How Deskera ERP takes reporting to the next level

by | Apr 10, 2017

One of the great benefits of ERP software is that it provides companies with a blueprint to run their business. But we understand that no two businesses, or their processes, are exactly the same. With most ERPs, changing the basic blueprint can be costly and time consuming, but Deskera is changing all that.

This is why we made Deskera ERP easy to configure by the end user. Companies can create custom fields and dimensions with the click of a trackpad or tap of a screen to take data tracking and reporting to a higher level. Custom fields allow unlimited flexibility with reporting, letting you track metrics and KPIs that are specific to your industry or business.

In Deskera, custom fields can be numeric or text fields, dates, drop-down menu items, or even line items on transactions. A custom field that tracks across Deskera modules is called a dimension. While any user can create a custom field on lists that they have access to, administrators can push custom fields and dimensions across user settings in your Deskera instance.

The ability to create custom fields elevates the core reporting and workflows available in an ERP system and extends its application to a number of different verticals and industries. Need a P&L statement by job, sales rep, or location? Done. Want to segment a contact database by each prospect’s favorite color? Now you can. Here’s how.

Creating Custom Fields in Deskera

First, start on the Dashboard in Deskera ERP and select the Masters tab on the left Menu panel. From there, select Custom Fields or Dimensions, where you can name the field, select which type of field it will be (date, drop-down, etc.) and which forms you want the field attached to whether its invoices, orders, customer records, journal entries, or others.

With Deskera CRM, we’ve made it possible for users to create a Custom Column straight from the lead or opportunity list!

Make the most of your Custom Fields with Custom Widget Reports

Deskera’s custom widget reporting tool lets you create dashboards in a widget-based view by sourcing information – including custom fields – from different components of your ERP system. Custom widget reports can source information from sales orders, purchase orders, sales invoices, purchase invoices, delivery orders, and goods receipts onto a single dashboard with a virtually unlimited quantity of custom reports, many of which have drill down capability down to the transaction level.

To create these reports, head to the Dashboard, then navigate to the Reports tab on the left Menu panel. Next, select Custom Widget Reports to create a new report. From this screen, you can add individual widgets to a new report and reorder them to your liking.

Finally, saving this screen takes you back to the list of widget reports. Click on the icon next to your newly saved report to see it in action!

Share This