Innovia Power BI Reports Portfolio
At Innovia Consulting, we developed a portfolio of reports in Power BI to help you see the meaning behind your data. With visualizations, tables connected to multiple data sources within your Business Central, and calculations of several KPIs built-in, these report packs can help you analyze your business operations and give you the information you need to make critical business decisions.
Our selection of templates can help your business visualize and monitor its data for accounting, purchasing, production, inventory, and sales & marketing. With 25+ templates currently available, you are bound to find several that meet your business needs.
See How Innovia’s Power BI Reports Can Help Your Departments.
Click on the headings below to see all of our report options available for each department. Or view them all in a convenient PDF format.
Aged Receivables
This page is intended to give an overview of AR. This page is completely interactive and breaks AR into categories. These aged categories can be customized to fit your needs as a business or otherwise can stay within the standard 30, 69, 90+.
Aged Payables
This page is intended to give an overview of AP. This page is completely interactive and breaks AP into categories. These aged categories can be customized to fit your needs as a business or otherwise can stay within the standard 30, 69, 90+.
G/L Balances
This page adds an overview of G/L Account Balances as of the last refresh date/time. It breaks down all balances based on account subcategories and balances.
Receipts Pending Invoice
This page reflects Items that have been received from vendors with unprocessed invoices. It is intended to show outliers that are preventing purchases to go to Accounts Payable.
Income Statement
The Income Statement page allows you to break down your Chart of Accounts further by showing you all Income, Cost of Goods Sold, and Expense Account Category types.
Balance Sheet
The Balance Sheet page allows you to break down your Chart of Accounts further by showing you all Assets, Liability, and Equity Account Category types.
Purchases by Vendor
Purchases by Vendor shows all purchases made, broken down by Vendor, Purchase Amount, and Purchase Amount compared to the same period last year. It also gives you a purchase difference between different periods and what the percent change is. This made is intended to show behavioral changes in spending year over year and highlight any anomalies.
Open Purchase Orders
The Open Purchase Orders page allows you to see all purchase orders. This page is built with the expectation that Expected Receipt Date is being utilized.
Value of Open POs
The Value of Open Purchase Orders page allows you to see all purchase order details by year, month, and item category code. It allows you to see which items are coming in and its value based on item category code and responds dynamically on the surrounding visuals if a year, month, or item category code is clicked on.
Production Overview
The Production Overview page breaks down your Expected Labor Cost, Actual Labor Cost, & Production Cost.
Production Order Table
At a glance, this report allows you to view all open production orders and their status, allowing you to anticipate your production workload.
Labor Report
This Labor Report Page allows you to see Allocated and Consumed Capacity as it relates to maximize capacity by work center.
Labor Report Table
Worksheet layout of the previous labor report visual. It gives you the ability to drill down to a specific product or work center.
Throughput Report
Throughput Report page gives you a tabular view of Average Throughput.
Throughput Table
Throughput Table page gives you a tabular view of Average Throughput over a period of time.
Item Profitability
The Item Profitability page shows which Items are most profitable based on the sales and cost amount from the Item Ledger Entries Table.
Inventory Valuation
Inventory Valuation enables users to evaluate inventory based on its value and quantity on hand. The Inventory with Zero Value table allows your business to identify items in the warehouse that have no value due to user input error or no cost association.
Inventory Aging
This page is intended to give an overview of Inventory and how items have aged. This page is completely interactive and breaks Aged Inventory into categories. These aged categories can be customized to fit your needs as a business or otherwise can stay within the standard 30, 69, 90+.
Low Margins
The Low Margin page allows you to see Net Profit Margins that are below 50%. The Low Margin % can be easily altered to adhere to what your business defines as a Low Margin. Depending on your industry, your standard for Low Margin may be different.
Inventory by Location
Inventory By Location breaks your remaining Inventory Quantity down based on Location. It does this in a variety of ways, including a table with tabular data and two pie charts showing the remaining quantity by location and item category code.
Sales by State
Sales by State breaks down your Net Sales by customers and the state in which they reside. It also breaks down your Net Sales by month for easy comparison.
Sales by Customer
The Sales by Customer is a year-over-year comparison showing Net Sales amount and Percentage difference.
Open Sales Orders
The Open Sales Orders page allows you to see all open sales orders as well as your top items sold.
Change Log Monitor & Field Setup
This page is intended to provide easy access to the Change log entries. This page is completely interactive so you can easily identify changes made to table data in your system. This report contains a relative date slicer that can be used to review last day, last month etc.
The Field Setup page is intended to provide the user with insights for tracking change log setups when Using “Some” fields functionality in Business Central. The page answers questions about what you are currently monitoring, and this page can also help you locate the fields that you may want to track.
Innovia Power BI Report Pricing:
Number of Reports |
Pricing |
1 - 4 Reports |
$2,500 / Report |
5 - 8 Reports |
$1,900 / Report |
All Reports |
$17,500 |
Power BI licensing is required to use our report packages. The cost of these plans begins at $9.99 per user/month. More details can be found at the link below.