Unlocking Prophet 21’s Report Studio to Go Beyond Basic Reporting
Data is not just a byproduct; it is a strategic asset in the distribution industry. Epicor Prophet 21’s Report Studio offers distributors a powerful way to harness that asset, but many users only scratch the surface. By tapping into dynamic time-based tokens and custom filters, organizations can transform static reports into actionable insights that drive smarter decisions across purchasing, inventory, and sales.
Report Studio’s dynamic tokens—like @Today, @StartOfMonth, or @LastWeek, allow users to build reports that automatically adjust based on the current date. This eliminates the need to manually update date ranges and ensures that reports always reflect the most relevant data.
Use Case Example: A purchasing manager sets up a report using @Last30Days to monitor supplier delivery performance. Every time the report runs, it reflects the most recent month, no manual updates required.
Benefits:
- Reduces human error
- Enables automated scheduling
- Keeps dashboards fresh and decision-ready
Custom filters in Report Studio let users tailor reports to specific business needs, whether it is by warehouse, product category, customer segment, or sales rep. These filters can be saved and reused, streamlining workflows and enabling deeper analysis.
Use Case Example: A sales director builds a report filtered by region and product group to identify underperforming SKUs in the Midwest. With a few clicks, they can pivot the same report to analyze the Southeast or West Coast.
Benefits:
- Empowers non-technical users to self-serve insights
- Enhances cross-functional collaboration
- Supports agile decision-making
When dynamic tokens and custom filters are used together, distributors gain a real-time lens into their operations. Whether it is tracking inventory turns, evaluating sales trends, or monitoring vendor compliance, Report Studio becomes a strategic tool, not just a reporting engine.
Pro Tip: Pair Report Studio with Prophet 21’s scheduled report delivery to automate distribution of insights to key stakeholders. It is an effortless way to keep teams aligned without adding them to your to-do list.
If your team is still exporting data to Excel for analysis, it is time to rethink your approach. Prophet 21’s Report Studio is built to deliver clarity, speed, and strategic value, right out of the box. At 2W Tech, we help distributors unlock the full potential of their ERP investment. Let us elevate your reporting game.
When it comes to maximizing the value of Epicor Prophet 21, 2W Tech should be your partner of choice. With deep ERP expertise and a proven track record in distribution, we help clients unlock advanced functionality, streamline operations, and turn data into strategy.
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