F350 Analytical Reports (CPE)

For information on CPE credits, please see the Continuing Professional Education section.

Registration URL: https://webinar.ringcentral.com/webinar/register/1816952159416/WN_pFrFGCSqTZep5FHs8ydGAw

Audience: This webinar is intended for all users who are interested in no-coding customization of Acumatica ERP.

Acumatica ERP Experience Required: 3-6 months

Who Should Attend (relationship to Acumatica):

• Partners who implement Acumatica ERP for customers
• Professionals who want to learn Acumatica ERP

Acumatica ERP version: 2023 R1

Training Description: This webinar illustrates the basic processes of creation and modification of analytical reports by using the Analytical Report Manager (ARM) toolkit.

Training Syllabus: The program is covered over three days as follows:

• Day 1: Overview of ARM Reports. In this session, you will learn general information about the ARM tools and forms used for creating ARM reports.
• Day 2: Modifying an ARM Report. During this session, you will learn how to create a copy of an existing report and tailor the copy to suit your reporting needs by editing its row set and column set. It also illustrates how unit sets can be used to filter data in ARM reports.
• Day 3: Creating an ARM Report from Scratch and Eliminating Interbranch Balances in Reports. Throughout this session, you will be provided with an overview of some of the more advanced features of ARM. In particular, you will be shown how to create a report from scratch, how to import reports, how to merge columns, and how to use conditional displaying in reports.

Date and time: This training meets the following three times, and attendees are expected to attend all sessions:

• Tue, October 24, 2023 10:00 AM - 11:30 AM PT
• Wed, October 25, 2023 10:00 AM - 11:30 AM PT
• Thu, October 26, 2023 10:00 AM - 11:30 AM PT

*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.

Partner Certification: This webinar is based on the materials of the F350 Analytical Reports course, which is part of the Technical Specialist badge. Completion of this webinar does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.

Instructor: Nikolay Sobinov

Prerequisites­

For this webinar, attendees are expected to complete the F100 Financial Basics course and be familiar with the described business processes that can be performed in the general ledger.

Advance Preparations

None. Attendees will be provided with a cloud instance and tenant for training purposes.

Training Materials

Please download the following training materials that you will need for the training:

• Training guide: F350 Analytical Reports 2023R1.pdf
• Training materials: F350 Training Materials.zip

Continuing Professional Education

• Program knowledge level: Intermediate
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 3

Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.

* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.
 

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.