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

Templates listed by:

See Report and Dashboard Demo for interactive examples.

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ERP Templates by DataSelf Analytics Edition

See also ERP Templates for Advanced Edition

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

Dozens

Hundreds

Thousands

Template list and information

Download List

AP Aging Today

AR Aging Today

BOM Bill of Materials

GL Transactions

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

Inventory On Hand Today

Inventory On Hand Monthly

Inventory Planning

Simplified

Inventory Transactions

Open PO Today

Open SO Today

Project Accounting (Construction)

Sales Invoice

Work Order (Production Order)

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

BOM Bill of Materials

GL Transactions

GL Financials

Inventory On Hand Today

Inventory On Hand Monthly

Inventory Planning

Inventory Transactions

Purchase Order

Sales Order

Project Accounting

Sales Invoice

Work Order (Prod Order)

Template Version

2022

2022

2022

2022

2022

2022

2022

2022

2022

Advanced Deployment

Hours

Days

Days

Days

Hours

Days

Days

Hours

Days

Pro & Ent Deployment

Days

Weeks

Weeks

Days

Days

Weeks

Weeks

Days

Days

CRM Templates by DataSelf Analytics Edition

See also CRM Templates for Advanced Edition

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

50+

500+

5,000+

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

Template Version

2022

2018

2021

2018

2021

2018

Advanced Deployment

Hours

Days

Hours

Days

Hours

Days

Pro & Ent Deployment

Days

Weeks

Days

Weeks

Days

Weeks

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