Reporting and Analytics

ERP reporting and business intelligence
The right numbers, to the right person, at the right time.

Management dashboards and role-based reports draw on data from every module. Ask your question in plain language and get the answer as a table.

Features
Reports · Management dashboard
Recent activity
Monthly sales summaryUp to date
Receivables agingScheduled
Inventory turnoverNew
What is business intelligence (BI)?

Don't wait for reports: have the numbers at your fingertips.

Business intelligence is presenting business data through dashboards, indicators and reports to support decision-making. At many companies, data is pulled from the ERP into Excel, merged by hand, and the numbers are stale by the time the report is ready.

The Eruca ERP Reporting and Analytics module reads data from all modules through a single data model; it requires no separate data warehouse or ETL. Management dashboards show sales, finance, inventory and production indicators in real time; each user sees only the data they're authorized to see. Click to drill down from totals to line items and from line items to documents. With ErucaAI you can ask your question in plain language and get the answer as a table and chart.

What it brings to management
  • No need to pull data into Excel to build a report.
  • Every team looks at the same numbers.
  • Deviations are visible without waiting for month-end.
  • Scheduled reports arrive by email on their own.
  • Drill down to the source of any number with one click.
Features

What's in the reporting and analytics module?

01

Management dashboards

Sales, finance, inventory and production KPIs at a glance.

02

Role-based reports

Every user sees only the data within their permissions.

03

Drill-down

Click through from totals to line items, and from line items to documents.

04

Scheduled reports

Have selected reports emailed every morning or at month-end.

05

Export

One-click export to Excel and PDF.

06

Natural-language questions

Ask questions with ErucaAI without writing queries, and get answers as tables and charts.

07

KPI and target tracking

Sales, collection, production and inventory targets, with actuals and variance alerts.

08

Power BI and external tools

Data can also be exposed to tools like Power BI through permission-based APIs and views.

Process flow

End to end, in a single flow.

Each step inherits the previous step's data; nothing is entered twice, and every transition is logged.

  1. 01
    Data
  2. 02
    Metric
  3. 03
    Dashboard
  4. 04
    Sharing
  5. 05
    Decision
Who it's for

Who is the reporting and analytics module for?

Executives and CFOs

Management teams that want to see the company's current state on a single dashboard.

Sales and regional managers

Teams tracking targets by rep, region and product.

Multi-company groups

Organizations that need comparative and consolidated reporting across companies.

Operations and production

Units monitoring inventory turnover, efficiency and scrap indicators.

Adapt with ErucaStudio Shaped to your business, with the core left intact. Design new reports and dashboards in ErucaStudio and publish them to any role. ErucaStudio Accelerate with ErucaAI AI works right inside the module. Answers questions like “Which products had the most returns this quarter?” from authorized data, and shows its source. ErucaAI
FAQ

Frequently asked questions about Reporting and Analytics

What is the difference between ERP reporting and Power BI?

Tools like Power BI pull data from different sources and visualize it; data integration and modeling must be set up separately. ERP reporting works directly on live data and with ERP permissions. Eruca ERP also lets you use both together.

What is management reporting?

Management reporting is the regular presentation of indicators such as sales, profitability, cash, inventory and production so executives can make decisions. Unlike statutory reporting, it is designed around the company's own needs.

How do you set up a KPI tracking system?

First, measurable targets are set for each unit; then you define which data each target is calculated from. In Eruca ERP, KPIs are added to the dashboard; actuals are calculated in real time and alerts fire on deviations.

Can we export reports to Excel?

Yes. Every report and table can be exported to Excel and PDF with one click; recurring reports can be scheduled and sent by email.

Do we need a developer for a new report?

No. New reports and dashboards are designed with drag and drop in ErucaStudio and published to the desired role. With ErucaAI you can also ask questions in plain language without a ready-made report.

Works together with
Finance and Accounting Sales and CRM Production and Planning

See the Reporting and Analytics module live.

With your own processes, in a 30-minute demo.