S150 Report Designer
Recordings of these training sessions are published at Acumatica Open University. You can find them under the Training Recordings section: https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/
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Audience: This course is intended for all users who are interested in no-coding customization of Acumatica ERP.
Acumatica ERP Experience Required: at least 1 year
Who Should Attend (relationship to Acumatica):
- Partners who are involved in creating reports using the Acumatica Report Designer
- Professionals who want to learn Acumatica ERP
Acumatica ERP version: 2021 R1
Training Description: The S150 Report Designer course introduces the functionality of the Acumatica Report Designer. The course is based on a set of examples demonstrating data retrieval and processing to form data representations.
Training Syllabus: The program is covered over three days as follows:
- Day 1: General Information, Creating a Report and Filling it with Content. In this session, you will learn how to install the Acumatica Report Designer, start it and explore its interface and also copy, open and view existing reports. Moreover, you will learn how to create, publish and view a report. You will learn how to add, delete, and move elements in the report layout and how to configure properties of the elements added to the report layout.
- Day 2: Using Variables, Expressions, Parameters, and Filters. In this session, you will learn how to create a variable and specify an expression. You will also learn how to specify parameters and set up filters in a report.
- Day 3: Filtering and Modifying Reports. In this session, you will learn how to create data groups, specify sorting criteria for the data in a report group and the data in a report, change the style of an element and the style of number of reports. You will also learn how to create tabular reports in the Report Designer, how to export report results by using the Report Designer and how to localize a report in the Report Designer.
Partner Certification: This class is based on the materials of the S150 Report Designer course. Completion of this class 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.
Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:
- Tue, October 26, 2021 10:00 AM - 12:00 PM PT
- Wed, October 27, 2021 10:00 AM - 12:00 PM PT
- Thu, October 28, 2021 10:00 AM - 12:00 PM PT
Registration URL: https://webinar.ringcentral.com/webinar/register/1216334358186/WN_lt0PdevwSH2a8BISdNv9Yw*
*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.
Instructor: Johans Saavedra
In the role of ERP Functional Consultant Johans works with our partners and customers creating customization design specs. Then coordinating with the Moscow services team to develop and deliver the final package.
Johans has over 23 years of experience in the ERP Software industry (Dynamics SL, Dynamics GP, Sage, and Acumatica). He worked 7 years at Solomon Venezuela where he gained a wide range of experiences implementing and overseeing 25+ Dynamics SL (formerly known as Solomon) implementations local and overseas (Colombia, Ecuador, Peru and Mexico). Before joining Acumatica, he worked at a current Partner for 15 years combining all the consulting experience with technical skills to build complex reports in multiple platforms. Johans began his career as a COBOL and INFORMIX 4GL developer
Prerequisites
You should complete A150 Getting Started with Acumatica ERP course and be familiar with the basic and advanced business processes that can be performed in Acumatica ERP.
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: S150 Report Designer.pdf
- Files for training: S150 Files for Training
- Installation File: Report Designer.msi
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