Source-to-report trace
Follow the disputed number through ERP tables, extracts, transformation rules, Power BI models and report definitions.
ERP reporting consultant UK
ERP Reporting Consultant UK
Quick answer: Digital Adaption helps UK SMEs fix ERP reporting where finance, operations and Power BI no longer agree by tracing numbers from source tables through definitions, models and reconciliation checks.
Use this page when the ERP is live, reports are being challenged, and the business needs source-to-report evidence rather than another dashboard redesign.
Productised offer: ERP Reporting Rescue Sprint
A short, evidence-led sprint focused on the report the business no longer trusts and the source decisions behind it.
Definition review
Clarify which dates, statuses, exclusions, fiscal rules and ownership decisions control each KPI.
Repair backlog
A prioritised plan for source fixes, reporting model changes, governance and stakeholder sign-off.
Evidence produced
Each engagement creates usable evidence for decisions, sign-off and vendor control rather than a generic advisory report.
Control total checks
Known totals compared across ERP, finance, operational reports and Power BI.
Definition log
The business rules behind backlog, OTIF, stock, revenue, margin, fiscal YTD or other disputed metrics.
Fix plan
A sequenced backlog separating urgent reporting repairs from deeper data and ownership work.
Methodology
The sprint uses ERP reports, SQL or export files, Power BI models, finance packs, operational examples and user complaints to identify where the reporting chain breaks.
Start with the argument
Choose the report or KPI leadership no longer trusts.
Trace and reconcile
Compare source records, transformations, definitions and visuals until the difference is explainable.
Repair with evidence
Fix the issue and leave behind owner notes, reconciliation checks and repeatable controls.
FAQs
Is ERP reporting rescue the same as Power BI development?
No. Power BI may be part of the fix, but the first job is tracing data, definitions and reconciliation.
Can you help after ERP go-live?
Yes. Post go-live reporting rescue is a core Digital Adaption offer.
Which ERP systems do you support?
Infor LN and Baan are the deepest experience, but the same reporting rescue method applies across ERP systems.
Need an ERP reporting consultant?
Start with the board pack, backlog view, stock report or Power BI model that no longer reconciles.
Book an ERP reporting rescue call