Finance report with calculator

Many people looking for an ERP (Enterprise Resource Planning) business solution will be looking for better reporting capability and increased visibility of business data. 

Whether you are an existing Epicor ERP 9/10 user or you are researching potential ERP solutions on behalf of your organisation, you can rest assured that Epicor is a best in class ERP system with well-developed reporting capability. 

In this blog we will look at how you can get the most out of your Epicor ERP software using standard reporting functions followed by a quick run through of some carefully selected add-ons that can enhance and complement the reporting functionality available within Epicor.  

 

Using Dashboards and BAQs for real-time reporting

 

Dashboards  

Dashboards provide you with real-time data in a visual format that can be viewed on any chosen device. 

Within Epicor, there are a range of standard dashboards available to individual users and user-groups, but Epicor also allows you to create dashboards that are tailored to your individual needs with the help of Business Activity Queries or BAQs.

 

BAQs 

Business Activity Queries, commonly referred to as BAQs, allow you to create bespoke dashboards based on the information that is most relevant to your business – allowing you to view information in a format that is suitable for you. 

While Epicor users can generate basic queries themselves, if your data needs are more complex, you may require a team member with greater technical knowledge, or even an Epicor expert, to write the BAQs you want.

 

What are the benefits?

  • Give different roles and business functions access to real-time data so quicker decisions can be made 
  • With the support of BAQs, your organisation can create personalised dashboards for different roles and business functions 
  • Get an instant, real-time view of the data without the need to print a report
  • Improves visibility for remote and mobile workers with mobile and tablet-friendly dashboards 

Want to learn more about Dashboards and BAQs? Click here.

 

Microsoft SQL Server Reporting Services (SSRS)  

SQL Server Reporting Services (SSRS) in Epicor ERP 10 provides a more flexible solution to the Crystal Reports that Epicor 9 users will be familiar with. 

SSRS within Epicor has a familiar feel for first-time users as it is based on the Microsoft Office interface, giving staff access to highly intuitive and detailed on-demand or scheduled reporting.

Epicor 10 also comes pre-stacked with a wide range of standard reports that can be customised to suit most businesses. 

That said, if the report template you want does not already exist within Epicor, don’t worry, as custom reports can be designed to fit your requirements.  

 

What are the benefits? 

  • Produce detailed reports that improve productivity and performance 
  • Familiar and intuitive Microsoft Office interface saves time and money on end-user training 
  • Create flexible reports with ease while selecting the data most relevant to you and how it is displayed 
  • Comes pre-stacked with a wide range of existing reports suitable to most business needs 

Learn more about the benefits of SSQL here.

 

FastClose for flexible, real-time, multi-dimensional operational reporting 

Most businesses are heavily reliant on spreadsheets when it comes to reporting but they can create problems further down the line as they become more mission critical to your business. 

Accurate, in-depth reporting, although critical, can take up valuable time and resources, and without a seamless month-end process, you might find yourself unable to make informed financial decisions or even without an auditable record of your finances. 

Add-ons like FastClose provide purpose-built Financial Intelligence (FI) modules that plug into your existing ERP software. 

Since FastClose is also compatible with Excel, you’ll save time on user training while receiving real-time reporting that makes both month and year-end the painless experience it should be (well almost!) 

 

What are the benefits? 

  • Multi-dimensional reporting allows better and faster management
  • Make real-time decisions with real-time information
  • Spend less time on user training with intuitive Excel interface 

Click here for more information on how FastClose can transform your business. 

 

Integrate all your data into one platform using Anvizent Real-Time Data Analytics solution

Running an efficient manufacturing operation will require you to stay agile and respond quickly to ever changing business conditions.  

Add-ons like Anvizent’s automated data warehousing technology integrate all of your data into one platform; enabling you to easily explore data, uncover new insights, and make smart, data-driven decisions. 

 

What are the benefits? 

  • Explore all of your data instantly with just the click of a button 
  • Make smarter decisions faster, and with greater confidence
  • Purpose-built for the manufacturing sector
  • Ensure your data is visible at all times to your entire operation 

Learn more about the benefits of Anvizent to your manufacturing business here

 

Protect your ERP investment with an IT Server Monitoring Solution  

Any ERP implementation project represents a significant investment, and after you have invested money and resources into all of the licensing, support and hardware that is integral to the programme, you will want it to be up and running with maximum efficiency. 

Unfortunately, problems can arise that are out of your control – processes fail, hardware becomes obsolete and systems deteriorate – and this is extremely difficult to legislate for. 

This would usually mean constant observation is needed, something that is not always possible to do manually when your business has other priorities – thankfully server monitoring solutions such as Sentinel are available. 

Sentinel offers effortless protection and runs using minimal resources on your server. 

Since Sentinel doesn’t need a coffee break – it runs 24/7 – you can get on with the important things while your IT servers are being monitored automatically. This is an incredibly useful tool that has the potential to free up untold work hours for your IT support staff. 

 

What are the benefits? 

  • Proactively identifies issues before they happen and alerts relevant parties 
  • Guards again unforeseen problems with constant monitoring  
  • Frees up your IT department to focus on much-needed strategic tasks 

 See the benefits for your business? Find out more by clicking here.

 

Final thoughts  

In conclusion, if add-ons and reporting suites are used effectively, your business will unlock a goldmine of data and make valuable insights while working smarter and freeing up staff time to focus on strategic tasks rather than last-minute fire-fighting. 

Want to learn more about how reporting solutions within Epicor ERP 10 and how it can free up time and resources while streamlining your business processes? Then get in touch here

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