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.