On-demand webinar
See how distributors build their own reports in minutes with Blue Link ERP
Hit play on the 40-minute webinar below to watch as two reports are built from scratch in Blue Link Connect. You’ll also get an early look at natural language querying and AI-assisted order entry currently in beta.
Like what you see? Let’s chat about what Blue Link Connect could do for you.
Trouble with the player? Watch it on YouTube.
Get the reports you need, when you need them. No code required.
Need a new report or a different view of the data you already have? Blue Link Connect Report Builder lets you build, save, and re-run your own reports. No more waiting on IT or an outside consultant, and no more exporting to Excel to rebuild the same report every week.
In our 40-minute webinar, you’ll see exactly how Report Builder works. Watch two reports get built live, from selecting fields and applying filters to summarizing data, linking related data sources, and publishing the finished report.
What you’ll learn
See what you can build with your ERP data
In the webinar, you’ll learn how to:
- 1
Build a custom report from scratch
Choose your data, add and format fields, apply filters and sorting, and save the finished report for future use.
- 2
Turn detailed data into useful summaries
See how Report Builder counts open purchase orders and totals their dollar value by vendor.
- 3
Bring related data into the same report
Link data sources to pull in the information you need across related tables.
- 4
Share reports without opening up data users shouldn’t see
Publish reports privately or share with other users while maintaining the security permissions already set in your ERP.
- 5
Use AI to query ERP data and create orders (currently in beta)
Watch natural language queries against Blue Link data and see how an email or PDF can be turned into an order form for review before submission.
Inside the session
Jump straight to what you want to see
Select a chapter to start the video at that point.
Who should watch
This webinar is for:
- Operations leaders who want to get the reports they need without relying on a separate request each time.
- Controllers who regularly need different ways to filter, summarize, and review ERP data.
- Purchasing and inventory managers who want to build and re-run reports around inventory, purchase orders, vendors, and related data.
- IT decision makers evaluating how self-service reporting and emerging AI tools can work alongside Blue Link ERP.
Discover what’s possible with self-service reporting
Book a demo now to see how Blue Link Connect puts report building directly in your hands, so you can get what you need without relying on IT or outside consultants.
Meet your presenters
Lucas Taylor
Director of Operations, Blue Link
Paulo Cera
Development Manager, Blue Link
Related resources
Learn more about Blue Link Connect
Prefer to read instead of watch? Dive deeper into self-service reporting, Report Builder, and Blue Link Connect.
Blue Link Connect: Self-Service Reporting for Wholesale Distributors
Discover how Blue Link Connect puts custom report building directly into your team’s hands.
See what Blue Link Connect can do for you
Learn more about Blue Link Connect and self-service reporting in Blue Link ERP.
Discover Blue Link Connect AI (in beta)
Learn how Blue Link is bringing natural language querying and AI-assisted order creation into Blue Link ERP.
Ready to stop waiting on ERP reports?
Book a demo now to see how Blue Link Connect puts self-service reporting in your hands so you can go from reporting question to answer faster.
