Business intelligence and reporting

Turn ERP activity into faster decisions

Aurex gives finance, sales, inventory, HR, and project teams structured reports, dashboards, and export-ready views from the same business data.

Aurex reporting dashboard and financial analytics mockup
Templates 24+
Exports CSV · Excel · PDF

Reporting built for real work

Saved templates, drill-down filters, company-scoped access, and shareable outputs from the same source of truth.

Saved templates

Create reusable reports instead of rebuilding the same analysis each week.

Precise filters

Filter by status, date, source, or any approved field with confidence.

Fast exports

Download CSV, Excel, or PDF from the same report in one step.

Safe access

Show each team only what it needs while keeping reporting scoped to the active company.

How reporting works in Aurex

Choose an approved source, shape the columns and groups, then run and export the report you need.

1

Choose a source

Start from sales, purchases, CRM leads, journal vouchers, employees, or projects.

2

Shape the report

Set columns, grouping, sorting, filters, and the right date window.

3

Review the output

See clean KPIs, readable tables, and simplified charts at a glance.

4

Export and share

Save the template and export it to CSV, Excel, or PDF for the team.

Who this page is for

Finance leaders, sales managers, and operations teams can all work from the same business data with a different view.

Finance

Review revenue, cash, balances, and transaction controls from a unified view.

Sales

Track conversion, performance, and pipeline trends with drill-down access to each row.

Operations

Monitor inventory, purchasing, projects, and daily operational movement.

Frequently asked questions

Quick answers to the questions buyers usually ask before adopting a reporting module.

Can reports be limited to the current company?

Yes. The reporting page and module are built around the current company context and approved sources.

Can I export the same report in multiple formats?

Yes. Aurex supports CSV, Excel, and PDF exports from the same template or filtered view.

Can different teams use the same reporting engine?

Yes. Each team can reuse the same data with different columns, grouping, and metrics.

Is this public page SEO-friendly?

Yes. It uses a unique title, meta description, structured data, and clear internal links.

Bring reporting into focus

Book a quick demo to see how ERP reports become a clear, shareable, exportable decision layer.