Netsis's standard reports cover operational needs, but moving data into Power BI for management reporting is a common requirement.
01. Don't Connect to Live
Connecting reports straight to the live Netsis database degrades ERP performance during the day. A reporting database copied overnight, or a data warehouse layer, should be the standard approach.
02. Understanding the Tables
ERP tables are designed for transactions, not reporting. Raw tables pulled directly into Power BI run slowly and make DAX authoring harder.
03. The Star Schema
Build account, product, date and branch dimension tables, with sales, purchasing and stock movements as fact tables. That transformation is done once and every report sits on top of it.
04. Incremental Refresh
Re-pulling movement tables spanning years every night is unnecessary. Refreshing only the recent period brings refresh times down to minutes.
05. Permissions
Netsis user permissions don't carry over to Power BI automatically. If branch- or rep-level visibility is required, row-level security has to be built separately.
06. Reconciliation
On first release, compare report results against Netsis's own reports. A filter difference that looks trivial can destroy trust in a management report entirely.