Acumatica Generic Inquiries for Reporting and Analytics
How Acumatica Generic Inquiries Can Work for You
The Acumatica Reporting, Dashboards, and Data Analysis Toolkit includes generic inquiries which offer a way to extract specific data you need for analysis. But they are not just for reports – they can be used in dashboards, made available to BI tools, and offer drill down capabilities for even more detailed analysis. The Generic Inquiry writer is a reporting tool that can access any data in Acumatica—including data stored in customized fields—and publish it, export to Excel, or format it for OData. The OData formatting option exposes the data in the Open Data Format supported by business intelligence tools like Microsoft Power BI.
Generic Inquiries require no prior coding knowledge, just select the data you need using wizards that walk you through the process. Generic Inquiries can be reused and modified for a variety of purposes.
Key Benefits of Acumatica Generic Inquiries for Your Company
Access any Data in Acumatica
Generic Inquiries can access any data contained in Acumatica and make it available for reports, dashboards, Excel files, or OData.
Generic Inquiries enforce all security rules, so you can manage all ERP data security from a single location inside Acumatica.
No Coding Required
Users do not have to learn complex programming languages to use Generic Inquiries. Just select the information you need from the database tables using the Generic Inquiry Writer.
Highlighted Features: Acumatica Generic Inquiries
Information you Need
Get the information you need when you need it. Generic Inquiries provide real-time data so you always have the current information at your fingertips.
Easy to Learn, Easy to Modify
Reuse Generic Inquiries for multiple applications. Make changes as needed.
Edit the inquiry form view and arrange the form elements as you need. After saving your changes, you can immediately check your changes.
Create multiple pivot tables for each generic inquiry. You can use pivot tables to reorganize and summarize data in a generic inquiry and view it from different perspectives.
Export Excel Parameters
Export a generic inquiry to MS Excel and place parameters on a separate Excel sheet. The result is an Excel file with a Data sheet containing the generic inquiry data and a Parameters sheet containing the parameters used prior to export.
Save a Generic Inquiry Export as a Report
Export a generic inquiry as a report that can be modified in Acumatica Report Designer.
Generic Inquiry Navigation Side Panel
Highlighting Results in Generic Inquiries
Display Totals in Generic Inquiries
Acumatica Cloud ERP Suites
Financial Management Suite
A powerful set of financial applications used by almost every organization, no matter how complex or simple requirements are. Bring rigor to business processes in a user-friendly way.
Distribution Management Suite
Works together with the Financial Management Suite as a full distribution solution. Starting from the requisition process to purchasing, order management, inventory tracking, automated inventory replenishment suggestions, and more.
Customer Management Suite
Fully integrated with the Financial Management and Distribution Management Suites, the Customer Management Suite fosters a team approach. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.
Project Accounting Suite
With the Project Accounting Suite, deliver on project objectives on time and on budget. Manage complex reporting requirements. Include projects in company-wide financial reports.