Reporting
In short. Query patterns that return the right number, report design that stays fast, and dashboards built around decisions. The techniques are general, so they apply to Prophet 21 software, Kinetic software and most other ERP systems.
Written for Report writers, finance and operations, leaders.
Most reporting problems in an ERP are not tool problems. A total is wrong because a join repeated a value, a report is slow because it pulled every row to the client or a dashboard is ignored because nobody agreed what its numbers mean. These guides cover the habits that prevent those failures, in plain SQL, in Crystal Reports and in dashboard design.
The SQL examples use invented table names so they work as patterns for any ERP. For product-specific starting points, see Reading Prophet 21 data with SQL, safely and BAQ fundamentals. For the metric definitions a dashboard should use, see the KPI formula sheet.
- T-SQL patterns for ERP reportingRead-only SQL Server patterns for ERP reports: aging buckets, running totals, top N, calendar gaps, pivots, latest rows, fan-out, date filters and locking.How-to · Intermediate · 7 min read
- Crystal Reports techniques for ERP reportsSAP Crystal Reports techniques for ERP reports: record selection that reaches SQL, commands, subreports, shared variables, totals, prompts and deployment.How-to · Intermediate · 8 min read
- Designing an operations dashboard for a distributorWhich KPIs a distributor should watch daily, weekly and monthly, the design mistakes that get a dashboard ignored and how to set targets and drill-downs.Decision guide · Introductory · 7 min read