Data Out & Reporting
Your data, out of your ERP and into plain-language reports.
Data Out & Reporting copies the ERP and LIMS records you choose into a separate reporting copy and turns them into plain-language reports and scheduled exports. Your controller stops rebuilding the same spreadsheet every month, and every number links back to the record it came from.
What it does
The information is already in your ERP or LIMS, and getting it out is the problem. The report you need sits behind a higher license tier, or the custom report you paid for broke in the last upgrade. Bulk export runs one job at a time, so someone exports five screens to Excel and stitches them together with lookups before the numbers mean anything.
Data Out & Reporting starts with a short list of the records that matter, which system owns each one, and who owns each report. A read-only connection copies those records on a schedule into a separate reporting copy, and fields are relabeled in your team's words, so "CUST_NO_2" becomes "Bill-to customer." Plain-language reports and scheduled exports run against that copy. When a source system changes a field, the affected reports are flagged instead of quietly going wrong.
Your team decides which records are copied, who can see which reports, and what a field means when two systems disagree. Data Out never writes back to your ERP or LIMS. Before a report goes to a customer, lender, or auditor, the person who owns it reviews and releases it.
What it handles
Scheduled exports
The records you choose are copied on a schedule into files your team, your bank, or your next system can use. Exports come out as CSV or Excel, on the day and at the time you set. Nobody has to remember to run the job or stitch five downloads together first.
Plain-language questions
A planner can ask which jobs ran over estimate this quarter and get a table back instead of filing a request with IT. Fields carry your team's names, so people can ask the way they already talk. The records behind each number are one click away.
Reports that survive upgrades
Reports are built on your reporting copy, so a vendor upgrade doesn't break them. When an upgrade renames or changes a field, the affected reports are flagged for a fix. Nobody finds out from a wrong number in the monthly review.
More than one system
One report can combine your ERP, CRM, and QA records with the spreadsheet that sits beside them. Records are matched on the same customer, item, or lot, and your team decides which system wins when two disagree. The result reads as one table.
Exports for the people who ask
Customer scorecards, auditor requests, lender packages, and the export your next system needs all come from the same source. Each one uses the same cleaned fields as your internal reports, so the numbers match. The person who owns the report reviews and releases it before it leaves the company.
Read-only by design
Data Out never writes back to your ERP or LIMS, so your system of record stays exactly as it is. When a number looks wrong, your analyst traces it to the source record in a click.
See it working
Who it's for
FAQ
Data Out & Reporting questions
Does Data Out write back to our ERP or LIMS?
No, it doesn't. The connection is read-only, so Data Out never changes a record in your ERP or LIMS. It copies the records you choose, on a schedule, into a separate reporting copy, and every report and export runs against that copy. Your team decides which records are copied and who can see each report.
Can we get reports our ERP charges extra for?
Often it can. When the report you need sits behind a higher license tier or a paid custom build, Data Out & Reporting builds it on a separate reporting copy of your data instead of inside the ERP. Because the report doesn't live in the ERP, a vendor upgrade doesn't break it, and any changed fields are flagged for a fix.
Can one report combine data from our ERP, CRM, and spreadsheets?
Yes, it can. Data Out can combine ERP, CRM, QA, and the spreadsheet beside them into one report, matched on the same customer, item, or lot. Fields are cleaned and labeled in your team's words, and when two systems disagree about a field, your team decides what it means.
What happens to our reports when the ERP is upgraded?
They keep running, because they're built on your reporting copy rather than inside the ERP. When a source system changes a field, the affected reports are flagged instead of quietly going wrong, so someone can fix them before the numbers are used. Nobody has to rebuild the custom report the upgrade used to break.
Can people ask questions in plain language?
Yes, they can. Fields are labeled in your team's words, so a planner can ask which customers' orders shipped late last month and get a table back. Plain-language questions run against the reporting copy, and every number shows the records behind it, so your analyst can check it before acting on it.
What kinds of exports can it prepare?
It prepares scheduled exports in CSV or Excel for your team, your bank, or your next system, plus customer scorecards, auditor requests, and lender packages. All of them come from the same source. Before anything goes outside the company, to a customer, lender, or auditor, the person who owns that report reviews and releases it.
Where is the reporting copy kept?
The reporting copy is kept in your environment, separate from your ERP and LIMS, and reports, exports, and plain-language questions all run against it. Access follows your existing permissions, and your team decides who can see which reports.
How long does it take to get the first report running?
We start with the spreadsheet your team rebuilds every month, watch how it gets built today, and prototype the report on sample data. Once you approve, we connect to your systems and set the schedule. The first scheduled report typically runs about six weeks after kickoff, depending on how many systems it draws from. Monthly support starts at go-live.
You know AI could help. Let’s build it.
Bring us a task you have in mind, or just a hunch. We’ll help you find the right place to start and build it around the way your business works.