Report Builder in SIX ERP

The Report Builder in SIX ERP is a powerful and intuitive tool that allows users to create custom reports from the vast range of data available within the ERP system. Designed to help businesses make data-driven decisions, the Report Builder provides a flexible, user-friendly interface to compile, filter, and visualize information without requiring advanced technical skills.

What is a Report Builder?

In the context of SIX ERP, the Report Builder is a feature that empowers users to extract and organize data from most tables across the system into meaningful reports. Whether you need insights from sales, inventory, finance, projects, or human resources, the Report Builder makes it easy to access and present the specific information you need.

Rather than relying on static, pre-configured reports, the Report Builder gives you the freedom to define exactly what you want to see and how you want to see it.

Core Features of the SIX ERP Custom Report Builder

1. Access to Most System Tables

The Report Builder integrates with the majority of modules and tables in SIX ERP, including but not limited to:

Sales Orders
Invoices
Purchase Orders
Inventory Records
Time Tracking
Customer and Supplier Data
Project Management
Financial Transactions and many more

This broad access allows users to build reports that provide a complete view of business operations.

2. User-Friendly Interface

SIX ERP’s Report Builder is designed with usability in mind. Users can:

Select tables from dropdown menus.
Choose specific fields (columns) to include.
Apply filters to narrow down results.
Sort data based on any field.
Group and aggregate data as needed (such as sums, averages, or counts).

All of this is done through a clear, intuitive interface, ensuring that users of all technical levels can build reports effectively.

3. Customizable Filters and Conditions

Reports often require only a subset of data. For example, you may want a report showing only unpaid invoices or projects active in the last 30 days. The Report Builder lets you define filters using conditions like:

Equals / Does not equal
Contains / Does not contain
Greater than / Less than
Date ranges
Status values

This precision ensures your reports are focused and relevant.

4. Flexible Output and Export Options

Once a report is created, you can:

View it directly in SIX ERP.
Export it into multiple formats, including:
- Excel (XLSX)
- PDF
- CSV
Schedule reports for regular delivery via email.

This makes it simple to share insights across departments or with external stakeholders.

Reports created with the Report Builder can be:

Saved for future use.
Duplicated and modified.
Shared with other users in the system, with permission controls to manage access.

This promotes consistency across teams and avoids redundant work.

Benefits of Using the Report Builder

Increased Efficiency: Quickly retrieve the exact data you need.
Improved Decision-Making: Make informed business choices with real-time insights.
Reduced Dependence on IT: Create reports independently, without requiring developer assistance.
Consistency: Standardize reporting across teams and departments.
Scalability: Adapt reports as your business grows and your reporting needs evolve.

The SIX ERP Report Builder is an indispensable tool for businesses that want to harness their data and turn it into actionable insights. With its broad table coverage, easy-to-use interface, and robust customization options, it supports businesses in tracking performance, ensuring compliance, and optimizing operations — all without needing external reporting tools.

Whether you're managing finances, tracking projects, or monitoring inventory, the Report Builder helps you keep your finger on the pulse of your business.