It is your data. You should be able to query it without asking us.

CubeERP and Power BI & Reporting

Direct, read-only access to your CubeERP data for Power BI, Excel or any other reporting tool you already use.

A great deal of business software treats reporting as a way to keep customers dependent: limited exports, no direct access, and a charge for anything beyond the standard reports. We take the opposite view. CubeERP includes a read-only reporting connection so Power BI, Excel or anything else can query your data directly, alongside the built-in reports and scheduled exports. If you want to build your own warehouse, we will help rather than obstruct.

What moves

Exactly what is synced, and which way

Being specific about this up front avoids the single most common integration disappointment - discovering after go-live that one field never travelled.

  • Out of CubeERP

    Read-only data access

    A reporting connection with documented views, so Power BI or Excel can query directly without going through an export routine.

  • Out of CubeERP

    Scheduled exports

    CSV or Parquet extracts on a schedule to your own storage, for a data warehouse or an existing BI pipeline.

  • Out of CubeERP

    API and webhooks

    Event-driven feeds for anything that needs to react rather than poll, using the same API the product itself uses.

How it behaves

The detail that decides whether it is actually useful

  • Documented reporting views

    Stable, documented views rather than raw internal tables, so a report you build today still works after an upgrade.

  • Read-only by design

    The reporting connection cannot write. Analysts get access without any risk to operational data.

  • Built-in reporting too

    Dashboards and reports inside CubeERP for the people who need answers rather than a modelling tool.

  • Full export on request

    A complete export of your data in an open format at any time, without a support ticket or a fee attached to it.

Setting it up

Three steps, done during implementation

  1. 1

    Request a reporting connection - credentials are separate from user accounts and read-only.

  2. 2

    Connect Power BI, Excel or your BI tool to the documented views and build from there.

  3. 3

    Where you want a scheduled extract to your own storage, we will configure the destination and the frequency.

Questions

What people ask about this one

  • No. Read-only reporting access is included. Charging a customer to read their own data is a practice we would rather not participate in.

  • Reporting views are versioned and maintained deliberately so they survive upgrades. That is precisely why we expose views rather than internal tables.

  • Yes, at any time, in an open format, including documents. It is a standard function rather than a favour, and it applies whether or not you are leaving.

  • Yes - bespoke reporting and dashboards are available as a service through Cube Systems. It is optional, not a way of restricting access.

  • Reporting queries run against a separate read replica, so a heavy Power BI refresh does not slow down order entry.

Power BI

Check the Power BI detail before you commit

Send us the specifics - your chart of accounts, your tax treatment, your product structure - and we will tell you exactly how it maps rather than promising it will be fine.