The following is a summary of the report and dashboard templates available. Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.

ERP Templates

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

40+

800+

8,000+

Template list and information

Download List

AP Aging Today

✅

✅

AR Aging Today

✅

✅

✅

Cash Flow Projection

Simplified

✅

✅

GL Transactions

✅

✅

✅

GL Financials (P&L, B/S, Budget, Trial Balance)

✅

✅

✅

Inventory On Hand Today

✅

✅

✅

Inventory On Hand Monthly

✅

✅

Inventory Planning

✅

✅

Inventory Transactions

✅

✅

Manufacturing: BOM (Bill of Materials)

 

✅

✅

Manufacturing: Work Order (Production Oder)

 

✅

✅

Project Accounting (Construction)

Simplified

✅

✅

Purchase Order

✅

✅

✅

Sales Order

✅

✅

✅

Sales Invoice

✅

✅

✅

ERP Templates by ERP System

Template

Acumatica

MS Dyn
BC

MS Dyn
GP

Net-
Suite

Quick
books

Sage
100

Sage
300

Sage
500

Sage
X3

Sage Intacct

AP Aging Today

✅

✅

✅

✅

✅

AR Aging Today

✅

✅

✅

✅

✅

✅

✅

✅

✅

GL Transactions

✅

✅

✅

✅

GL Financials

✅

✅

✅

✅

✅

Inventory On Hand Today

✅

✅

✅

✅

✅

Inventory On Hand Monthly

✅

✅

✅

✅

✅

Inventory Planning

✅

✅

✅

✅

Inventory Transactions

✅

✅

✅

✅

✅

Manufacturing: BOM Bill of Materials

✅

✅

Manufacturing: Work Order (Prod Order)

✅

✅

Project Accounting

✅

Purchase Order

✅

✅

✅

✅

✅

✅

✅

Sales Order

✅

✅

✅

✅

✅

✅

✅

✅

Sales Invoice

✅

✅

✅

✅

✅

✅

✅

✅

✅

✅

CRM Templates

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

10+

120+

1,200+

Activity

✅

✅

✅

Marketing Email

✅

✅

✅

Opportunity

✅

✅

✅

Support Case

✅

✅

Template list and information

Download List

Templates By CRM System

Template

Acumatica CRM

Infor CRM

Hub- Spot

MS Dyn CRM

Sage CRM

Salesforce

Activity

✅

✅

✅

✅

✅

Marketing Email

✅

Opportunity

✅

✅

✅

✅

✅

✅

Support Case

✅

✅

Keywords: out of the box templates, mappings, ETL+, data warehouse, Tableau, Power BI, ERP, CRM.