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Getting started with Acumatica ARM reports in 4 Easy Steps

Getting started with Acumatica ARM reports in 4 Easy Steps

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!
  1. 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.

  1. 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.

  1. 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.

  1. 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.

 

Maximize Efficiency with Customizable Report Templates for Dynamics SL

Maximize Efficiency with Customizable Report Templates for Dynamics SL

Microsoft Dynamics SL allows you to create templates for reports, which can help streamline the report creation process saving you time, making reporting easier, and ensures consistency and accuracy in your report formats. Businesses that use templates for financial reports in Microsoft Dynamics SL improve their financial reporting processes. 

Some examples of report templates that can be created in Microsoft Dynamics SL include: 

Financial statements: 

  • Balance sheet: A report that summarizes a company’s assets, liabilities, and equity at a specific point in time. 
  • Income statement: A report that summarizes a company’s revenue and expenses over a specified period of time, typically a month or a year. 
  • Cash flow statement: A report that tracks the movement of cash into and out of a company, providing information on cash inflows from operations, investments, and financing, and cash outflows for operations, investments, and financing.

  • Sales by customer: A report that displays sales data broken down by customer, providing insights into the performance of individual customers.
  • Sales by product: A report that displays sales data broken down by product, providing insights into the performance of individual products.
  • Sales by region: A report that displays sales data broken down by geographical region, providing insights into regional sales trends.

Purchasing reports:

  • Purchases by vendor: A report that displays purchasing data broken down by vendor, providing insights into the performance of individual vendors.
  • Purchase order history: A report that tracks all purchase orders for a specified time period, including information on the vendor, items ordered, and amounts paid.

Inventory reports:

  • Inventory valuation: A report that displays the value of a company’s inventory, including information on the quantity, cost, and value of each item in stock.
  • Inventory by location: A report that displays inventory data broken down by location, providing insights into the distribution of inventory across different sites.

Project reports:

  • Project cost analysis: A report that displays the costs associated with a project, including information on labor, materials, and overhead expenses.
  • Project billing: A report that displays project billing information, including the total amount billed, the amount paid, and the amount outstanding.
  • Project profitability: A report that displays the profitability of a project, including information on revenue, costs, and profits.

Payroll reports:

  • Employee earnings history: A report that displays a summary of an employee’s earnings history, including information on salary, bonuses, and benefits.
  • Employee tax liabilities: A report that displays the amount of taxes withheld from an employee’s paychecks, including information on federal, state, and local taxes.

Job cost reports:

  • Job cost analysis: A report that displays the costs associated with a job, including information on labor, materials, and overhead expenses.
  • Job cost to complete: A report that displays the estimated cost to complete a job, based on current expenses and projected expenses for remaining tasks.

How to Create a Report Template in Dynamics SL

No matter your industry or department, using templates will help you look good and save you time.  Here are the general steps, using the report writer tool, to create a template in Dynamics SL:

  1. Open the Report Writer tool in Microsoft Dynamics SL.
  2. Select the report that you want to use as a template.
  3. Make any necessary modifications to the report, such as changing the format, adding custom fields, or modifying the layout.
  4. Click on the Save Template button. The Save Template (98.600.01) screen should appear, and you will see the existing template id and description.
  5. Enter a new Template ID, type out a Description, and then click OK.

  1. Save the report as a template.
  2. The new template is now saved and ready to be used.
  3. To use the template for future reports, select the template when creating a new report.

Note: The specific steps for creating and using a template may vary based on the version of Microsoft Dynamics SL you are using.

Do you have questions or need assistance with Microsoft Dynamics SL?  From upgrades, development, report writing, licenses, or training, we have the experts on hand to help you.

Contact Us Today!