Adept Business Systems

ERP (Enterprise Resource Planning)

Business Intelligence

Business Intelligence from your ERP system

The Adept Reporting Tool (ART) provides a simple, yet powerful, solution to your business intelligence needs. Using ART, you can quickly extract information from your Adept ERP application and present it in the form of reports, charts and cross-tabulations. Information can be output in a wide range of formats, including directly to spreadsheets. For example, you might use ART to extract sales by product for a specific sales area and then generate an Excel spreadsheet for further analysis in an Excel Pivot Table. Alternatively, you might use ART to identify high stock levels of obsolete stock by warehouse and then discuss with your branch managers strategies to clear the obsolete stock.

Ease of Use

ART's user interface is aligned with the principle of 'what you see is what you get' and will allow you to create your own reports and queries, in real-time, on any data stored in the application. Data can be selected using drag and drop and filtered through a wide range of filter operators.

Creating a report is a simple four step process - first, choose what type of report you want; second, select what fields you would like displayed on the report; third, choose what type of data you would like displayed on the report; and lastly, pick the format you would like for the report. Reports can be simple queries, cross-tabulations or charts (bar, column, line, area, pie and point). You can create reports that drill down from a summary level to a detailed level, and you can select multiple output types including Excel, Word or PDF.

Report scheduling and automatic distribution

ART provides an integrated report scheduler. The scheduler allows you to specify the frequency at which a report should be run (daily, weekly, monthly) and the time at which it should execute. Information can then be automatically distributed by email allowing you, for example, to deliver reports to sales staff or management for viewing on a smart device.

ART ERP Image

Highlights include:

  • drill-down reports
  • ability to email reports to smart devices
  • multiple output types including Excel, Word and PDF
  • facility to schedule reports for specific date and time
  • formula editor to create and maintain additional calculated fields
  • ease of use and exception reporting