ERP Software Reporting Tools
Blue Link Inventory and Accounting Reporting and Analytics
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.
- 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
Sale by Customer by Product Report
Profit by Customer/Product Report
Inventory Slow Moving Items Report
Vendor/Customer Payment History Report
Top Inventory Sales by Unit Report
Accounting Transaction Audit Trail Reports
Plus over 100 more reports available out-of-the-box!
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
- 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
- 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 Reports in Blue Link
Operations Reports in Blue Link
Sales Reports in Blue Link
Learn about different accounting reports and financial statements in Blue Link including Customer Aging, Vendor Payment and more.
Learn about different operations reports in Blue Link such as Inventory Availability, Dead Stock Reports and more.
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
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.
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.
“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.”
– Stan Thompson, President
Software Reporting Tools – More Resources
Exception reports are a great tool for small business owners in order to easily understand and address discrepancies in a timely and efficient manner.
Inventory Management Reports
Small businesses in a product-oriented industry usually struggle to manage inventory at optimum levels. These 3 Inventory Management Reports can help.
Report Automation Tools
Report automation tools allow businesses to make efficient and timely strategic business decisions, save hours of time and eliminate human error.
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