Perennial ERP - Reporting

Perennial Reports

Perennial ERP has many efficient Enquiry and Reporting options and formats that allow you to manage your business effectively.

And data in the Perennial database can be by accessed directly by Microsoft Excel, and by Business Intelligence applications such as Tableau Desktop.


Perennial ERP includes more that 250 Enquiries and Reports
that will help you manage the various aspects of your operating activities.

Many of these Enquiries drill-down into other enquiries to display the data you need at a deeper level, providing you with insight into the business transactions that you want to find out more about.

For example, you might start with the Stock Balances Enquiry that shows the stock balances at each warehouse in a multi-row browse, a bit like an Excel spreadsheet. One of the stock balances is Stock on Backorder, and you might want to know what is on backorder for one of the warehouses, so you select the row for that warehouse, hit the Enter key or double-click with the Mouse, and another enquiry screen displays with the details of each backorder for the warehouse you have selected.

Reports in Perennial ERP can be sent immediately to the printer for hard copy reports, or can be saved against the user's login name for viewing and/or printing at a later point in time. They can also be viewed on screen immediately, either as a PDF document formatted with TrueType fonts than can be read by Adobe Acrobat Reader, or as a plain text document that can be read by Wordpad.

In addition, many of the reports in Perennial can be sent to an Excel spreadsheet already formatted in Excel. No more exporting of reports as Comma Separated Data (CSV) files that have to be loaded into an Excel spreadsheet and pain-stakingly formatted to how you would like to view them. And no more tedious and mistake-prone re-input of data from a hard-copy report into an Excel spreadsheet.


Perennial's database can be accessed directly by the Microsoft Query Wizard in Excel
to enable the import of any data in the Perennial database that you are entitled to access directly into an Excel spreadsheet to format and analyse in whatever manner you choose.

Perennial's database is the ODBC-compliant Progress OpenEdge database. ODBC means Open DataBase Connectivity, and if a database is ODBC compliant, it means the data in it can be accessed by many other third-party software tools, such as the Microsoft Query Wizard in Excel.

This might sound like it opens the flood-gates so far as data security is concerned, but not so. The ODBC connection to the target database has to be created using the Windows ODBC tool, and then there are a number of ways to control who can utilise that ODBC connection.

One of the ways to restrict access in Perennial ERP is to have a database for Perennial Financials that is separate from the database for the Perennial Distribution and Manufacturing applications. Although the two database are connected for use in Perennial ERP, separate ODBC connections are created for each one, and user access to each ODBC connection is controlled.

But to access the data in Perennial ERP this way can be a bit tedious, and you do need someone who has a pretty good understanding of database tables, fields and indexes. There is a much better solution, and that is Tableau Desktop.


Perennial ERP has been pre-configured to run with Tableau Desktop
which is a brilliant Business Intelligence and Data Discovery application that provides:

  • the ability to pre-configure connections to the target database with terms that are familiar to users of Perennial ERP
  • display of data from multiple database tables in cross-tab reports than can be exported to an Excel spreadsheet
  • representing of the data in a wide range of Visuals (charts and graphs of different varieties), from which you can drill-down deep into the underlying data - perfect for finding out what is going right and what is going wrong, and why.

To find out how Tableau Desktop will help you drill-down deep into your data, present it in an easy-to-understand visual form, and help you with your business decision-making, click here