Acumatica ERP · Analytics & Reporting

Acumatica Analytics and Reporting

Acumatica brings financial and operational data together through reports, dashboards, KPIs, inquiries, and analysis tools.

Milestone helps configure reporting around what your business needs to see.

The Reporting Challenge

Get Answers Without Rebuilding the Numbers

  • Data lives in too many places
  • Teams work from different versions
  • Reporting takes too much manual effort

Acumatica brings financial and operational information into a shared ERP, helping reduce repeated exports, spreadsheet work, and manual reporting steps.

Reporting Capabilities

What You Can See in Acumatica

Financial Reporting

Financial statements and management reports by company, group, or branch.

Dashboards & KPIs

Role-based charts, KPIs, and goals with drilldowns to transactions.

Operational Reporting

Inquiries, pivots, and filters across sales, inventory, projects, and purchasing.

AI-Assisted Analysis

Ask about balances and trends, with answers as text, charts, or tables.

Available capabilities depend on your Acumatica version, enabled features, configuration, and connected applications.

Connected Data

From Daily Activity to Business Visibility

Reports draw on the same records your teams use every day.

FinancialsSalesInventoryProjectsOperations
Acumatica
ReportsDashboardsKPIsInquiriesAI-Assisted Analysis
Better Visibility Across the Business

Tools

Reporting Tools and Analysis Options

ARM Financial ReportingBuild financial statements and management reports from general ledger data.
Generic InquiriesCreate custom views of ERP data with filters, sorting, and links to source records.
DashboardsCombine charts, tables, and KPIs into role-based views.
Business Report DesignerCreate formatted reports and printed documents.
Pivot and Grouped ViewsSummarize inquiry results on screen.
Excel and Power BIExport to Excel or connect Power BI for deeper analysis.
Scheduled ReportsSend reports automatically on a set schedule.
Role-Based SecurityControl who sees each report and dashboard.

Milestone’s Role

Reporting That Fits Your Business

Acumatica provides the tools. The value comes from deciding what to measure and structuring the data to support it. Milestone works with your team to define the reports, KPIs, and dashboards you rely on, then configures the data, reports, and permissions around them.

Reporting structures aligned to your financial setup
Financial statements built around your reporting needs
Dashboards and inquiries organized by role
Permissions aligned with who should see what

Start With Your Financial Structure

See the general ledger and subaccount setup behind your reports.

Explore Financial Management