Get the Most Out of BX Reports

Unlock the full value of your finance‑ready, operations‑focused Power BI reporting suite for Acumatica.

1. Start With Your Core Dashboards

BX Reports includes 14 plug‑and‑play dashboards built by Acumatica consultants with 10+ years of experience. Each one is designed to answer the questions finance and operations teams ask every day.

How to get value fast:

  • Explore each module (Finance, AR, AP, Inventory, Sales, Purchasing)

  • Identify the dashboards that matter most to your month‑end and daily operations

Screenshot of a system dashboard showing project status, inquiry statuses, BX report status, and account listing, with buttons for refreshing data and resetting filters.
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2. Use Filters to Drill Into the Detail

Every dashboard includes intuitive filters so you can slice data by period, branch, customer, item, or dimension — without exporting to Excel.

How to get value fast:

  • Use date filters for trend analysis

  • Filter by customer or item to diagnose issues

  • Combine filters to isolate root causes

Screenshot of a financial business dashboard titled 'Revenue Insights' showing total sales, costs, profits, customers, and items for the year 2023, with filters for company, year, month, and data categories.
Business revenue dashboard showing financial performance data for April 2023, including total sales, costs, profit, total customers, total items, top customers and cities, and detailed sales and profit for various products in the Gold Coast region.

4. Refresh Your Data When You Need It

BX Reports refreshes automatically every day, but you can trigger a manual refresh anytime.

How to get value fast:

  • Use scheduled refresh for daily reporting

  • Trigger manual refresh before meetings or month‑end

  • Confirm refresh status in Power BI Service

5. Reach Out When You Need Help

Whether you need guidance, enhancements, or help interpreting your data, our team is here to support you.

Screenshot of a financial dashboard menu with options for income statement, balance sheet, financial details, performance details, and revenue insights, followed by sections for accounts receivable, accounts payable, and inventory management.
Dashboard titled 'Account Overview & Customers Analysis' displaying various charts, graphs, and metrics related to invoice data, customer counts, sales regions, and invoice statuses, with filters for company, year, month, and invoice status.

3. Use the Built‑In KPIs to Drive Action

BX Reports includes curated KPIs for cash flow, AR aging, AP exposure, inventory velocity, and more.

How to get value fast:

  • Monitor KPIs weekly or daily

  • Identify trends early

  • Use KPI thresholds to guide decisions