Comprehensive Reports, Dashboards and Business Intelligence

Multiple standard reports and user-editable forms

Comprehensive Accolent ERP Reports and Dashboards

Accolent ERP reports and dashboards tie together all the data in the system. Accolent ERP includes hundreds of standard reports. Users can also create their own custom ERP reports starting from a new report template or by editing an existing ERP report. The report designer exposes all of the tables within the application. In addition, many functional areas have pre-built SQL Views to eliminate the need for table joins. Any ERP report can be graphically visualized and included in a dashboard. We provide professional services to help you create custom ERP reports and dashboards.

Accolent ERP Data Analytics and Business Intelligence

Accolent ERP also delivers powerful Business Intelligence functionality through an integration with Phocas Software, a leading BI and data analytics solution. Accolent ERP data has already been sync'ed with Phocas, so users will be able to immediately analyze their real-time data to uncover insights and hidden data relationships to optimize their businesses.



accolent report example

Accolent ERP Reports

Accolent ERP includes hundreds of standard reports covering all of the most commonly requested ERP reports.

  • All reports include sorting within the report, complex grouping, and sub-totaling as well as a grand total
  • Specify parameters on all reports to filter the data to get exactly the information you want
  • All ERP reports can be exported in multiple formats and are very Excel-friendly
  • Accolent ERP also allows users to create their own new custom ERP reports or modify existing ERP reports as needed.

Dashboards from ERP Reports

Accolent ERP delivers visually appealing dashboards throughout the system.

  • Dashboards include functional KPIs, quick views of sales to customers, purchases from vendors, and more
  • Dashboards are report visualizations that deliver summary information quickly
  • The dashboards all run on the same comprehensive reporting backbone as the reports
  • Any ERP report can be modified to also run as a dashboard, or can be incorporated as an element of a KPI dashboard
image of ads accolent invoice

Business Forms

Accolent ERP delivers multiple pre-designed business forms such as invoices. Where appropriate, standard forms offer several variants (e.g., check forms with checks on top or on the bottom) that users may select from.

  • All pre-designed forms and variants can be pulled up from an HTML5 designer that runs in the web browser
  • Using the HTML5 designer, end-users can modify any of the standard forms
  • Users can save their edits as a customized form, which can then be selected for use
  • No HTML coding is required to modify the forms


Optimized for wholesale distribution across a number of vertical industries: auto parts, building materials, chemicals, fasteners, food & beverage, industrial, jan/san, restaurant supply and more


Accolent ERP Technology

There are good reasons that cloud-based ERP software is rapidly replacing on-premise business software. Learn why experts predict that 5 years from now on premise systems will be obsolete.


Implementation and Training

Let us show you how our comprehensive implementation and training programs will manage your transition and get you up and running on Accolent ERP quickly and painlessly.


Comprehensive Accolent ERP Reports, Dashboards and BI

The Accolent ERP reports and Business Intelligence solution includes these features:

  • Extensive Standard Reports – Accolent ERP includes a very large number of standard reports
  • Report Features - All reports have multiple parameters, include Detail and Summary settings, are sub-totaled by grouping, and have a grand total. All reports can be displayed as a single page, a continuous scrolling page, or as multiple pages
  • Create Your Own Reports - Users can create their own custom reports from scratch or modify existing reports using the report designer
  • Custom Reports – If there are specific reporting needs, we can create customized reports as required
  • Reports available as Dashboards – Reports can be modified to run as dashboards; this will likely require some customization
  • Visually Appealing Dashboards– Dashboards implemented throughout the system from KPIs (Key Performance Indicators) by function to visual account summaries for customers and vendors
  • Multiple Standard Forms– We provide multiple standard forms (e.g., quote, invoice, purchase order, check). For each standard form, we also provide many of the most commonly requested variants (e.g., quote sub-totaled by category) that may be selected from
  • End-User Customized Forms – All standard forms include an in-browser HTML5 editor that end-users can use to modify and customize these standard forms
  • Forms Modifications – End-users can, on their own, modify the look and feel of forms, add logos, change forms layouts, change labels and data elements displayed in the forms
  • Powerful BI– Fully integrated business intelligence and data analytics

Contact Us Today to See the Accolent ERP Reports, Dashboards and BI in Action

Arrange a demo of Accolent ERP software and let us show you how Accolent ERP reports, dashboards and business intelligence capabilities can help you optimize your distribution business.

Schedule a Demo