Acumatica Inquiries and Dashboards | Build Real-Time Reports and Visual Analytics
In this Acumatica training session, the Central Nervous Systems (CNS) team demonstrates how to design Generic Inquiries and Dashboards in Acumatica to create powerful, real-time business insights — without any programming. Learn how to transform raw ERP data into interactive dashboards that give your accounting, finance, and operations teams instant visibility into key business metrics.
This hands-on class shows how to create a custom AP dashboard widget displaying invoices due within seven days, step-by-step — from building the underlying Generic Inquiry to publishing the widget to the Controller Dashboard.
💡 In this Acumatica Dashboards & Inquiries Training, you’ll learn how to:
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Understand how Generic Inquiries (GIs) work in Acumatica
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Build data-driven inquiries without writing code
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Link database tables and data access classes (DACs)
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Use inspect element tools to identify data fields and tables
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Filter and display AP invoices due within seven days
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Create and customize dashboard widgets for controllers and accountants
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Configure interactive dashboards to visualize KPIs in real time
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Improve business intelligence and data-driven decision-making within Acumatica
This session is perfect for Acumatica users who want to extend reporting capabilities beyond standard reports, build dynamic dashboards, and customize their ERP experience for financial and operational transparency.
🎓 About the Training Series:
Central Nervous Systems hosts weekly Acumatica training sessions covering core ERP topics such as Financial Management, AP/AR, Project Accounting, CRM, and more.
All sessions are available on-demand for CNS clients:
👉 acumaticaengineering.com/maintenance-classes
For more tutorials, expert tips, and Acumatica insights, visit:
👉 acumaticaengineering.com/blog
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