Business Intelligence, Dashboards & Custom Reporting for Epicor Prophet 21

The data is there. How much work does it take to get an answer?

Your team may be exporting reports, combining spreadsheets, or checking several screens just to understand what needs attention.

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At MindHARBOR, we help Prophet 21 users turn business data into useful reports, dashboards, and portals—built around the questions their teams need to answer.

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We can improve an existing report, build a focused dashboard, or bring information together from multiple systems.

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Reports Built Around Your Business Rules

A useful report needs more than the right columns.

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It needs the right calculations, relationships, filters, and exceptions so your team understands what the results mean.

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We work with you to define those rules and validate the output against your business process.

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Our reporting work includes Crystal Reports, SSRS, Power BI, SQL-based reporting, and custom dashboards and portals.

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Supplier Rebates & Component-Level Reporting

One custom supplier rebate report needed to account for more than items sold directly on a sales order.

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The calculations also needed to include supplier items used as assembly components and subcomponents.

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We built reporting logic to include those relationships when calculating and preparing rebate information.

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That’s an example of where a standard sales extract may leave out information your supplier program depends on.

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Purchasing, Inventory & Production Visibility

 

Related projects have helped teams:

• Match incoming purchase order supply to sales order requirements

• Compare expected component arrival dates with customer order due dates

• Preview proposed inventory allocations before processing

• Review production progress and time spent by stage

• Filter customer contract information and receive scheduled reports

 

These are examples from different custom projects. We can use that experience to help define the reporting your team needs.

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Supplier Scorecards & Management Views

Our supplier management projects have also included vendor scorecards, grading, and quality information.

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We can review the measures your team uses, identify the data behind them, and build views that make the results easier to compare and investigate.

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The same approach can support sales, operations, finance, and management reporting.

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Dashboards & Portals With Useful Detail

A summary is helpful when users can get to the details behind it.

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We build custom views with filters and drill-downs, along with role-based access where needed.

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Your project may involve internal reporting or a portal that gives customers and partners access to selected information.

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We define the data and permissions around what each audience needs to see.

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Bring Data Together—and Keep Reports Running Well

Some reporting requirements span P21 and other business systems.

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We can help with data integration, warehouses, data marts, and the processes that prepare information for reporting.

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If an existing report is slow or unreliable, we can also review its queries, stored procedures, and supporting database performance.

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Deliver the Information Automatically

Your team may need a dashboard for daily review, a PDF for a customer, or an Excel report delivered on a schedule.

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We’ve developed automated reporting and email workflows that reduce the repeated work of gathering and distributing information.

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We can help determine the appropriate format, recipients, and timing.

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Planning a Reporting Change?

An ERP upgrade, SaaS move, or reporting platform change can affect data access, custom calculations, document layouts, and scheduled delivery.

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We can help inventory the reports your business depends on and evaluate what to retain, improve, or migrate.

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Start With One Question That Takes Too Long to Answer

Show us the report or spreadsheet your team uses today. Tell us what’s missing, what takes too long, and what decision it needs to support.

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We bring experience and reusable approaches to each engagement, then tailor the work to your requirements.

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Using another ERP? We can review your reporting and data integration needs across the systems involved.

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Fix. Build. Bridge.

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Related Links:  Supplier Rebates & Price Page Automation | Data Migrations & Historical Access 
SSRS Support & Modernization | P21 Report Studio Services | Return to P21 Services

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