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Performance Management and Integrated Reporting from Compiere

Jump to content

Performance Management, Analytics & Reporting

Performance Management provides company executives and managers with multiple views of operational performance and activities in the organization.

Standard Reports

Compiere gives users flexibility over the display, grouping, order, and summary information in reports. The user-selected language drives the language used in presenting the report. Each user can have a different language. Compiere has four internal ERP report facilities:

  • List Reports, or queries, are available in every Compiere Window and from the Menu. Users have broad control over the fields and parameters used to generate list reports.
  • Forms are business documents (e.g. Invoices, etc.) which conform to a specific print layout.
  • Financial Reports are pre-built financial accounting reports, such as Income Statements and Balance Sheets, which can be easily customized across several dimensions.
  • Statement of Accounts are lists of all transactions for an account or account segment for a given date or period range.

Compiere gives users flexibility over the display, grouping, order, and summary information in reports. The user-selected language drives the language used in presenting the report. Each user can have a different language.

Secure Business View Layer Opens Compiere to Third-party Analysis Tools

End-users and report designers can access data securely through Compiere's Business View Layer. Using application-level security controls, there are pre-defined business views that span customer, vendor, product, sales order, invoice, and shipment data. It provides the ability to add additional secured business views. The Compiere Business View Layer supports Jasper Reports, Crystal Reports as well as any open source and 3rd party analysis and reporting tools, such as Microsoft Excel and Pentaho Business Intelligence Suite.

Reporting Across Multiple Accounting Schema

Compiere allows users to define more than one Accounting Schema, which provides the ability to maintain separate books for financial reporting and management decision making in parallel. Compiere eliminates the cumbersome tasks of conversion, transformation, and consolidation of foreign subsidiaries and allows for the easy separation of management and legal reporting.

Reporting Across Multiple Calendar Years and Periods

The Calendar Year and Period window allows users to define the Calendars that are used for Reporting and Period Control. Each Client has a one or many Calendars and all Organizations within a Client use the same Calendars.

Integrated Reporting, Data Warehousing and OLAP

Users create an ERP report from every document in the system for which he or she has access privileges. Choose the layout, sorting, labels, and other parameters to match internal reporting standards. Reporting Views enable detail, analytical and summary reporting.

The reporting facility allows report users to drill down on elements in the report (e.g. from order to business partner, payment rules, etc.) or drill across to referenced items (e.g. from order to invoices, shipments, etc. linked to that order).

For multidimensional entries, users can select the dimensions, on which to report. All information can be printed or exported to Excel, Word, XML, PDF, etc. for further processing. Secure Business Views allow users to extend the reporting to external dedicated SQL based reporting tools.

Management Dashboards

  • Intuitive role-based dashboards provide drill-down capability
  • Many standard charts and graphs provided with standard product
  • Create and customize new dashboards easily without programming
  • Out-of-the box KPI’s

Complete Security Built-in

Compiere includes comprehensive role and data level security that extends to query, data export and ERP report access. This includes Compiere's extremely granular data security rules that can be defined at table, column, and record level.