Business reporting simplified
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.
- Compare revenue, cost, and margin at a glance.
- Spot overdue receivables before they become write-offs.
- Track purchase order activity and vendor commitments.
- Send scheduled reports automatically to stakeholders.
No credit card required.
Trusted by leading companies
Key modernization advantages
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.
Built for sales teams
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.
Real-world reporting scenarios
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.
Reporting workflow explained
How it works
ERP reporting combines financial, receivables, and procurement data for recurring review, document preparation, and automated report distribution.
No credit card required.
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.
Connectors
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.
Templates
ERP report templates
Explore complementary ERP report templates for financial analysis, receivables management, and procurement tracking to gain broader visibility across business operations.
Common questions answered
Frequently asked questions
Find answers to common questions about financial, receivables, and procurement reporting, including report capabilities, data visibility, scheduling, and exports
What is ERP reporting used for?
It gives finance, collections, and procurement teams a structured way to review performance without exporting raw data into spreadsheets first.
Can I see financial and receivables data in one place?
Yes — the Executive & consolidated view brings P&L, aging, and procurement figures together for a single leadership read.
What filters are available?
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.
Can these reports be scheduled?
Yes. Set a recurring delivery schedule and each report lands in the right inbox automatically — no manual export needed.
Is there a template for tracking purchase orders specifically?
Yes — the Purchase Order Register Report functions as dedicated purchase order tracking software, showing status, vendor, and line-item detail in one view.
What metrics show up most often across these reports?
Revenue, COGS, net margin, total receivables, percent overdue, total PO value, and vendor spend are the ones teams check first.
Articles
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Production-ready reports made easy
Turn your data into production-ready reports instantly
Create pixel-perfect, print-ready reports with powerful exporting and zero complexity.
No credit card required.