Overview of Reporting

MYOB Acumatica provides reporting tools to deliver customized business intelligence to everybody in your organization. By using MYOB Acumatica reporting tools, you can develop new reports or modify existing ones, which can be delivered online, converted to PDF, or delivered by email. Reporting tools can be made available to users of the instance, and their access can be limited if necessary. You can distribute generic inquiries, reports, advanced filters, access rights to these objects, and analytical reports as a part of a customization project. For more information, see Customization Project.

MYOB Acumatica offers a collection of reporting and analytic resources to make your job easier and more productive. By using the tools provided by MYOB Acumatica, you can work with important data presented in the most beneficial format to make decisions about your business or react to competitive market challenges. Reporting goes beyond the balance sheet and cash flow statements. To get the full benefits of your business processes, MYOB Acumatica reporting tools make it possible to spot good and bad trends quickly, so that you can take action right away.

The reporting toolkit includes generic inquiries, pivot tables, advanced filters, dashboards, Power BI pages, analytical reports, and the MYOB Acumatica Report Designer.

Generic Inquiries

You can create generic inquiries to get the information you want to view from the MYOB Acumatica database.

Tip:

We recommend that you obtain a basic knowledge of SQL (a standard language for storing, manipulating, and retrieving data in databases) to understand how the inquiries retrieve the data.

You can view on the fly how each inquiry looks, and you can test its functionality by selecting parameters and viewing the results. Additionally, you can use generic inquiries to expose data from MYOB Acumatica to OData clients, such as Microsoft Power BI and Microsoft Excel. For more information, see Managing Generic Inquiries.

Advanced Filters

You can create advanced filters for processing, inquiry and generic inquiry forms. Once you create an advanced filter for a particular form, it is shown as a tab on the form, both in the current user session and during future user sessions. For more information, see Managing Advanced Filters.

Pivot Tables

In MYOB Acumatica, you can build pivot tables based on the data from generic inquiries. A pivot table is a data tool that you can use to summarize, sort, reorganize, group, count total or average data in a generic inquiry to view it from different perspectives. You can set up and change the pivot table structure by dragging fields to the panes. For more information, see Managing Pivot Tables.

Dashboards

Dashboards are an important and convenient tool for monitoring and analyzing critical business information. Dashboards display widgets, such as charts, data tables, embedded pages, Power BI tiles, key performance indicators (KPIs), trend card KPIs, and wiki pages.

You can customize dashboards so that users can view important information and quickly access further details. On the Dashboards (SM208600) form, you can add dashboards, specify their locations in the site map, and set up access rights. For more information, see Administering Dashboard Forms.

Power BI Pages

In MYOB Acumatica, you can build external applications into the product. For example, you can build Microsoft Power BI reports into MYOB Acumatica to be displayed as MYOB Acumatica forms. For more information, see Managing Power BI Integration

Analytical Reports

Analytical reports in MYOB Acumatica can be created with the Analytical Report Manager (ARM) toolkit. Reports that are constructed with this toolkit are called ARM reports to distinguish them from the reports created in the MYOB Acumatica Report Designer.

The Analytical Report Manager toolkit gives you the ability to create financial reports that retrieve the amounts posted to particular General Ledger accounts and subaccounts. You can use the ARM toolkit rather than the MYOB Acumatica Report Designer to create financial reports that display data that is posted to general ledger accounts. The ARM toolkit can also be used to create project accounting reports that display project accounting data. For more information, see Managing Analytical Reports.

Report Designer

MYOB Acumatica Report Designer provides visual tools that you can use to design custom reports. With the MYOB Acumatica Report Designer, you can select data for a report, calculate required values based on the selected data, and customize a report layout. For more information, see MYOB Acumatica Report Designer Guide.