AcumatiCaresEasily extract the data you need and make it available to multiple reporting and analytics applications with Acumatica ERP Generic Inquiries.
Product
Acumatica Generic Inquiries for reporting and analytics
How Generic Inquiries Can Work for You
Generic Inquiries in Acumatica offer a way to extract the specific data you need and present it to reporting functions 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. You can also send emails directly from filtered views to customers, vendors, employees, and other contacts in the ERP database. 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 Generic Inquiries for your Company
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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.
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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.
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Data security
Generic Inquiries enforce all security rules, so you can manage all ERP data security from a single location inside Acumatica.
Important Features of 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.
Complete flexibility
Edit the inquiry form view and arrange the form elements as you need. After saving your changes, you can immediately check your changes.
Pivot tables
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
Add a side panel to Generic Inquiries to show the details of specific records in an inquiry all on the same screen. Side panels can be resized, maximized, or minimized.
E-mail integration
Easily send targeted communication to customers, vendors, prospects, employees, or other contacts through filtered Generic Inquiry results.
External URLs
Navigate seamlessly to external URLs from Generic Inquiry results.
Highlighting results in Generic Inquiries
Highlight rows or columns of a Generic Inquiry based on specified conditions. For example, when inquiring on “opportunities”, the resulting grid can show those opportunities that have been won in green, those that have no owner can be yellow, and opportunities that are late can be red.
Display Totals in Generic Inquiries
Users can request Generic Inquiries to display total values, including average, max, min, and sum.
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