting up your report layout, click save to save your changes! With these simple steps, you can easily customize any existing reports or create new ones tailored specifically to your organization’s needs.
- Customize Report Layout and Design
Customizing the layout and design of a report in Acumatica ERP is easy and intuitive. The Report Management Toolkit provides users with an extensive library of tools and capabilities to ensure that their reports are exactly what they need. Users can choose from a variety of pre-built layouts or create their own custom designs from scratch. Additionally, users can easily customize fonts, colors, and other elements to provide just the right look for their report. For those who want to go further, the toolkit also supports data visualization elements such as charts and graphs to make it easier for users to understand the data behind their reports. With these powerful tools at your disposal, it’s easy to get just the look you need for any report!
Do you need help creating Acumatica ARM reports or do you want to get some hands-on training to make your own? Gale Force Consulting Partners has the reporting expertise you need.
Contact us and we can help with your reports.