ERP Reporting Solutions
Transform ledger, receivables, and purchasing data into pixel-perfect, paginated reports that help finance and operations teams make data-driven decisions. Bold Reports handles report formatting, scheduling, and exporting so your teams can focus on analysis and action.
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Compare revenue, cost, and margin at a glance.
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Spot overdue receivables before they become write-offs.
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Track purchase order activity and vendor commitments.
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Send scheduled reports automatically to stakeholders.
No credit card required.
J&J
Schneider
Bridgestone
Siemens
Verizon
HP
Fidelity
Intel
Key reporting advantages
Core benefits
Sales reporting helps teams prepare structured reporting for pipeline, performance, forecasting, and CRM workflows. Bold Reports supports pixel-perfect, export-ready, scheduled reporting for recurring revenue operations.
Standardized sales reporting
Prepare pixel-perfect sales reports for leadership reviews, pipeline discussions, and revenue analysis. This ensures consistent presentation and clarity across all sales reporting activities.
Consistent report distribution
Share export ready reports across sales and revenue teams to support recurring reporting cycles enabling collaboration, data access, and visibility into key performance insights for decision-making.
Scheduled revenues reporting
Deliver scheduled reports for forecast reviews, sales representative evaluations, and pipeline summaries. Automated delivery ensures timely visibility into sales performance and planning metrics.
Core benefits
Streamline financial, receivables, and procurement reporting with consistent, automated, and data-driven insights that improve visibility, strengthen alignment, and support faster decisions.
One format, every time
Deliver consistent, presentation-ready reports across finance, receivables, and procurement without manual formatting or last-minute adjustments.
Nothing falls through the cracks
Automate report delivery on a recurring schedule to keep stakeholders informed and ensure critical updates are never missed.
One source, fewer arguments
Keep teams aligned with shared reporting data, creating consistency across finance, collections, procurement, and leadership reviews.
Who can use this
Finance, collections, procurement, and leadership all pull from the same ERP data, just through a different lens. Each team gets the view that matters to them without waiting on someone else to build it.
Finance teams
Close the books faster with a standing P&L view of revenue, costs, and profitability.
Collections and credit control
Identify aging invoices and prioritize collection efforts before receivables become high-risk.
Procurement teams
Monitor vendor commitments, purchasing activity, and fulfillment progress across procurement operations.
Controllers and executive leadership
Bring financial performance, receivables exposure, and procurement activity together for leadership reporting and strategic planning.
No credit card required.
Sales reporting use cases
Explore key use cases
Sales reporting supports pipeline reviews, rep evaluations, forecast preparation, and CRM oversight with structured outputs for recurring workflows. Bold Reports helps teams prepare export-ready reports for revenue decisions and team reviews.
Pipeline visibility
Stage-based reporting for deal progression.
- Compare deals across stages.
- Review pipeline value by owner.
- Assess movement by reporting period.
Reps performance
Rep reporting for team evaluation.
- Compare quota attainment by rep.
- Review win rates by team.
- Assess output across reporting cycles.
Forecast summary
Revenue reporting for forecast preparation.
- Compare forecast against targets.
- Review expected revenue by period.
- Evaluate closing patterns by team.
Top sales
Activity reporting for sales execution.
- Review calls and meetings logged.
- Compare follow-up volume by rep.
- Assess CRM usage consistency.
Core Reporting Capabilities
Explore key use cases
Sales reporting supports pipeline reviews, rep evaluations, forecast preparation, and CRM oversight with structured outputs for recurring workflows. Bold Reports helps teams prepare export-ready reports for revenue decisions and team reviews.
Explore key use cases
Four ways teams use ERP reporting templates to support day-to-day operational and financial reporting. Each view pulls from the same underlying data, so what changes is the lens, not the numbers.
Financial performance
Analyze revenue, costs, expenses, and profitability through a consolidated financial view that supports trend evaluation and business planning.
- Compare sales and direct costs across financial reporting cycles.
- Measure gross and net margin trends to assess business health.
- Examine operating expenditure across key spending categories.
Receivables & collections
Monitor outstanding balances, overdue invoices, and customer payment behavior to improve collections effectiveness and reduce credit risk.
- Group unpaid balances into aging categories for faster review.
- Explore customer invoices requiring immediate follow-up actions.
- Highlight balances nearing critical delinquency thresholds.
Procurement
Gain insight into purchasing activity, supplier commitments, spending patterns, and fulfillment outcomes through centralized procurement reporting.
- View purchase order progress across supplier relationships.
- Assess purchasing activity by product type and spend area.
- Measure supplier delivery performance against commitments.
Executive & consolidated reporting
Combine financial, receivables, and procurement insights into a unified view that supports strategic planning and executive decision-making.
- Align revenue insights with receivables and purchasing activity.
- Assess cash position using aging balances and margin metrics.
- Review supplier spending alongside overall business results.
How it works
ERP reporting combines financial, receivables, and procurement data for recurring review, document preparation, and automated report distribution.
Connect
Bring general ledger records, customer invoice data, and purchase order activity together for structured ERP reporting.
Review
Examine revenue, margin, aging receivables, and procurement spend through recurring reports.
Customize
Adjust filters, KPIs, layouts, and drill down paths to support finance, collections, and procurement reporting requirements.
Share
Distribute ERP reports through recurring delivery workflows for finance leads, collections teams, procurement managers, and executive leadership.
No credit card required.
Data integrations
Connect to over 25+ data sources from files and databases to web services for flexible integration, transformation, and storage, all ready for reporting.
ERP report templates
Explore complementary ERP report templates for financial analysis, receivables management, and procurement tracking to gain broader visibility across business operations.
Frequently asked questions
Find answers to common questions about financial, receivables, and procurement reporting, including report capabilities, data visibility, scheduling, and exports
It gives finance, collections, and procurement teams a structured way to review performance without exporting raw data into spreadsheets first.
Yes — the Executive & consolidated view brings P&L, aging, and procurement figures together for a single leadership read.
Each report has its own set: account and category for the P&L, customer and aging bucket for receivables, vendor and status for purchase orders.
Yes. Set a recurring delivery schedule and each report lands in the right inbox automatically — no manual export needed.
Yes — the Purchase Order Register Report functions as dedicated purchase order tracking software, showing status, vendor, and line-item detail in one view.
Revenue, COGS, net margin, total receivables, percent overdue, total PO value, and vendor spend are the ones teams check first.
Related articles
Explore additional resources on financial reporting, receivables management, procurement analysis, and ERP reporting best practices to get more value from your business data.
Turn your data into production-ready reports instantly
Create pixel-perfect, print-ready reports with powerful exporting and zero complexity.
No credit card required.