ERP-Software-Reporting

ERP Software Reporting
Tools

Blue Link Inventory and Accounting
Reporting and Analytics

Reporting Tools

Pre-Built & Customizable Reports with Blue Link

Blue Link provides robust software reporting tools to enable real-time visibility into the status of accounts, orders, inventory and sales. With Blue Link reporting and analytics, users can pull information from different areas of the software to customize virtually any report customers or management may want.

Depending on the nature of the information required, reports can be automatically sent to specific individuals based on certain criteria in the system or timeframes previously identified. Users have the ability to choose from over 100 pre-made reports or can be trained to customize their own.

What is ERP?

Reporting Software Features

Reporting Features

  • Completely customizable report creation.
  • Ability to leverage data already entered into Blue Link in order to generate a report, render it a PDF, create an email, put your message in the email and send it to all appropriate stakeholders – automatically.
  • Ability to write back to Blue Link ERP, add a new record to your notes or simply update a field, changing a status.
  • Ability to create a report based on data within the system which can then be updated on an automatic basis for real-time insight into business health.
  • Automatically fax message/report to customers through your email.
  • Live link Blue Link data to Excel to easily create reports and pivot tables with the ability to automatically refresh data every time the report is accessed.

Small Business
Reporting Guide

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Sample Business Reports



Sales by Date

Sale by Date Report

Sales by customer product

Sale by Customer by Product Report

Profit by customer

Profit By Customer/
Product Report

Slow Moving Inventory

Inventory Slow Moving
Items Report

Vendor/Customer Payment History

Vendor/Customer Payment
History Report

Top Inventory Sales

Top Inventory Sales
by Unit Report

Accounting Transaction

Accounting Transaction
Audit Trail Reports

and more!

Plus over 100 more
reports available
out-of-the-box!

Software Reporting Tools Blue Link

Software Reporting Tools

Blue Link currently supports a variety of software reporting tools depending on the nature of the report required. These tools include: SQL-Server Reporting Services, Crystal Reports, Excel, ARM, Spreadsheet Server and Power BI. Using the above tools, Blue Link customers can generate any report/chart in any format using information from within Blue Link or other applications.

SQL Server Reporting Services (SSRS)

  • Useful for creating dashboards of information
  • Automatically schedule or email reports

Crystal Reports

  • Useful for printed reports and documents
  • Used to create pick lists, pack lists, invoices, POs, labels etc.

Automated Routines Manager (ARM)

  • Automatically schedule or email reports to both internal and external people
  • For example, automatically email order confirmations, invoices, and overdue notices

Power BI

  • Useful for creating dashboards of information from across different departments such as sales and A/R
  • Available as an app on smart phone and tablet

Different Types of Reports in Blue Link


Accounting Reporting in Blue Link

Accounting Reports in Blue Link

Learn about different accounting reports and financial statements in Blue Link including Customer Aging, Vendor Payment and more.

Operation Reports in Blue Link

Operations Reports in Blue Link

Learn about different operations reports in Blue Link such as Inventory Availability, Dead Stock Reports and more.

Leads Developed Sales Report

Sales Reports in Blue Link

Learn about sales reports and dashboards in Blue Link, including Top Inventory Sales by Value, Sales by Customer by Product and more.

Software Reporting Tools: Live-Link Data Between Blue Link & Excel


Financial reports

Blue Link’s Financial Report Writer – Excel Add-In

Blue Link provides tools that allow you to build, manage and share a variety of traditional financial statements such as Profit and Loss Statements and Balance Sheets. This functionality links general ledger data from one or more Blue Link databases to Excel.

How to Link Data in Excel Demo Video

Live-Link Excel Data

Blue Link provides functionality for our customers to manipulate data using Excel without touching the keyboard, meaning users do not need to waste time re-keying any data. You can also automatically refresh live linked data within Excel to review information in real-time and update reports.

Talking Employees

“The thing I like most [about Blue Link] are the reporting functions and the ability to get information at my fingertips. What we’ve seen with the service component is amazing. We used to spend 3 days a month getting our statements out. Now it does it automatically.”

WISEWORTH
Stan Thompson
President

Cloud-Based Software Resources


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RPA Tools Demo Video

RPA Tools

Robotic Process Automation (RPA) refers to software that can be programmed to easily complete tasks and update data across a variety of applications. Blue Link ERP has a variety of internal RPA and automation tools, including our Automated Routines Manager (or ARM).

ARM automates a variety of processes including the modification of data and automatic sending of emails. Some common examples include the ability to:

  • Automatically email shipping notifications, order confirmations and invoices to the appropriate people or even purchase orders to suppliers
  • Set rules that will manipulate the data to streamline your picking, packing and shipping operations – for example, by automatically sending orders that meet certain criteria directly to the warehouse for picking
  • Automate your receivables collections by automatically sending emails for overdue accounts
  • Automate the cleaning up of backorders for products where you realize that you are no longer going to be receiving any more inventory, so you are never going to be able to fulfil those backorders