Solution
From static tables to visual intelligence: embedded Power BI reporting
The Advanced Reporting and Analytics module shows ERP data in visual, interactive dashboards through Microsoft Power BI integration. Data from the finance, sales, production and stock modules is processed in real time in Power BI; reports open inside the ERP screens, so you do not need to switch to separate software.
Challenges you face
Problems in day-to-day work
This module is built to fix the problems below.
- Reports require manual consolidation because data is scattered across different modules and Excel files.
- Waiting for a developer or the IT department for a report slows down decision-making.
- Static row-and-column reports show 'what happened' but do not explain 'why it happened'.
- Different users opening the same report can see all data regardless of their permissions, so data security stays weak.
Capabilities
What can you do with From static tables to visual intelligence: embedded Power BI reporting?
The module's core features.
Power BI embedded in the ERP
Power BI dashboards come embedded inside the ERP screens; users work with interactive charts, maps and indicators without leaving the interface they are used to.
Live data flow
The charts update the moment a voucher is posted in accounting or a barcode is scanned in the warehouse; there is no wait for delayed transfer to a data warehouse.
Drill-down and pivot
To see where a number comes from, you can drill from a general indicator down to sub-breakdowns and from there to the image of the related invoice.
Low-code drag-and-drop report design
Build your own dashboard without knowing how to code by dragging database fields onto the workspace and choosing a chart from the Power BI visual library.
Scheduled reports
Define tasks that automatically email reports, such as a daily cash-and-bank report to the general manager every morning and a weekly performance scorecard to the sales manager every Friday.
Row-Level Security
The same report shows different data depending on the user's permissions; a regional manager sees only their own region's data, while the general manager sees the whole country.
Outcomes
What it delivers for your business
What you see in daily operations once it is set up properly.
- Everyone looks at the same data, so reports no longer contradict each other.
- Complex tables are shown as charts and dashboards that everyone can read.
- With the low-code designer, users build their own reports without waiting for a developer.
- Scheduled reports arrive by email, so you can follow key figures on your phone when out of the office.
- With row-level security, the same report shows each user only the data they are authorized to see.
FAQ
Frequently asked questions
The reporting module works integrated with Microsoft Power BI, and dashboards come embedded inside the ERP. Licensing needs are evaluated in the project based on your usage scenario.
Yes. With the low-code drag-and-drop report designer, you can build your own dashboards without writing code by selecting database fields and choosing the chart type.
The module works with live data flow; the relevant charts update the moment a voucher is posted in accounting or a barcode is scanned in the warehouse.
Yes. Thanks to Row-Level Security, a single report design is filtered by user permission; each user sees only the data they are authorized to see.
Let's configure From static tables to visual intelligence: embedded Power BI reporting around your business
Get in touch for a demo tailored to your team's needs.